Steps For Successful Odoo Erp Implementation

By Author: Alex Forsyth
Total Articles: 164
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Odoo was introduced in the market a couple of years back and today it has over 7 million users across the world. Odoo is now considered the fastest, most secure, scalable, flexible, and most promising ERP software solution for businesses of all sizes and sectors. It is an extensive and open-source ERP solution that ensures to fit the needs and operations of different industries right from manufacturing to construction, retail, eCommerce, wholesale, trading, healthcare, education, and more. And the best thing about the ERP software is that its source codes are readily available and can be customised as per the business needs, and budgets. But, a crucial thing that users need to keep in mind is to implement the software in the right way to achieve the desired results and enjoy rapid business growth and performance. 
 
Here are the steps for successful Odoo ERP implementation shared by a proficient consultant of Odoo in Australia. 
 
Odoo ERP is an all-encompassing and all-in-one integrated ...
... suite of business management applications that fits flawlessly into the requirements and budgets of startups, SMEs, and large-scale organisations. With more than 7 million worldwide users and more than 15000 modules and applications, Odoo has made a new record in the ERP market. Every business comes with different needs and processes and Odoo offers customisable solutions to accurately cover the needs of all. The scalability of the ERP also makes it easy, to begin with, the implementation of the basic modules first and then add more later on with the business growth and required changes. But to leverage the most of this ERP, you need to successfully implement it. And here’s the right way to get it done. 
 
Start with the business review process: 
The business review step is the first step of Odoo ERP implementation. The main objective is to do an overall analysis and review of all the business requirements. Also, it is important to discuss the business requirements and processes that are the overall review with the Odoo implementation company and the professionals there to allow them to understand everything about the business operations before getting started with the implementation process. 
 
Project planning and Gap analysis: 
Once you are done with the analysis and review of the business requirements, the next step is to do proper and strategic project planning and gap analysis. 
 

Project planning: 

Project planning includes four things:

Sharing the project layout with the ERP implementation team and identify the discrete responsibilities, timelines, and tasks needed for the project. 
Performing the tasks as per the Odoo implementation plan created by the project team. 
Creating appropriate system policies for maintaining the database and keeping the backup of the data. 
Preparing the requisite custom reports. 
Gap analysis: - Gap analysis is the process of collecting all the project specifications and determining the estimated customisations to be made, the time that will be needed for the implementation and the other related aspects, thereby, showing the gap between the sections or areas that need specific development and the standard parts. 

 
ERP installation, training, and testing: 
The most crucial steps of Odoo implementation is customising the ERP, installing it, upgrading the required modules and applications of it, providing training to the users and employees and testing the software. The customisations made and the other ERP and business data get stored in a centralised platform to enable the professionals to keep on testing the software performance. 
 

Sprint planning meeting: At the beginning of each sprint, the Sprint Planning Meeting is held where all the members of the project team sit together and decide which items can be concluded for the next sprint. And if something new needs to be added, that can be also updated during this session or meeting. 

Providing training to the end-users and employees: Proper training is provided to the end-users and the other employees of the business regarding how to use the different modules of the ERP for their business processes, how to use the software for their business management, how to access the centralised data, how to use the reports and inquiries to attain the required data or information, etc. 

ERP testing: And then comes the ERP testing process. Here, all the modules and applications that are integrated into the business system are tested properly. The performance of the ERP after getting implemented into the business system is also tested. 

Go-live: During the go-live phase, it is ensured that all the business requirements have been met and the business system can now make the best use of the ERP to run flawlessly and efficiently. 

 
Review post implementation and ERP maintenance and improvement:
This is the final step of Odoo ERP implementation. Here, planning is made to maintain and upgrade the ERP with every new release of the ERP version. 
 
So, these were the steps for successful Odoo ERP implementation. Now, hope you are aware of the different steps you need to execute to get the software customised and implemented into your system as per your business needs. However, if you have handed over your project to a reliable and leading Odoo implementation partner, then you can be sure of getting the software successfully and flawlessly implemented into your system along with services like providing ERP usage training to your employees, and ERP maintenance services as well. 
 
Alex Forsyth is a skilled and proficient consultant of Odoo in Australia, associated with the most trusted and top-rated Odoo implementation company, Envertis Software Solutions. The author has shared the steps and stages for successful Odoo implementation in this article.