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ODOO IMPLEMENTATION & DEVELOPMENT METHODOLOGIES

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ODOO IMPLEMENTATION & DEVELOPMENT METHODOLOGIES

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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.

As an Official Odoo Partner, Globalteckz follows a structured and result-driven approach, ensuring quality and successful ERP development. In this post, we will explore the methodologies we use to achieve smooth and efficient Odoo ERP implementations for our clients.

“Which Odoo Implementation Methodology Will You Follow?” – A Key Question to Ask

One of the most important questions clients ask in software development is about the methodology to be used. At Globalteckz, we believe that a successful software implementation, including the go-live phase, is only possible with active client involvement. To ensure smooth collaboration, we adopt a combination of Agile and Scrum methodologies, keeping the client engaged at every stage of development. This approach ensures that both our team and the client are aligned, moving forward together in the Odoo implementation process.

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

At Globalteckz, we adopt an iterative approach to Odoo development, addressing each challenge based on the client’s unique business requirements. The project is broken down into phases, with continuous communication between our team and the client at each stage of development. This ensures that any necessary adjustments or changes can be made promptly. Below is the flow of our Odoo implementation methodology.

Requirements Analysis Methodology – Step 1

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.

Demonstration – 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.

Re-evaluation method – 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.

Phase Delivery – 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.

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.

Training  – 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 – 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.

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.

Choosing the Right Odoo ERP Implementation Methodology: Waterfall, Agile, or Hybrid Approach

When implementing Odoo ERP, selecting the right methodology depends on the clarity of your requirements, the complexity of your workflows, and the flexibility needed for changes during the project. Below are the common Odoo implementation methods based on various factors:

1. Waterfall Methodology

  • When to Use: This method works well when the requirements are well-defined and stable, and when there’s a clear understanding of the scope and workflows. It’s ideal if your organization has:
    • A clear list of requirements.
    • Predefined workflows and processes.
    • Finalized forms, fields, and modules to incorporate.
    • Limited changes expected during the implementation.
  • Benefits:
    • Predictable timeline and scope.
    • Easier to manage when the requirements are fixed and well-documented.
    • Minimal need for changes during the implementation phase.
  • Drawback: Limited flexibility if changes are needed during the project.

2. Agile Methodology

  • When to Use: If the requirements are evolving or if the organization is going through significant changes, an Agile approach is more suitable. It works best in scenarios where:
    • The organizational structure is expected to change.
    • Some requirements may evolve over time.
    • Continuous feedback from stakeholders is crucial.
  • Benefits:
    • High flexibility to incorporate changes during the project.
    • Regular iterative cycles allow for quicker feedback and adjustments.
    • More adaptive to organizational shifts and unanticipated needs.
  • Drawback: Can lead to scope creep if not properly managed and can be harder to predict timelines and costs.

3. Hybrid Methodology (Waterfall + Agile)

  • When to Use: If you have a mix of well-defined requirements and uncertainty around certain areas (such as future organizational changes), a hybrid approach can be beneficial. This combines:
    • Waterfall for the well-defined aspects of the project (e.g., core modules, workflows).
    • Agile for the flexible, evolving parts of the implementation (e.g., customization, future adjustments).
  • Benefits:
    • A structured, predictable foundation with flexibility to adapt to change.
    • You can prioritize core requirements with the waterfall method, while using Agile for more fluid areas.
    • Allows for a clear roadmap but with room for changes and optimizations as needed.
  • Drawback: Managing both methodologies simultaneously can become complex if not properly coordinated.

Key Considerations for Choosing Methodology:

  1. Clarity of Requirements: If all requirements are clear from the beginning, Waterfall may be ideal. If there’s ambiguity, consider Agile or a Hybrid approach.
  2. Organizational Changes: If significant changes are expected during the ERP implementation, Agile or Hybrid methodologies are better suited to accommodate such transitions.
  3. Documentation: Having comprehensive documentation or pre-researched material will enable you to follow a Waterfall approach. In the absence of this, Agile offers flexibility for documentation to evolve as the project progresses.
  4. Stakeholder Involvement: Agile requires ongoing communication and feedback from stakeholders. If you have dedicated stakeholders available throughout the process, Agile or Hybrid may be more effective.

ConclusionUltimately, the key is to assess the stage of your project, the level of uncertainty about the requirements, and the potential for change within your organization. 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 customization needed in the software or sometime functions that has already been developed for other clients eg: 3rd party integration.

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