Our implementation process
A proven Odoo implementation process built to deliver successful ERP rollouts for SMEs — with clear communication and realistic timelines at every stage.
1
Discovery call
We start every Odoo implementation process with a no-obligation discovery call. We take the time to understand your current challenges, business goals and must-have requirements, so any solution we design is grounded in how your business actually works — not a generic template.
2
Business Review
Before any system planning begins, we carry out a thorough review of your existing processes, systems and pain points. This step shapes accurate Odoo project planning — identifying exactly which modules and workflows will deliver the most value, and flagging risks early rather than discovering them mid-project.
3
Solution Design
With your requirements mapped, we design your Odoo solution: the right modules, integrations, customisations and a realistic implementation timeline. You'll know upfront what's being built, in what order, and when to expect each milestone — no surprises partway through the ERP deployment process.
4
Build & Configure
Our team configures Odoo to match your agreed solution design — setting up modules, building any custom workflows, and integrating with your existing tools and third-party applications. This is the core of the ERP setup process, and we test as we build rather than leaving everything to the end.
5
Testing & Training
Before go-live, we test the system thoroughly against real business scenarios, then deliver hands-on Odoo training and onboarding for your team. Good onboarding is what determines whether a system actually gets used — we focus on practical, role-specific training rather than generic walkthroughs.
6
Go Live & Support
We manage your go-live to minimise disruption, then provide dedicated ERP rollout support in the critical early weeks when teams are adjusting to new ways of working. Ongoing Odoo training and support continues beyond go-live, as part of our commitment to long-term partnership rather than a one-off project handover.
We make ERP simple
Clear communication, realistic timelines and practical solutions that deliver results — that's what our approach to ERP project management looks like in practice.