ERP Consulting
We help you decide whether Odoo is the right system, what it should cover first, and how to structure a project that your team…
Odoo Implementation
From signed scope to a live system your team uses every day, with training, testing and data migration built into every phase.
A new ERP is a large amount of work for the company receiving it. Your staff have to describe their processes, clean their data, learn a new system and keep the business running at the same time. An implementation partner earns its fee by taking as much of that load as possible and by making the rest predictable.
We implement Odoo module by module, in the order that gives you the most relief soonest. Each module goes through the same cycle: a workshop, a configuration, a test with real data, a training session and a sign off. Nothing goes live because a date arrived. It goes live because the people who own that process have tested it and agreed.
What an implementation includes
- Project set up: instances, users, companies, currencies, base data and the project plan
- A kick off workshop for each Odoo app, walking through your process in the system
- Configuration of standard Odoo, with customisation only where the concept says so
- Integrations to the systems that stay: web shops, payment providers, carriers, banks, payroll and reporting tools
- Data migration from your current systems and spreadsheets, cleaned and validated before import
- Testing in three rounds: our internal test, a guided walk through with key users, and user acceptance testing across a full business cycle
- Training for key users and end users, with written and recorded material you keep
- Go live planning, cut over, and a hypercare period with daily contact
Why work with us on implementation
- Standard first. We configure before we code, and every customisation is documented with the reason it exists.
- Testing and training are part of each module cycle rather than a rushed block at the end.
- You see your own data in the system early. Nothing is more effective at surfacing missing requirements than a sales manager looking at their real pipeline.
- Remote delivery means workshops are recorded, decisions are written down the same day, and your team can review them at any time.
The usual problem and how we work instead
The usual problem
- No implementation plan on the client side and no reserved time for key users
- Change management is left until the last month, when it is too late to matter
- Training happens once, in a large group, a week before go live
- Data is exported the night before cut over and cleaned in production
How we work instead
- A joint plan with named owners for every module, and a clear estimate of your team's hours per phase
- Users are in the first workshop and every one after it, so the system is theirs by the time it launches
- Training runs per module, per role, with recordings and step by step guides your team keeps
- Data is extracted early, cleaned in spreadsheets you review, and loaded into a test database at least twice before go live
How we deliver an Odoo implementation
Discovery and audit
Requirements workshops per business unit, a gap analysis against standard Odoo, a target concept and an estimate. If you have already completed ERP consulting with us, this phase is shorter.
Set up and module workshops
Instances, users, companies and base data are prepared. Each app starts with a workshop in which we run your process end to end in Odoo and agree the configuration.
Configuration, customisation and integration
We configure standard Odoo first. Custom developments and integrations follow the concept and are documented as they are built.
Data migration and testing
Data is cleaned and loaded into a test database. We test internally, walk your key users through each process, then run user acceptance testing across a complete business cycle.
Go live and hypercare
A cut over plan with a rollback option, a go live weekend or evening as your business needs, and daily support for the first weeks.
Managed service
When hypercare ends, the system moves into our managed service if you want it: support, maintenance, new features and training on demand.
Which Odoo apps we implement
Most projects start with Sales, CRM, Invoicing, Accounting, Inventory and Purchase, because that is where the data flows connect. Manufacturing, Project, Timesheets, Helpdesk, eCommerce, Point of Sale and the HR apps follow when the core is stable. We will tell you plainly if an app is not mature enough for your use case in your version, and what the alternative is.
Frequently asked questions
How long does an Odoo implementation take?
A focused first phase covering sales, invoicing or accounting, inventory and purchasing for a single company typically runs a few months from discovery to go live. Adding manufacturing, eCommerce, projects or several legal entities extends that. The largest factors are the number of processes, the state of your data and how much time your team can give the project. We give you a timeline with the roadmap and update it at every phase boundary.
Do we go live with everything at once?
Usually not. We recommend going live with the core apps first, because that is where the data flows connect, and adding further apps in later phases once the core is stable. For groups, roll out is typically entity by entity using the first as a template. A single big go live is possible when the business needs it, but it carries more risk and needs more preparation.
How much of our team’s time will the project need?
More than most people expect. A project lead needs at least two days a week. Each key user needs time for workshops, testing and training, which can add up to several days per module. We estimate these hours per role and per phase in the roadmap so that managers can plan for them.
Will you customise Odoo for us?
Where there is a clear business case, yes. Our default is to configure standard Odoo first, use existing modules second and write code last. Every customisation is documented with the reason it exists, because each one adds cost at every future upgrade.
How do you handle training?
Per module and per role, close to the point of use. Key users are trained as each module is configured and they in turn test it. End users are trained before go live with sessions, recordings and short written guides that you keep. We avoid a single large session a week before launch.
What happens after go live?
A hypercare period with daily contact for the first weeks, followed by handover to our managed service if you want ongoing support, or to your internal team with documentation and a knowledge base.
Related services
Process Automation
We connect Odoo to the tools around it and automate the repetitive steps inside it, from order to cash and from purchase to pay.
Odoo Managed Services
A monthly service that keeps your Odoo running, resolves user questions, applies updates and adds the functionality your business needs next.
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