Steps To Implement Odoo Erp Successfully

By Author: Alex Forsyth
Total Articles: 120
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Odoo is a complete suite of business management applications and tools. Used by more than 2 million business across the globe of different sizes and levels due to the open-source architecture and the flexible and highly accessible and customisable modules and codes that fit into all categories of business. The implementation of Odoo ERP is absolutely free. Moreover, unlike the other proprietary ERP options available, you won’t have to pay any license fee to use the software. 
 
The modules of Odoo includes manufacturing, billing, warehouse management, purchasing, finance, project management, POS, CRM, SCM, and over 1000 others, which support different business activities across SMEs and enterprises. 
 
Customisation of these modules is essential as every business has its own unique challenges and requirements. Customising these modules as per these needs enables integration of different departments, data management using a single platform, and automation of processes. 
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When the business activities are thoroughly and clearly defined, the chances of successful ERP implementation increases. Who is working on a particular process, what are the processes, with which other operations they need to be integrated, how is the entire system running, etc., are the essential information that must be provided to the ERP experts before getting started with the implementation procedure. The key reason to integrate and implement an ERP into a business system is the proper interaction between the different business functions. As a complete ERP package, Odoo ensures exceeding interaction between the various areas of a business. 
 
So, if you are tired of investing in infinite software options for different process management that is simply burning your hard-earned cash because of the heavy license fee, complex features, and lousy support, then this affordable and open-source ERP is your ultimate choice that can ensure to resolve all your business complexities. 
 
Here are the steps for successfully implementing the ERP. 
 
Documentation:
The implementation process starts with a possible collaboration with stocktaking and planning and creating the PID that is Project Initiate Document. The PID will contain detailed planning of the scope, the budgeting, and the configuration information. The PID will serve as the document for the possible implementation. 
 
Project Management:
The complete project management depends on two basic factors, one is the proven method of approach and the other is the execution of the implementation project with all the departments and employees involved in it. Quality, teamwork, and passion to implement the software rightly, all are the important aspect of the approach. Empathy, business approach, and adequate knowledge of the processes are essential as well for project management. 
 
Implementation:
The process of implementing the software is purposive and is based on understanding and realising milestones. Together with all the employees involved in your business, you need to work on the implementation process considering things like the processes, the entire set up, and system, and the budget. During and after the implementation, you need to take care of the optimal functionality of the business to ensure a streamlined workflow with efficient management of the activities. 
 
Customisation:
Customisation means including and integrating only the required modules and codes avoiding the rest that is not required initially. With the document ready, you can study the objectives and the involved functions of the business and accordingly do the customisation. And the best things is that, with Odoo, you can gradually add and integrate the modules with your business expansion and addition of more repetitive and tiring business processes. 
 
Training:
In this step, the employees are trained properly to handle the processes using the ERP and come up with the best results. Employees of different departments are also trained to collaborate with each other, transfer and share data for quick decision making, instant support, and customer services. 
 
Go-live:
A live-going plan is made in this stage of development and if required a migration plan as well to switch to the latest version of the ERP. 
 
Implementing the software properly can ensure the seamless running of the business, resulting in increased productivity, better customer services, more revenue, and overall an efficient workflow that business can enjoy for years. 
 
Alex Forsyth is an expert in Odoo ERP implementation and is associated with a reliable ERP service provider in Australia, Envertis Software Solutions. The author has written this article to help out with a step-wise guide for successfully implementing the ERP software into a business system.