Odoo ERP Implementation Checklist

You have made the choice to move to ERP (Enterprise Resource Planning) software. Perhaps your enterprise reached a degree where it was sensible to transform your organization’s outdated accounting software program, which was supporting a number of techniques, to ERP. ERP has more advanced capabilities. It extends to multiple modules that run all the enterprise. Now, it’s time to implement.

Assembling an implementation team is the first step. It’s vital to suppose via how ERP shall be used in the enterprise. Use instances will certainly evolve as time goes on. The best practice is to deploy initially with a relatively limited scope of performance. Each division of the enterprise ought to have the prospect to touch upon how they envision utilizing ERP or interacting with the system as soon as it’s working. The process needs to look at how the company operates, its present enterprise processes, risk management practices and gaps within the present system.

The ERP software vendor shall be working with group leaders from obligatory departments. The ERP implementation process will contain planning sessions, pre-deployment conferences and ERP training. The group will drill down and determine upon the “Big 4,” differentiating between the necessities, the fascinating, issues that aren't a direct need and “nice to have” options. Essentials come first, after all, particularly for the preliminary implementation. The desirable features and non-immediate needs must be included within the incremental deployment plan. Nice to have options are, nicely, good to have if you can have them.

Functionality, budget, timeline information the group in figuring out the best way to proceed based mostly on a combination checklist of necessities compiled by those that will use the software program 24/7. At the top of the necessities gathering process, there shall be a listing of features and capabilities the team expects to have realized by project completion day. We recommend a necessities ERP Implementation Checklist to assist the process along. The following are some of the objects it covers:

• Training necessities for administrative and user needs—ensuring that everybody who will use or handle the ERP system will know what they should know to do their jobs.
• System and knowledge management requirements—comprising a transparent set of policies and procedures to maintain the system working smoothly.
• Multiple accounting functionality necessities—covering company-specific needs, similar to tax parameters, multi-entity accounting, payables approval workflows and so forth.
• Reporting requirements—coping with the reports that every stakeholder needs from the ERP software to handle the enterprise optimally.
• Dashboard customization—understanding the info visualizations that stakeholders, equivalent to senior managers, might want to carry out of their roles.
• Compliance—defining insurance policies, procedures and workflows that guarantee compliance with laws, such because the California Consumer Privacy Act (CCPA).
• Functionality gaps—figuring out gaps between what the system can do at launch versus what it must do as subsequent upgrades happen.
• Industry particular necessities and particulars—realizing business performance, which can require the use of a devoted business module, similar to Acumatica Manufacturing Edition.
• Mobility and scalability—planning for, after which operationalizing, cellular ERP use instances.
• User roles—defining who's allowed to see and do what, to implement financial controls and maintain delicate data private whereas enabling customers to be productive.

This might look like loads. It is, besides it’s well worth the effort. We’ve helped many corporations via the ERP requirements gathering and ERP implementation planning process. This Odoo ERP Implementation Checklist is a great place to start out considering in concrete phrases what ERP will seem like at your organization. To learn more about how the method works, contact us for what promises to be an informative conversation.