Steps for Successful ERP Implementation

Follow the right path for flawless ERP performance

Implement Odoo modules and apps in the most effective manner by working with certified Odoo experts. O2b Technologies follows the most effective ERP implementation methodology, agile. This method makes sure that you have the right modules and processes in place from the beginning.

Odoo ERP Implementation

The process of implementing Odoo ERP modules or apps in your business organization is known as Odoo implementation . Odoo ERP is one of the fastest growing and most used business management software across the globe. It follows a modular approach that makes it unique from other solutions, one can choose any number of modules out of thousands of Odoo modules and apps. Furthermore, it comes in two editions, Odoo community, and Odoo enterprise.

The Odoo community edition is completely free and is a good fit for startups and small-size companies. This edition consists of standard Odoo modules such as CRM, sales, purchase, project, accounting, inventory, manufacturing, etc. Moreover, the Odoo enterprise is a licensed edition and perfect for big enterprises. Furthermore, Odoo has multiple versions and the latest ones are Odoo V12, Odoo V13, Odoo V14, and Odoo V15. Odoo is launching Version 16 in October 2022.

If you are going to implement Odoo, you must follow the right steps to ensure success. Also, the effective Odoo implementation process helps you get the best Odoo solution and enables you to use it efficiently. Odoo ERP can be implemented in every size of business and any type of business sector. Be it manufacturing, trading, distribution, retail, education, nonprofits, hospitality, healthcare, or any other.

To make your Odoo implementation project successful, you will need the assistance of the Odoo expert team as the ERP implementation processes can be tricky. The success of the Odoo implementation process depends on several factors. Such as choosing the right Odoo partner company, following the right steps, paying the right price, and so on.

We Follow Agile Methodology

O2b Technologies has helped multiple business sectors with Odoo implementation. We usually follow the agile methodology for Odoo implementation and development. It is a proven method to deliver the maximum value to clients. One of the prominent benefits of the agile method is that it helps in carrying out software development and customization in the most efficient manner. Get a feasible solution by pursuing the right path and making your business management more efficient.

Odoo implementation methodology followed by us includes frequentative and accumulative tactics to develop robust ERP software. This pathway includes project planning, requirement gathering, gap analysis, software development, customization, deployment, testing, and delivery simultaneously. All things considered, choosing an agile Odoo implementation methodology ensures consistent value delivery to your customer.

Odoo Implementation and ERP Implementation

Right Steps For Successful Odoo Implementation

Business Review and Requirement Gathering

The very first step of any ERP implementation project should be reviewing the client's business, workflow, and practices they follow. It helps in getting the overall knowledge about the customer's business situations. Also, helps analyze the prospective requirements they could have. To put it another way, this step helps partners anticipate the entire idea of the Odoo solution that they are going to develop by communicating to the client team.

Once the team completes the business review they begin with the requirement gathering. This step mainly comprises three practices; requirement interpretation, requirement extraction, and documentation. The team of Odoo implementation experts analyzes the requirement's feasibility and drafts an elaborated document around the client's requirements. This step of the Odoo ERP implementation builds a foundation for the entire process.

Business Review and Requirement Gathering
GAP Analysis and Project Planning

GAP Analysis and Project Planning

Another crucial step of ERP implementation is a gap analysis. This step includes the collection of every specification or requirement of the client. Further, analyzing the gaps between covered requirements by the standard solutions and requirements that need customization or specific development.

After analyzing the gap the main point of project planning comes into place, which is defining the project's path. In other words, at the project planning stage, partners make a plan that helps businesses see what their ERP implementation roadmap will look like. Further, they assemble an expert team of Odoo consultants, developers, quality analysts, and project managers. This is the phase where the functional consultant collaborates with the development team and helps them understand the requirement document. It further helps developers to comprehend what they need to develop. Also, at this phase, the team defines the project's deadline.

Installation and Configuration

After the completion of the project planning phase, the technical team helps clients with the software installation and configuration. First, they install the system and then configure them according to the customer's requirements and workflow. Once the system is installed, the technical team or business analysts helps in configuring the system in a way that perfectly caters to the customer's business requirements.

It is the most important step as it covers most standard requirements of the business. As Odoo already offers robust solutions, you will find everything in Odoo modules. The system will only need the right configuration and you are all set to use the standard Odoo solution.

Installation and Configuration
Software Development and Customization

Software Development and Customization

Now comes the most essential step of the Odoo implementation process, which is Odoo development. At this stage, the Odoo developers will execute the entire ERP implementation plan as per the requirement document. To put it another way, they will start with the software development and designing process that will cover every aspect of the client's requirements. Our Odoo developers follow the best programming practices and write clean code.

Furthermore, in the gap analysis phase if the analysts find some requirements that need to be fulfilled via customization. Then we have an Odoo customization expert team that can easily enhance your Odoo software. In other words, our programmers are highly qualified to customize the system in accordance with the customer requirements and make Odoo even more robust. All things considered, this is the critical phase and it includes so many things, such as dashboard designing, interface designing, reports customization, and more.

Data Migration

This stage includes the data migration of the client's older system data into the Odoo ERP. The partners can migrate the data after installation or after development, it's up to them. In the migration step, the business analysts carry out detailed data mapping so the development team can seamlessly migrate the data.

To explain it further, once the partner team receives the client data like customer records, products, sale orders, purchase orders, invoices, vendors, vendor bills, employee records, etc., the Odoo analysts map the data with Odoo. We carry out the migration via XML/CSV Files. If you are wondering how much time it will take to migrate your data, then it depends on the size & count of data of your business.

Data Migration
Quality Testing

Quality Testing

After completion of the development and customization of Odoo ERP, the development team deploys the solution on the staging branch. The quality analysts have access to this branch so that they can test the developed software. Further, they assure that the software is working perfectly. The testing team checks the system's features and functionalities if that is developed as per the client's expectations. They follow the best testing practices and use cutting-edge testing tools. Now, if they find any bugs or defects they report to the development team.

The developers again work on the system to rectify the errors and deploy the software on the staging branch. Again the testing team checks the solution, this cycle goes on until there is no defect in the system. After this, the system is ready for UAT, i.e., user acceptance testing, where the client will check the system and see if the software is working as per their requirements.

Live Deployment

Once the quality team and client team gives the approval, the Odoo developers proceed to deploy the solution on the customer's server. In other words, the developers deploy the solution on the customer's live Odoo instance, where the end users are going to use the software. At the time of live deployment, the developers have to be very careful so that they cannot make any mistakes like

Our development team takes every possible precaution while deploying the Odoo on the client's live instance to prevent errors. Once this system goes on the production branch, the end users will be able to see all the features and functionalities developed. Now, the client can again evaluate the solution and if they need something more, they can send development & customization requests to the partner company. Agin the Odoo programmers start the development and customization to satisfy business clients' needs.

Live Deployment
Odoo ERP Training

Odoo ERP Training

This is the stage where the functional consultants of the partner company give the Odoo training to the end users so that they can use Odoo efficiently. We all know that to use new software in your business, you will need training to have a better understanding of ERP's features, functionalities, and workflow. After live deployment, we schedule the training sessions with the various departments of the client's company such as sales, purchase, accounting, warehouse, etc.

Now the Odoo experts will provide the training on how to use the sales module, what are the features and how they will be beneficial to the team. It will help the end user to use the system more efficiently and make the entire operation more efficient. User training is a step that is going to help serve the Odoo ERP implementation purpose, which is the enhancement of operational efficiency and better productivity.

Constant Support and Maintenance

Not only implementing ERP in the right way is enough, but also the partner company needs to provide consistent support to their clients. We offer the best in class Odoo support and maintenance services so that the customer will never face challenges using Odoo. Choosing O2b Technologies as your Odoo implementation partner would assure that you will be getting strong support consistently.

Get full-time assistance from a team of functional and technical Odoo experts. they will get you through the difficulties, whether it is functional issues or technical errors, we are highly qualified to resolve all your issues. All things considered, get your software upgraded on a regular basis and get robust support on all your new developments & customization requirements.

Constant Support and Maintenance

Reasons to Implement Odoo

One of the most significant reasons to implement Odoo ERP in your business environment is to increase business management efficiency and productivity. Once you implement Odoo ERP, you will be able to run your various business operations more effectively, get better collaboration capability, and clearly see an increase in employee performance. All things considered, you will see remarkable growth in your business, performance-wise as well as revenue-wise.

Top Reasons to Choose Odoo for Your Company

  • Completely Open Source
  • Fully Customizable System
  • Closely Integrated Modules and Apps
  • Comprehensive Business Management Software
  • Easy Third Party Integrations
  • Best Fit for All Size Businesses
  • Modular Approach
  • Highly Scalable
Odoo Implementation and ERP Implementation
Meet the Experts


Why should I select certified Odoo partners?

Odoo-certified partners provide the best Odoo ERP solutions and services and ensure business success. You will get a dedicated team of developers, consultants, and quality analysts for your Odoo implementation. Also, get constant support to keep your Odo running bug-free and more efficiently.

What is the Odoo implementation methodology you follow?

We follow the best Odoo implementation and development methodology, which is Agile.

What is the total cost of implementing Odoo ERP?

The total cost of Odoo ERP implementation depends on the number of modules, users, and complexity of your business requirements. To get the accurate ERP implementation cost, contact O2b technologies at

What would be the additional cost after Odoo goes live?

After live deployment, the extra cost could be the Odoo support pack cost. This pack includes new development and customization requests, bug fixes, and so on.

Do you provide Odoo support and maintenance services?

Yes, we offer the best Odoo support and maintenance packages to our clients on an hourly as well as on monthly basis.