This document summarizes Odoo Online's services, our Success Pack implementation methodology, and best practices to get started with our product.
1. The SPoC (Single Point of Contact) and the Consultant
Within the context of your project, it is highly recommended to designate and maintain on both sides (your side and ours) one and only single person of contact who will take charge and assume responsibilities regarding the project. He also has to have the authority in terms of decision making.
- The Odoo Consultant ensures the project implementation from A to Z: From the beginning to the end of the project, he ensures the overall consistency of the implementation in Odoo and shares his expertise in terms of good practices.
- One and only decision maker on the client side (SPoC): He is responsible for the business knowledge transmission (coordinate key users intervention if necessary) and the consistency of the implementation from a business point of view (decision making, change management, etc.)
- Meetings optimization: The Odoo consultant is not involved in the process of decision making from a business point of view nor to precise processes and company's internal procedures (unless a specific request or an exception). Project meetings, who will take place once or twice a week, are meant to align on the business needs (SPoC) and to define the way those needs will be implemented in Odoo (Consultant).
- Train the Trainer approach: The Odoo consultant provides functional training to the SPoC so that he can pass on this knowledge to his collaborators. In order for this approach to be successful, it is necessary that the SPoC is also involved in its own rise in skills through self-learning via the Odoo documentation, The elearning platform and the testing of functionalities.
2. Project Scope
To make sure all the stakeholders involved are always aligned, it is necessary to define and to make the project scope evolve as long as the project implementation is pursuing.
- A clear definition of the initial project scope: A clear definition of the initial needs is crucial to ensure the project is running smoothly. Indeed, when all the stakeholders share the same vision, the evolution of the needs and the resulting decision-making process are more simple and more clear.
- Phasing the project: Favoring an implementation in several coherent phases allowing regular production releases and an evolving takeover of Odoo by the end users have demonstrated its effectiveness over time. This approach also helps to identify gaps and apply corrective actions early in the implementation.
- Adopting standard features as a priority: Odoo offers a great environment to implement slight improvements (customizations) or more important ones (developments). Nevertheless, adoption of the standard solution will be preferred as often as possible in order to optimize project delivery times and provide the user with a long-term stability and fluid scalability of his new tool. Ideally, if an improvement of the software should still be realized, its implementation will be carried out after an experiment of the standard in production.
3. Managing expectations
The gap between the reality of an implementation and the expectations of future users is a crucial factor. Three important aspects must be taken into account from the beginning of the project:
- Align with the project approach: Both a clear division of roles and responsibilities and a clear description of the operating modes (validation, problem-solving, etc.) are crucial to the success of an Odoo implementation. It is therefore strongly advised to take the necessary time at the beginning of the project to align with these topics and regularly check that this is still the case.
- Focus on the project success, not on the ideal solution: The main goal of the SPoC and the Consultant is to carry out the project entrusted to them in order to provide the most effective solution to meet the needs expressed. This goal can sometimes conflict with the end user's vision of an ideal solution. In that case, the SPoC and the consultant will apply the 80-20 rule: focus on 80% of the expressed needs and take out the remaining 20% of the most disadvantageous objectives in terms of cost/benefit ratio (those proportions can of course change over time). Therefore, it will be considered acceptable to integrate a more time-consuming manipulation if a global relief is noted. Changes in business processes may also be proposed to pursue this same objective.
- Specifications are always EXPLICIT: Gaps between what is expected and what is delivered are often a source of conflict in a project. In order to avoid being in this delicate situation, we recommend using several types of tools* :
- The GAP Analysis: The comparison of the request with the standard features proposed by Odoo will make it possible to identify the gap to be filled by developments/customizations or changes in business processes.
- The User Story: This technique clearly separates the responsibilities between the SPoC, responsible for explaining the WHAT, the WHY and the WHO, and the Consultant who will provide a response to the HOW.
- The Proof of Concept A simplified version, a prototype of what is expected to agree on the main lines of expected changes.
- The Mockup: In the same idea as the Proof of Concept, it will align with the changes related to the interface.
To these tools will be added complete transparency on the possibilities and limitations of the software and/or its environment so that all project stakeholders have a clear idea of what can be expected/achieved in the project. We will, therefore, avoid basing our work on hypotheses without verifying its veracity beforehand.
This list can, of course, be completed by other tools that would more adequately meet the realities and needs of your project
4. Communication Strategy
The purpose of the QuickStart methodology is to ensure quick ownership of the tool for end users. Effective communication is therefore crucial to the success of this approach. Its optimization will, therefore, lead us to follow those principles:
Sharing the project management documentation: The best way to ensure that all stakeholders in a project have the same level of knowledge is to provide direct access to the project's tracking document (Project Organizer). This document will contain at least a list of tasks to be performed as part of the implementation for which the priority level and the manager are clearly defined.
The Project Organizer is a shared project tracking tool that allows both detailed tracking of ongoing tasks and the overall progress of the project.
Report essential information: In order to minimize the documentation time to the essentials, we will follow the following good practices:
Meeting minutes will be limited to decisions and validations;
Project statuses will only be established when an important milestone is reached;
Training sessions on the standard or customized solution will be organized.
5. Customizations and Development
Odoo is a software known for its flexibility and its important evolution capacity. However, a significant amount of development contradicts a fast and sustainable implementation. This is the reason why it is recommended to:
- Develop only for a good reason: The decision to develop must always be taken when the cost-benefit ratio is positive (saving time on a daily basis, etc.). For example, it will be preferable to realize a significant development in order to reduce the time of a daily operation, rather than an operation to be performed only once a quarter. It is generally accepted that the closer the solution is to the standard, the lighter and more fluid the migration process, and the lower the maintenance costs for both parties. In addition, experience has shown us that 60% of initial development requests are dropped after a few weeks of using standard Odoo (see "Adopting the standard as a priority").
- Replace, without replicate: There is a good reason for the decision to change the management software has been made. In this context, the moment of implementation is THE right moment to accept and even be a change initiator both in terms of how the software will be used and at the level of the business processes of the company.
6. Testing and Validation principles
Whether developments are made or not in the implementation, it is crucial to test and validate the correspondence of the solution with the operational needs of the company.
Role distribution: In this context, the Consultant will be responsible for delivering a solution corresponding to the defined specifications; the SPoC will have to test and validate that the solution delivered meets the requirements of the operational reality.
Change management: When a change needs to be made to the solution, the noted gap is caused by:
A difference between the specification and the delivered solution - This is a correction for which the Consultant is responsible
A difference between the specification and the imperatives of operational reality - This is a change that is the responsibility of SPoC.
7. Data Imports
Importing the history of transactional data is an important issue and must be answered appropriately to allow the project running smoothly. Indeed, this task can be time-consuming and, if its priority is not well defined, prevent production from happening in time. To do this as soon as possible, it will be decided :
- Not to import anything: It often happens that after reflection, importing data history is not considered necessary, these data being, moreover, kept outside Odoo and consolidated for later reporting.
- To import a limited amount of data before going into production: When the data history relates to information being processed (purchase orders, invoices, open projects, for example), the need to have this information available from the first day of use in production is real. In this case, the import will be made before the production launch.
- To import after production launch: When the data history needs to be integrated with Odoo mainly for reporting purposes, it is clear that these can be integrated into the software retrospectively. In this case, the production launch of the solution will precede the required imports.
Your Odoo Online subscription includes unlimited 24hr support at no extra cost, Monday to Friday. Our teams are located around the world to ensure you have support, no matter your location. Your support representative could be communicating to you from San Francisco, Belgium, or India!
What kind of support is included?
- Providing you with relevant material (guidelines, product documentation, etc...)
- Answers to issues that you may encounter in your standard Odoo database (eg. “I cannot close my Point of Sale” or “I cannot find my sales KPIs?”)
- Questions related to your account, subscription, or billing
- Bug resolution (blocking issues or unexpected behaviour not due to misconfiguration or customization)
- Issues that might occur in a test database after upgrading to a newer version
Odoo Support does not make changes to your production database, but gives you the material and knowledge to do it yourself!
What kind of support is not included?
- Questions that require us to understand your business processes in order to help you implement your database
- Training on how to use our software (we will direct you to our many resources)
- Import of documents into your database
- Guidance on which configurations to apply inside of an application or the database
- How to set up configuration models (Examples include: Inventory Routes, Payment Terms, Warehouses, etc)
- Questions or issues related to specific developments or customizations done either by Odoo or a third party (this is specific only to your database or involving code)
You can get this type of support with a Success Pack. With a pack, one of our consultants will analyze the way your business runs and tell you how you can get the most out of your Odoo Database. We will handle all configurations and coach you on how to use Odoo.
Our support team can be contacted through our online support form.