What's included in our Implementation Plan?

1. Pre-Implementation Phase

  • Requirement Gathering & Business Analysis
    • Workshops and interviews with stakeholders
    • Documentation of business processes & workflows
    • Gap analysis (standard Odoo vs. client requirements)
  • Solution Design
    • Mapping requirements to Odoo modules
    • Preparing functional/technical specification
    • Implementation roadmap & project planning

2. Implementation Phase

  • System Configuration
    • Module installation & setup
    • User roles & access rights
    • Company settings (currency, taxes, fiscal year, etc.)
    • Reports & dashboards
  • Data Migration
    • Master data (customers, suppliers, products, chart of accounts)
    • Transactional data (opening balances, stock levels, etc.)
    • Data validation and clean-up

3. Training & Knowledge Transfer

  • End-User Training
    • Functional training for daily operations
    • Hands-on exercises & real case simulations
  • Admin / Super-User Training
    • Managing configurations, users, and reporting
    • Handling errors & basic troubleshooting

4. Testing & Validation

  • Unit Testing
  • User Acceptance Testing (UAT) with key users
  • Iterative adjustments based on feedback

5. Go-Live & Support

  • Go-Live Assistance
    • Final data migration / cut-over
    • Monitoring of first transactions
  • Post-Go-Live Support
    • Hypercare period (usually 2–4 weeks)
    • Bug fixes and small adjustments

6. Ongoing Services (Optional / Add-Ons)

  • Change Requests & Enhancements
  • System Maintenance & Upgrades
  • Helpdesk / SLA Support
  • Performance monitoring & tuning