Phases of Odoo implementation
Odoo is a unique ERP system provider because it is open-source, meaning its source code is accessible to, and may be improved upon by, the online developer community. Odoo is highly customizable, as it can be tailored to fit the exact needs of every company. In addition to modifiable database configurations, it also uses a modular system, where it starts with the most basic features and allows companies to add features through modules. These can be chosen from one of the many modules already available, or they can be developed by a skilled odoo expert
The Odoo implementation process encompasses several different phases:
1. Business Review
This step begins during our sales process.
- We speak with you and your users about their requirements and how they currently perform their duties
- We identify the current processes and document them
- This provides us with an understanding of your business environment and helps us speak your language
2. Project Planning
- Helps us to cover the functional gap
- We work with your team to identify the discrete tasks, responsibilities and time lines for your project
- Establish proper system policies for maintaining and backing-up data
- Executing tasks as per the Implementation Plan in conjunction with the Project Team
- Creation of required custom reports
3. Re-engineering, Installation, Team training, Testing, Conference room pilot testing
Customizing, installing and/or upgrading modules and copy it to a test database for use in the pilot testing phase of the project.
i. Sprint Planning Meeting (Held at start of every sprint)
At the start of each sprint, the project team will meet for a “Sprint Planning Meeting”. During this meeting the project team determines which items, from the Product Backlog, can be completed for the upcoming Sprint and breaks the items down into tasks in the Sprint Backlog. If new requirements have been discovered or requirements have changed since the Project Estimate Meeting then those items would get updated in this meeting.
ii. End-User Training: The following are some examples of key areas that will be addressed during training:
- How to enter transactions, and the different ways they can be entered and posted
- How to maintain the data that is accumulating in your system
- How to use inquiries and reports to obtain the information you wish to access
- How to complete period and year-end procedures in each module
iii. Conference Room Pilot Testing
The pilot test is based on the processes that are developed during the business process engineering, and it serves two functions:
- Test the setup of the system
- Prove the validity of the re-engineered processes and work instructions
- Provide additional training for team members by simulating their normal day-to-day activities
During the go-live period we ensure that all requirements have been covered to ensure a smooth transition onto the new business system. It is at this time that all tasks on the project plan have been complete, all users trained, all processes reengineered, and the final data migration/conversion is performed
4. Post Implementation Review and Continuous Improvement:
A plan for on-going improvement will be discussed and project planning for additional phases of your implementation may be scheduled.