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odoo implementation and development methodology and company

Odoo Implementation & Development Methodologies

The success of any ERP or Odoo implementation largely depends on the methodology used. Different vendors adopt various approaches based on their experience, including Scrum, Agile, Waterfall, or a hybrid model. A well-planned methodology ensures that all business functionalities are considered, reducing the risk of project failure.

Many businesses overlook the importance of Odoo implementation methodology, which can lead to setbacks. It is crucial to discuss with your vendor the approach they will follow to ensure a structured and efficient development. The project timeline can vary from a few months to over a year, depending on the complexity and business requirements.

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Odoo Implementation & Development

Odoo Implementation & Development

Implementing Odoo ERP is more than just installing software — it’s a complete journey to align the system with your business processes. At Globalteckz, we provide end-to-end Odoo implementation and development, from setup to successful rollout. The process starts with installation and license management, followed by configuration of company details, localization, taxes, and accounting rules. Next, we handle customization and development to adapt modules, create workflows, reports, and dashboards, while setting up user roles and security.

We also manage integrations with third-party tools like payment gateways, shipping carriers, or CRMs, ensuring Odoo functions as the central hub. After development, we conduct testing, pilot runs, and employee training, leading to a smooth go-live.

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odoo implementation methodology
Odoo Implementation Methodology - Globalteckz

Odoo Implementation Methodology

Step 1

Requirements Analysis Methodology

This stage begins after the selection of the software. The requirement setup is done either by the client or by our team (if a requirement document is not available). High-level requirements are further divided into phases based on the importance of the modules and departments of the organization.

Note: Without proper requirements, Odoo implementation can fail. We strongly suggest preparing a Business Requirements Analysis document to avoid pitfalls. This takes around 1–3 weeks and gives a detailed overview of processes, helping vendors provide accurate timelines and quotations.
Step 2

Odoo Development Methodology

Once phases are finalized, design and development begins with involvement from a Project Manager. The PM ensures functional requirements are met by the technical team. Agile methodology is followed with close collaboration between Globalteckz and client teams.

Step 3

Demonstration

After development, a demo is provided (typically 1 week per module). Both technical and functional aspects are reviewed. If changes are required, it moves to the next step.

Step 4

Re-Evaluation

Minor changes requested during the demo are implemented. The revised module is presented again until client satisfaction is achieved.

Step 5

Phase Delivery

Once approved, the phase/module is delivered on a staging server for client verification.

Step 6

Testing Methodology – Pilot

The client, along with Globalteckz, conducts pilot testing of delivered modules. This ensures workflows and dependencies across departments (e.g., CRM with Accounting, Purchases, Warehouse) work seamlessly.

Step 7

Training & Doubt Clearance

Users receive training and can clear doubts with Globalteckz functional experts. This ensures smooth adoption of the system.

Step 8

Odoo Rollout

Final installation is performed on the client's live server. After successful demos and training, the system goes live.

Step 9

Sign-Off

A formal sign-off is obtained once the client confirms that the module meets expectations and Odoo coding standards.

Step 10

New Requirements Analysis

After rollout, new requirements or additional customizations can be taken up following the same methodology. This iterative process ensures scalability and long-term value.

Throughout the methodology, continuous client and project lead interaction ensures a smooth, high-quality, and bug-free implementation. Each phase delivery lays the foundation for the next, leading to a robust and scalable ERP solution.

Odoo ERP Implementation Methodology Comparison

Choosing the Right Odoo ERP Implementation Methodology

Methodology When to Use Benefits Drawbacks
Waterfall Well-defined, stable requirements
Clear workflows and processes
Limited changes expected 		Predictable timeline and scope
Easier management with fixed requirements 		Limited flexibility if changes arise
Agile Evolving requirements
Organizational changes anticipated
Need for continuous stakeholder feedback 		High flexibility
Iterative cycles allow quick feedback and adjustments
Adaptive to unanticipated needs 		Scope creep risk
Timelines and costs harder to predict
Hybrid Mix of well-defined and uncertain requirements
Core stable areas + evolving customization needs 		Structured foundation (Waterfall)
Flexibility for evolving needs (Agile)
Balanced approach with roadmap + adaptability 		Can be complex to manage if not well-coordinated
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    Odoo Implementation & Development Methodology FAQs

    Odoo Implementation & Development – Frequently Asked Questions

    Odoo implementation methodology is the structured process followed to plan, design, develop, test, and deploy Odoo ERP software for a business. A well-defined methodology ensures reduced risks, clarity in requirements, and successful project completion.

    Without a clear methodology, ERP projects often face delays, cost overruns, and functional mismatches. Methodology ensures that requirements are well-documented, client involvement is maintained, and deliverables are aligned with business processes.

    Vendors and partners usually adopt:
    • Waterfall Methodology – Best when requirements are fixed and processes are stable.
    • Agile Methodology – Suitable when requirements evolve and continuous feedback is needed.
    • Hybrid (Agile + Waterfall) – Ideal for projects with a mix of stable and flexible requirements.

    The standard steps followed are:
    1. Requirement Analysis & Documentation
    2. Design & Development
    3. Demonstration
    4. Re-evaluation & Adjustments
    5. Phase Delivery
    6. Pilot Testing
    7. Training & Doubt Clearance
    8. Final Rollout (Go-Live)
    9. Sign Off
    10. New Requirements Analysis & Future Development

    The timeline depends on the complexity of the project and business requirements. It can range from a few months to over a year. Projects with more modules, customizations, and integrations naturally take longer.

    Both the Odoo Partner/Vendor and the client team play key roles:
    • The partner ensures proper design, development, training, and rollout.
    • The client provides clear requirements, timely feedback, and active involvement throughout the process.

    Unclear requirements often lead to project failure. In such cases, Globalteckz prepares a Business Requirement Document (BRD), which clearly outlines processes, workflows, and modules to ensure structured implementation.

    As an official Odoo Partner, Globalteckz follows a structured and result-driven approach combining Agile and Scrum. Clients are engaged at every stage, ensuring transparency, timely feedback, and alignment with business goals.

    Yes. One of Odoo’s strengths is flexibility and customization. Globalteckz customizes workflows, fields, forms, roles, and hierarchies based on each client’s unique business needs.

    After Go-Live, the system undergoes quality checks and bug fixing. New requirements can also be added in later phases. Clients continue receiving support, updates, and training as needed.

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