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Although there are many Odoo Implementation methodologies or methods adopted by different vendors based on their experience some of them includes, scrum methodology, Agile software development methodologies or a combination of agile & scrum software development methodologies or waterfall software development methodologies and so on . . . As we all know that the success of any ERP software development depends on how well the implementation method is planned while considering every aspect of the functionalities in the business.

Many time Odoo implementation methodology is ignored which can bring failure to the project, Therefore it is important to ask your vendor about the methods which will be followed for your Odoo implementation. Your ERP implementation project can be small or Large ranging from 1 month to 1 to 2 years based on your business requirements.

Being Official Odoo partners and keeping our motive alive every day with “Quality and Successful Development for Every client” In this post we will discuss about Odoo ERP software development methodologies and Development methodology by our Team which made our undertaken project successful. “What Odoo methodology you use?” This is one of the most important questions asked by almost every client for software development areas.

At Globalteckz we believe that successful software implementation including go live phase is not possible without the interaction of clients. Therefore we follow a combination of both agile software development methodologies or scrum methodology to ensure at every stage of development the client is involve to ensure both our team and client are moving on the same page of Odoo implementation.

odoo implementation methodologyRead our Article – Best ERP software for your Business

We develop Odoo software in an iterative method where every problem is resolved as per the business requirement of the client. The whole project is divided into phases and the client is kept in communication during every functions has been developed. This further assures quick actions or changes can be taken if required. Following is the flow of our Odoo implementation methodology.

Odoo Requirements methodology – Step 1 – Analysis

Requirements Analysis: This stage is one of the basic stages after the selection of the software. The requirement set up is done by the client or by our team in case the requirement document is not available. The high level requirements are further divided into phases based on the importance of the modules and departments of the organization.

One must note that without proper requirements and clarifications in hand Odoo implementation can be a failure. Therefore we suggest either to keep requirements handy by giving a proper time in understanding your own business processes.

Due to improper requirements in hand may software companies failed to implement ERP software. If the requirements are not available with you, then with small investment initially you can start with Business Requirements Analysis document.

This documentation takes around 1 week to 3 weeks for preparation which in detail gives you an idea of your whole company processes. Globalteckz Functional and technical team prepare this document which can be used for any ERP implementation. Business Requirement document gives you a clear picture to your vendor as well as ease to get quotation from other Odoo Vendors. This way you get a proper timelines and powerful decision can be created.

Odoo Development Methodology – Step 2

Design and Development: Once the phases are freeze design and development is initiated by Globalteckz team member which always includes a project manager even in case of small projects. The Project Manager ensure all the functional requirements are met up by Odoo technical team. Remember we discussed about Business Requirements analysis document via which phases and important modules can be taken care off.

A proper understanding of phase delivery or module delivery will give you an idea to go live with each departments. Odoo Design and development phase require a constant communication with the employees of your company – this bring us with a proper Odoo module development which will be working as per your business needs. This method is mainly use in the Agile development methodology of ERP system.

Odoo Demonstration methodology – Step 3

Demo: Once the Design and development is completed – considering 1 week for a particular module the Technical as well as the project manager provide the demo of the work to the client. In case there are changes that need to be done it move to the re-evaluation stage. Demo stage is important to cover all the technical and functional areas that has been design in Odoo ERP software.

Odoo Re-evaluation methodology – Step 4

Re-evaluation stage: This stage comes only when there are minor changes require during the demo of a particular module. In this stage the technical team makes the changes as per the communication with the client during the demo stage. Re – evaluation again move to step 3 of Demo and once the client is satisfied with the form, fields, workflows, hierarchy this stage moves to Phase delivery.

Odoo Phase Delivery methodology – Step 5

Phase Delivery: Once the re-evaluation and changes are done the team again offers a demo of the changes to the client and freeze the phase with a delivery of a particular module or Odoo app on a staging server.

Odoo Testing methodology – Step 6 – Pilot

Once the phase or module is delivered on staging client can start pilot testing of Odoo along with globalteckz team this will help to get familiar with the newly created module and its working. Pilot testing is done along with other departments where the module will affect in terms of processes and workflows. For example if you implemented a CRM modules with customization, Accounting, purchases, warehouse departments also need to understand the affects.

Odoo Training methodology – Step 7 : Doubt Clearance

Training and Doubt clearance stage allow clients and users to understand properly about the module functionlities, if there is any doubt users can clear it with globalteckz team where functional resource are allocated.

Odoo Roll out methodology – Step 8

Odoo final Roll out stage is where the installation is done on client server where odoo is installed. After completing the demo and training now user can start using the system on live server.

Odoo Sign Off  – Step 9

Odoo module sign off is done once the client is satisfied with the module delivery, Sign off showcases that the module developed is 100% up to the mark with respect to functionality of the software as well as with odoo coding standards.

Odoo New requirements Analysis methodology – Step 10

Once the phase is roll out then new requirements or new development can be discussed which client would like to perform in further development and customization. Again the same process will be followed once finalization of new requirements.

The above process finally includes a testing and quality check on client server to insure the functionalities are working very properly without any bugs in the software.

If you notice in the above method – There is client and Project lead interaction involved which helps with perfect and quality implementation. Once the phase delivery is done the project moves to another phase that needs other customization and development.

The above method of Implementation is not restricted to every project – The methodology also changes when there is out of the box implementation or lower odoo customization needs in the software or sometime functions that has already been developed for other clients eg: 3rd party integration.

Our team at Globalteckz also offers business requirement analysis to our clients which are one of the most important analyses for any business who want to implement any ERP software. We will discuss more in detail about Business requirements analysis in our next blog post including the importance and the stages of documentation.

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