“A Goal without a Plan is Just A Wish”

Transitioning to better technologies & system is crucial for every business to ride rapid changes in the business environment to sustain & grow your business. An efficient ERP helps you to not only reduce costs but streamline operations. Implementing a new system in an organization might seem very challenging in the beginning, but will be rewarding in the long run if implemented properly. This blog will act as a reference & helping tool in planning & implementing an ERP in your organization.

Odoo is a leading Business Management Software that is rapidly being adopted by organizations across the world. More than 5 million users are testimony to the capability of software in helping people handle & grow their business. Odoo provides software in two editions i.e Community & Enterprise edition. Odoo community edition is an open-source platform. One of the biggest benefits of Odoo is its modular architecture. Odoo has a large community of people including developers; partners, consultants worldwide who help to build customized modules & integrate with Odoo platform to meet the unique requirements of businesses. To ensure you reap maximum benefits of implementing Odoo; it is advisable to avail services of a professional Odoo service provider to ensure a smooth transition to a new system.

Infintor is an Odoo Partner has 7+ years of experience in handling projects in both community & enterprise editions. Our esteemed clientele is spread across diverse business verticals. Our team consists of consultants; experienced developers; aesthetic designers & professional testers. If you have decided to implement Odoo at your Organization; this blog will act as a reference tool enlisting steps to be followed for a successful Odoo implementation.

a) Understand Your Business & Enlist Goals & Objectives:

Before implementing any software at your organization; it is advisable to conduct a thorough study of all operations at your business place. Having a proper insight into your business operations will help you in listing the objectives & goals of implementing ERP. It will go a long way in helping you select proper ERP software according to the needs of your organization.

b) Detailed Analysis:

After a detailed study of your business process & enlisting your objectives of implementing ERP; You need to study the performance Indicators of software & understand how the ERP can help you in achieving your objectives. Conduct gap analysis to understand the features that have to be developed to meet your unique business requirements. Discuss your requirements with the service provider & understand the development & implementation plans & duration required.

c) Deployment:

After selecting the system & agreeing on terms with the service provider based on your requirements; they will start the development work of custom modules and deploy the software for your team to check & work on it. Third-party tools should be integrated with utmost precision.

d) Test System:

Thorough testing is conducted by the testers after initial deployment to ensure that everything is working as per the requirements. Testing provides the user to have a clear understanding of the performance & efficiency of the software.

e) Training:

Training is concurrently provided with the testing phase by the service provider. Proper training from professional functional consultants will go a long way in ensuring that the good practices of Odoo are followed to ensure seamless operation. You can suggest employees to the service provider & train according to their roles in your organization. At Infintor; we conduct both on-premises & online training according to the requirement of the client to ensure a smooth transition to Odoo.

f) Go Live:

Once your employees are trained properly & are familiar with software after rigorous testing; we can go live & streamline business by coordinating activities using your ERP. To ensure that system is functioning optimally; you should test the system once again.

Don’t mistake Going live as the end of work & you never have to think of it again!! For ensuring implementation is truly successful; we need to continuously work on it.

g) Maintenance & Upgradation:

It’s always better to have a maintenance plan to ensure that the system is maintained properly & any glitch or issue is properly dealt with by professionals ensuring the business is not adversely affected. Upgradations in certain periods can help to keep up with changes by adopting new features & technologies to grow your business in the long run.

Implementing ERP; though a bit time-consuming; will surely prove to be one of the best decisions you make in the long term. The above steps will help you in a smooth transition to Odoo by streamlining all your operations & increasing productivity. It will help you to enhance customer experience & give you more time to plan for growth than working on tedious tasks. If you are in need of a reliable Odoo Partner; Do reach out to us on our website http://www.infintor.com