Odoo (OpenERP) implementation methodology, odooopenerp

Odoo (OpenERP) implementation methodology, odooopenerp

Author: Suzhou-weichen

The successful implementation of Odoo (OpenERP) is inseparable from the cooperation of the implementation teams of the supply and demand sides. A good plan is the key to the smooth launch. The ERP system involves a lot of content. If one link is not completed properly, it will also affect the effective promotion of the entire project. This article mainly summarizes some of the considerations of the Odoo implementation process at different stages. The roles involved include the implementer and the customer, which are for reference only.

1. Feasibility Study
When selecting an ERP system, enterprises need to be clear: what business pain points are expected to be solved through the ERP system? How well does Odoo Standard Edition fit the company's business processes? If you agree with the design concept of the Standard Edition, feel that the availability is strong, or you can add some features to meet application requirements, you can consider the project.

2. Demand Analysis and plan formulation
Sort out existing business processes, analyze which are Odoo standard processes and non-standard processes, which can be customized and developed in Odoo, and which non-standard processes should be discarded. The implementation of ERP should standardize the business process as much as possible. All non-standard processes should be retained to free up productivity, and it is difficult to see results after all.

3. custom development and testing
Custom development mainly includes interface customization, workflow customization, and report customization. The elegant underlying architecture of Odoo is sufficient for agile development of programs. To ensure full control of development, custom development should follow the principles of iterative development and Incremental delivery. Prior to delivery testing, all Role users should be fully involved.

4. system deployment and basic data entry
Select an appropriate deployment scheme based on the actual situation of the enterprise: SAAS/supplier hosting/internal deployment. Install the software system, perform initialization settings, and enter basic data, including: users, business partners, products, BOM, minimum inventory rules, inventory check tickets, and initial creden. You should use a template to import a large amount of data.

5. Launch the system
The official user manual should be prepared before going online, and centralized training should be conducted for users in various departments. You can set the simulated launch period. During this transition period, the two sets of online and offline accounts are in parallel, which helps to identify the omissions in the preliminary test and improve them in time. After the problem is solved, it will be officially put into operation.

6. Support and Maintenance
It is necessary to promptly respond to problems encountered during user use, regularly back up data, maintain normal server operation, and perform necessary performance tuning to prevent downtime incidents. Whether to follow up the upgrade when the new version of Odoo is released should adhere to the principle: if the program continues to run normally, do not blindly pursue the new version; if you want to apply some features of the new version, you can consider upgrading, before the upgrade, you must perform a detailed test on the test server.

For a summary of the implementation of the project in the later stage, refer to the previous blog: Key Points of ERP project implementation success or failure

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