A business with sales, inventory, and purchasing data spread across spreadsheets and separate systems.
ERP Systems
Services | ERP Systems
Who is this service for?
An organization that needs consistent permissions and approvals across departments or branches.
A company that needs to configure, extend, or connect an existing system.
What does the work include?
The proposal defines the delivery scope, which may include:
- A map of processes, roles, and requirements for each included department.
- Agreed sales, inventory, purchasing, finance, or HR modules.
- System configuration and tailored forms, approvals, and permissions.
- Data migration, integrations, and reports after assessing data quality and access.
- A testing, go-live, and training plan, with support and maintenance scope defined.
How do we deliver the project?
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1. Process analysis
We map data movement between departments to define modules, priorities, and acceptance criteria.
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2. Solution selection and configuration
We identify what the platform covers and where customization is needed, producing a process and permissions design.
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3. Implementation and verification
We configure modules, test integrations and sample data, and provide a version for departmental review.
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4. Transition and operation
We coordinate migration, training, and launch, with agreed handover and support arrangements.
What do we need to get started?
- Departments and branches to manage in the system.
- A brief description of current processes and issues.
- Current systems and sanitized data samples.
- A representative from each department to review requirements and tests.
How are duration and cost determined?
Estimates depend on modules, users, branches, process complexity, customization, data quality, and integrations. Modules can be phased according to their dependencies and priorities.
Ongoing costs may include platform licenses, hosting, maintenance, and support. The proposal distinguishes included work from third-party charges.
Representative use case
Illustrative scenario: A distribution company operates four branches, while sales, inventory, purchasing, and finance are managed through separate spreadsheets and messaging groups. An ERP system connects these operations so a confirmed sales order can update available stock, trigger the appropriate purchasing workflow when inventory is low, follow approval rules, and give management one view of operations across all branches.
Frequently asked questions
Do we need to replace every current system?
Not before reviewing your systems and processes. The answer may be to configure an existing platform, connect selected systems, or replace specific parts.
When is Odoo suitable, and when is a custom system needed?
We compare requirements with available Odoo functionality and customization limits. Special processes may require additional development or a custom system.
Can our legacy data be migrated?
We assess the data structure, quality, and export options. The scope defines included records, periods, cleaning, and verification steps.
Does the system cover local accounting requirements?
The country and accounting and tax requirements must be reviewed with the finance owner. Compatibility is not assumed simply by choosing a platform.
Can the system go live in phases?
Yes, where relationships between departments or modules allow it. The plan defines data exchange and conditions for each next phase.
What training and post-launch support are included?
The agreement defines trainees, materials, support channels and hours, and separates incidents, maintenance, and new requirements.
Next step
Tell us where processes break down between your departments so we can identify a useful starting point.
Request an ERP system assessment.