Odoo implementation checklist: 10 questions to answer before kickoff

An Odoo implementation goes faster when the basics are decided before the first workshop. Use this checklist with your team.

1. What problems must Odoo solve first? Pick the three that matter most.
2. Which apps are in phase 1? For example CRM, Sales, Inventory and Accounting, and what waits for phase 2.
3. Community or Enterprise? This affects apps, hosting and upgrades.
4. Where will Odoo be hosted? Odoo Online, Odoo.sh, cloud server or on-premise.
5. What data will you migrate? Products, customers, suppliers, open orders, opening balances, and who cleans it.
6. Which systems must connect? Online store, payment gateways, banks, shipping carriers.
7. Who are the key users? One owner per department who can make decisions and test.
8. What must be custom? Keep customisation to what gives real business value.
9. How will people be trained? Role-based sessions and short guides work best.
10. What is the go-live date, and the fallback plan?

Keep the first phase small

Going live with a focused first phase, then adding apps, is almost always faster and cheaper than trying to launch everything at once.

Want help answering these? book a free 30-minute consultation and we will walk through the list with you.

admin

ERP consultant.