1. Discovery
Our process begins when you schedule a discovery call with us through the link on our website. This initial discussion allows us to gain a clear understanding of your business, objectives, and pain points, providing the foundation for a successful Odoo implementation.
- Understanding Your Business: We dive into your goals, workflows, and challenges, creating a high-level overview of your needs.
Outcome: A comprehensive understanding of your needs, ready for in-depth analysis and planning.
2. Estimation & Project Planning
After the discovery call, we enter the Estimation phase, where we conduct a detailed analysis to create an accurate project roadmap. To ensure precision, we request any existing documentation you may have and provide a list of clarifying questions. This approach allows us to fully capture the scope, producing a realistic project estimation that sets clear expectations.
- Detailed Task Analysis: Every identified task is assessed in-depth to accurately gauge scope and resource needs.
- Requesting Documentation & Questions: We ask for existing documentation and send a tailored list of questions to confirm and refine requirements.
- Timeline & Estimation: We create a structured timeline and resource estimation, giving you clear visibility into each project phase.
- Goal Setting: We establish measurable goals to keep the project focused on your desired outcomes.
Outcome: A comprehensive project plan with a precise timeline and estimation, setting the foundation for a smooth and efficient implementation.
3. Weekly Agile Cycles
Once requirements are defined, we engage in a collaborative, weekly cycle to document, review, and refine each aspect of your system configuration. This iterative approach—through regular client meetings—ensures continuous progress, clear visibility, and consistent value delivery.
Weekly meetings
Each week, we hold a meeting with you to plan upcoming tasks, review progress on the previous week’s deliverables, and outline any necessary adjustments. This agile process promotes transparency and keeps the implementation on track.
Collaborative Documentation
- Requirements are documented in a detailed, collaborative format, with active client input and adjustments in each cycle to advance as efficiently as possible between meetings. This documentation phase is a critical checkpoint before configurations begin, ensuring alignment and accountability.
- Leveraging Odoo Out-of-the-Box: Our approach prioritizes Odoo’s standard features, customizing only when absolutely necessary to keep your system streamlined and manageable.
- User-Focused Design: Every configuration is thoughtfully designed to be user-friendly, aligning with your team’s daily workflows for a seamless user experience.
Deliverables: A comprehensive, collaboratively-developed repository of documentation, ready for precise configurations, using Odoo’s best practices and tailored to your specific needs.
After the implementation is completed this document repository will be your Odoo SOP (Standard Operating Procedures).
Standard Odoo Configurations
In the same weekly cycle, with each approved documentation in hand, we preform the corresponding configurations, where each documented requirement is directly translated into a tailored setup within Odoo. This approach ensures that every element in the documentation is accurately reflected in the configuration, aligning the system precisely with your business needs.
Again, our focus is to leverage Odoo’s out-of-the-box features wherever possible, creating a clean, efficient setup that adheres to best practices.
- Documentation-Driven Configurations: For every approved piece of documentation, we promptly proceed with the corresponding configuration. This ensures a seamless transition from documentation to execution, with each requirement accurately implemented.
- Rigorous Testing & QA: Every configuration undergoes a comprehensive Quality Assurance (QA) process, verifying accuracy and performance to ensure quality before moving forward.
Outcome: A stable, reliable system progressively improved week after week, to maximize Odoo’s standard capabilities, set up with precision, efficiency, and adherence to your documented needs.
Reporting
Transparency is key to a successful partnership. At Odoo Concept, we provide weekly reports to keep you fully informed on project progress and resource usage, ensuring alignment with timelines and budgets.
- Weekly Reporting: Each week, you’ll receive a detailed report outlining overall project progress, hourly consumption, and timeline updates. This report gives you clear visibility into every phase, keeping you up to date and allowing for any adjustments if needed.
- Progress Tracking: We highlight completed tasks, ongoing activities, and upcoming milestones, ensuring you’re always aware of where we are in the implementation process.
- Resource & Timeline Management: By tracking hours used and comparing them with estimations, we maintain transparency and proactively address any deviations from the original timeline or budget.
Outcome: A clear, transparent view of the project’s progress, enabling you to stay informed and engaged throughout the entire implementation journey.
User Training
Empowering your team with the skills to use Odoo confidently is essential for a successful implementation. Our training program follows a phased approach, with training sessions scheduled after each module is completed. This ensures your team can learn and apply new functionalities progressively, building competence as the system evolves.
- Module-Based Training Sessions: Training is conducted for each module upon its configuration completion, tailored to departmental needs and covering essential functions specific to each area.
- Included Training Hours: A recommended number of training hours is built into the project estimation, giving your team the time needed to understand and get comfortable with each module.
- Ongoing Support: After each training session, we provide continued support to answer questions and assist your team as they adjust to new functionalities.
Outcome: A knowledgeable, empowered team ready to maximize the value of each Odoo module as it’s implemented, building confidence and expertise progressively.
4. Soft Launch & Final Adjustments
Before fully going live, we initiate a soft launch. This phase tests the system in a live environment with limited risk, allowing us to make any final adjustments and verify that every part of the implementation is functioning as expected.
- Soft Launch Testing: We test the full system in a controlled environment, simulating real-world use.
- Final Adjustments: Based on soft launch results, we perform any necessary fine-tuning.
- Go/No-Go Verification: A final check to confirm everything is ready for the official launch.
Outcome: A system that’s validated in a real-world scenario, fully prepared for a seamless transition to go-live.
5. Go-Live & Support
With everything in place, we assist with the official go-live and stay available for support as your team settles into Odoo. Our commitment to your success doesn’t end with launch—we’re here for continuous improvement and support.
- Smooth Go-Live: We transition your team to Odoo with minimal disruption, monitoring closely to ensure stability.
- Ongoing Support: Quick response to any questions or adjustments your team may need post-launch.
- Continuous Optimization: We assess feedback and performance data to make any necessary adjustments for optimal efficiency.
Outcome: A fully operational Odoo system, backed by ongoing support and fine-tuning.
Developments
When certain requirements go beyond Odoo’s standard functionalities, we move into a development phase. Custom developments are handled with care and always justified by necessity to keep your system streamlined and manageable.
- Targeted Customization: We develop only when absolutely required, ensuring that each customization provides critical functionality that cannot be achieved through standard Odoo features.
- Collaborative Review: Each development is reviewed with you to confirm alignment with your needs and expectations before deployment.
- QA & Documentation Alignment: Developments undergo extensive testing to confirm functionality and compliance with the initial documentation, maintaining alignment with project goals.
Outcome: Custom functionalities that seamlessly integrate with Odoo’s core system, delivering essential capabilities without overcomplicating your system.