How to Prepare Yourself for Odoo Customization? - PowerPoint PPT Presentation

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How to Prepare Yourself for Odoo Customization?

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Are you thinking of going for an odoo customization? Follow these five steps to prepare yourself for the process. Also, hire an experienced team to avoid any challenges. Read more... – PowerPoint PPT presentation

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Title: How to Prepare Yourself for Odoo Customization?


1
s ales_at_biztechcs.com
Not every lock has the same key.
Similarly, not every Odoo-out-of-the-box
solution fits all. Every business has
different requirements based on their size,
services, and working strategies. And thus,
they need Od o o cu s to mi zati o n to
tailor the readily available solution. An Odoo
development company can easily customize the
solution by analyzing your customization
requirements and needs of the modules, but its
not just the developers efforts that are
required. As a business, you need to
prepare thoroughly before hiring an Odoo
developer to customize your ERP solution. Heres
what you should do 1. Align it to your
business process Odoo out-of-box solution will
come up with its set of functionalities, modules,
and apps. But only having it doesnt make
it useful. You need to align it with your
business process. Make your staff use the ERP
solution to carry out the necessary business
processes. Take feedback about the solution
and features that could further simplify
their work. If you didnt get your team
to use the solution or couldnt get on to the
term that its not helping your business, there
would be no use of customization. Do you know
Avon, a door-to-door makeup giant, witnessed a
125 mi l l i o n E RP p ro j ect f ai l u re
i n 2013? All because it realized the technology
was adding up the number of sales tasks instead
of easing it.
2
  • s ales_at_biztechcs.com
  • Create a Detailed Specification
  • Next, list down all the functionalities you
    would like to integrate into your ERP solution.
    The best way to do so is to create a
    document and mention all your requirements,
    such as process-related, security,
    functionalities, timeline, modules, and data
    samples. The document will help you while
    discussing it with the developer. And
    remember, the more precise and transparent
    you are, the better your Odoo customization
    will be.
  • Suggestion If you are unsure about integrating
    or customizing a module, talk to your development
    team. They can help you make the right decision.
  • Communicate Clearly
  • W as te Man agemen t s u ed a l ead i n g E RP
    f i rm for duping them with functionalities that
    didnt materialize. The counter hit from
    the ERP team was that the WM never
    interacted adequately and didnt provide relevant
    data and employees to help.
  • Therefore, it is advisable to communicate
    with the development team. Get a timeline,
    ask developers about the development process, and
    put together during all the stages. If you
    are having difficulty getting in touch with
    them, make an internal team of experts that will
    be in constant contact with the developers.
  • Provide Data
  • Provide your Odoo developer with the proper
    data for testing. Real data or a replica
    of the same will help developers test the
    application thoroughly and if any issues occur in
    the process. It will also help you and your team
    know about the solutions functionalities if the
    data input is incorrect.

3
s ales_at_biztechcs.com 5. Train your Staff The
developer needs to guide the team that was
involved in the development process. But the
team involved may or may not heavily use the ERP
solution. So if you want to make the best use of
your customized solution, train every employee
who uses the Odoo ERP. For this, you can
ask the development team or the trained team
of experts to conduct a training session. A
one-day training session would not harm the
business process, but no training would affect it
in the long go. Suggestion To avoid
challenges in your customization process,
h i re o d o o d evel o p er thats
well-versed with the development and industry
process.
Its undeniable to say that every business
decision incurs risk, whether going with a ready
solution or customizing it. But if you follow
these five steps on your end, you can reduce the
risk of ERP failure or curb it. The Article is
Originally Published On h ttp s/ / u b eran
t. co m/ arti cl e/ 993522- h o w- to - p rep
are- yo u rsel f - f o r- o d o o - cu s to mi
za t i o n ? /
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