Odoo implementation
Odoo implementation planned around how you work.
We configure Odoo to your processes, move your data across cleanly, and train each team on the parts they use, so go-live is a planned step rather than a leap.
Official Partner
What's included
What we handle in a rollout.
- Discovery and fit-gap. Workshops with each department, then a written scope that marks every requirement as standard, configuration or custom.
- Configuration. Companies, warehouses, chart of accounts, taxes, approval rules, user roles and access rights.
- Data migration. Customers, vendors, products, opening balances and open documents, moved in rehearsal runs you sign off before the final cut-over.
- Custom work where it pays. Modules only where standard Odoo can't reasonably fit. See custom module development.
- Training. Role-based sessions and short written guides for each team.
- Go-live and hypercare. A cut-over plan, our team on hand at launch, and close support in the weeks after.
Phased, not big-bang
Most rollouts go in phases: finance and sales first, then inventory and purchasing, then HR or manufacturing. Each phase goes live on its own, so your team learns Odoo in steps and the project delivers value early.
The ten stages below show how each phase is planned, tested and handed over. You can also explore the methodology interactively on our Odoo ERP page.
Apps we commonly implement
- Accounting
- Sales
- CRM
- Inventory
- Purchase
- Manufacturing
- Employees
- Payroll
- Attendance
- Project
- Timesheets
- Point of Sale
- eCommerce
- Helpdesk
How a rollout runs
Ten stages, each with a deliverable.
Every Odoo implementation we run follows the same four phases: Discover, Build, Prove and Run. Each stage ends with something you can see and sign off, so you always know where the project stands.
Gathering requirements
Workshops with each department: sales, finance, warehouse, HR and management. We record what each team does today, what slows it down and what it needs from Odoo.
Deliverable: a requirements register that lists every need and who raised it.
Business analysis
We map how work flows now and how it will flow in Odoo, from quotation to cash and from purchase to stock.
Deliverable: as-is and to-be process maps.
System analysis (fit-gap)
Each requirement is checked against standard Odoo and marked as standard, configuration or custom. This is where scope, cost and timeline become firm.
Deliverable: a solution blueprint and your scope sign-off.
Installation and configuration
We set up the test and production environments on Odoo Online, Odoo.sh or your own server, then configure companies, taxes, the chart of accounts, warehouses and user roles.
Deliverable: a test environment your team can log in to.
Implementation
Your products, customers, vendors, price lists, approval rules and access rights go in. Data migration is rehearsed on the test system first, so mistakes surface early.
Deliverable: a working system with your data.
Customization and development
Only the gaps that standard Odoo can’t reasonably cover become custom Odoo modules. They’re built in short sprints, as upgrade-safe add-ons.
Deliverable: reviewed builds and your build sign-off.
Testing and QA
Your team runs real scenarios end to end: an order through to its invoice and payment, a purchase through to stock and the bill. Issues are logged and fixed before go-live is scheduled.
Deliverable: signed-off user acceptance testing.
User training
Role-based sessions, so each person learns the screens they will use, with short written guides to keep.
Deliverable: trained users and your go-live sign-off.
Going live
A rehearsed cut-over: final data load, opening balances checked, the old system frozen, and our team on hand while your people start working in Odoo.
Deliverable: your live Odoo system.
Support and maintenance
Close support in the weeks after launch, then an optional monthly Odoo support plan for fixes, small changes and version upgrades.
Deliverable: a support plan that fits how you use Odoo.
What we need from your side
- A project owner. One person who can make decisions and get answers from each department.
- Time from key users. A few hours a week from the people who know each process, mainly during workshops and testing.
- Clean source data. Current customer, product and opening-balance lists. We help you clean them, but your team knows which records are still in use.
Further reading
Before you start, read how long an Odoo implementation takes and how to choose between Odoo Community and Enterprise.
Questions clients ask
Common questions.
Do you implement Odoo Community or Enterprise?
Both. We help you choose based on the apps you need, your user count and total cost over several years.
Can we keep our current system running during the project?
Yes. Your current system stays live until the final cut-over, and we rehearse the data move beforehand so the switch takes as little downtime as possible.
Who owns the system after go-live?
You do. You get admin access, documentation and the source of any custom modules. Many clients keep us on a support plan, but it's your choice.
How long does an Odoo implementation take?
A focused rollout of a few standard apps can take a few weeks. Multi-department projects with custom modules and data migration usually run for several months, in phases. We give you a first range after a short scoping call and confirm it in writing after discovery.
Can the implementation run remotely?
Yes. Workshops, reviews, training and go-live support can all run over video calls and a shared test system, scheduled to overlap with your working day.
See the whole Odoo picture
Implementation is one part of our Odoo ERP Solutions, alongside custom modules and ongoing support. See how the pieces fit together.
Next step
Plan your Odoo rollout.
Tell us the apps you use today and where work gets stuck. An engineer replies within one business day with next steps.