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7 Key Service Steps with Odoo for a Smarter Business

Simplify your Odoo journey with our expert team. From implementation and customization to integrations and training, we ensure your Odoo ERP runs smoothly, allowing you to focus on growing your business. 


Contact us

" Trusted by businesses worldwide, Odoo empowers companies of all sizes to streamline their operations and achieve growth. "



7 Key Service Steps with Odoo for a Smarter Business

Simplify your Odoo journey with our expert team. From implementation and customization to integrations and training, we ensure your Odoo ERP runs smoothly, allowing you to focus on growing your business. 


Contact us

" Trusted by businesses worldwide, Odoo empowers companies of all sizes to streamline their operations and achieve growth. "



Odoo Implementation    ​ 


1. Project Planning


Starting an Odoo ERP project involves thorough planning, including team selection and identifying current issues. A detailed project plan is created to guide the entire implementation process.


  Well-planned ERP projects minimize risks.

  Covers both functional and technical aspects.    

2. Gap Analysis


A thorough examination of organizational processes is the first step. The team conducts functional and technical gap analyses to map out the detailed stages of implementation.


  Identify key gaps in current processes. 

  Categorize tasks based on complexity. 

3. Design and Development  


This phase involves designing and configuring the new system. Development includes customizing Odoo to client-specific needs and integrating new features into modules.  


  Tailored system design based on business requirements.   

  Customized features to enhance the user experience.   

4. Quality Testing  


Post-development, quality testing ensures the system aligns with the project requirements. Bugs are identified and fixed, ensuring a smooth transition to deployment.


  Ensure bug-free deployment through rigorous testing.     

  Test developed functionalities to meet client needs.    

5. Deployment and Go Live   


After testing, the system is deployed on the client’s server, following a final readiness analysis. Data is validated, and the module or app is launched.  


  Final deployment ensures minimal wait time for clients.       

  Seamless system go-live after thorough readiness checks.    

6. End-User Training   


We offer role-based training to help users fully utilize the new system. This training boosts business efficiency and reduces costs by making sure users are well-versed in the system.   


  Tailored training based on user roles.         

  Enhance efficiency through targeted end-user training.

7. Ongoing Support and Maintenance


Continuous support services are available to help clients with system adaptations. A dedicated team offers proactive support to ensure maximum productivity from the Odoo system.   


  Continuous support for smooth system operation.           

  Ongoing maintenance for high performance.       

Odoo Customization     ​ 


1. Odoo ERP Customization


We customize Odoo ERP to meet your specific business needs, from feature adjustments and report customization to developing tailored modules. This ensures the system aligns with both your industry and operational requirements.


  Tailored solutions to fit business needs. 

  Feature tuning and custom reports for better efficiency.    

2. Custom Module Development  


Our expert developers design and integrate custom Odoo modules, expanding the platform’s capabilities. This allows complete coverage of your business processes within a single system.  


  Custom modules designed to extend Odoo’s functionality. 

  Streamlined business processes under one system. 

3. External System Integration   


We integrate Odoo ERP with your existing corporate systems like payment gateways, eCommerce platforms, and POS for seamless data flow and enhanced functionality.


  Seamless integration with third-party systems.    

  Smooth data exchange and expanded functionality.     

Data Migration      ​ 


1. Odoo Version Migration


OdooExpress ensures a seamless transition when updating to a new Odoo version. This includes both module migration (updating custom modules for compatibility) and database migration (transferring data to the latest version).  


  Update custom modules for compatibility.   

  Smooth database migration to the latest Odoo version.   

2. QuickBooks to Odoo Migration  


Switching from QuickBooks to Odoo can be challenging, but OdooExpress handles it with ease. We transfer essential data like customer details, product info, supplier data, stock levels, and outstanding balances (AR/AP) for a smooth transition.


  Efficient transfer of customer, product, and financial data. 

  Hassle-free migration from QuickBooks to Odoo. 

3. Microsoft Dynamics 365 to Odoo Migration    


For businesses moving from Microsoft Dynamics 365 to Odoo, OdooExpress manages the entire data migration process. Our team ensures a seamless and complete transition, helping your business adapt smoothly to Odoo.  


  Smooth migration from Microsoft Dynamics to Odoo.  ​   

  End-to-end management of the entire data migration process.      

Third-Party System Integration ​ 

Seamlessly connect your business tools and platforms for smooth data flow and unified workflows across all applications. Our expertise lies in integrating various external systems with your ERP, CRM, eCommerce platform, and other business apps to maximize operational efficiency. 


  Connect business tools effortlessly. 
  Unified workflows for better efficiency. 

1. Payment Gateway Integration


We integrate popular payment gateways like PayPal, Stripe, and Square with your systems to automate payment processing, streamline transactions, and improve cash flow. Our solutions ensure secure and reliable payment processes.


  Secure payment processes with PayPal, Stripe, etc. 

  Improved cash flow through automated payments. 

2. E-Commerce and Marketplace Integration


Integrate with leading eCommerce platforms like Shopify, Magento, WooCommerce, and marketplaces like Amazon or eBay. Our service syncs orders, inventory, and customer data in real-time, ensuring smooth online store operations.  


   Sync with Shopify, Amazon, eBay, and more. 

   Real-time updates for orders, inventory, and data. 

3. Shipping and Logistics Integration


Connect your ERP or eCommerce systems with shipping carriers like FedEx, UPS, and DHL. We automate shipping labels, tracking, and fulfillment, streamlining logistics and providing real-time updates to your customers.


  Automate shipping with FedEx, UPS, DHL.   

  Real-time order tracking for customers.   

4.  Custom API Integration


Our team integrates custom APIs tailored to your business needs. Whether it’s a proprietary system or niche tool, we ensure seamless data flow within your software ecosystem.   


  Tailored custom API integration.    

  Seamless data flow with proprietary systems. 
 

Resource Augmentation & Consultancy

 Accelerate your Odoo projects with expert developer augmentation and consultancy. Our skilled professionals provide strategic guidance to optimize and scale your Odoo ERP system effectively. 


  Expert guidance for Odoo optimization. 
  Scalable Odoo ERP solutions. 

1. Developer Augmentation


Enhance your team with experienced Odoo developers for both project-based and long-term support.


  Access skilled Odoo developers. 

  Flexible support for projects or long-term needs.   

2. Customization & Development


Receive expert advice on Odoo implementation, module selection, system architecture, and optimization strategies.


  Strategic guidance for Odoo implementation. 

  Optimize Odoo system architecture. 

3. Consultancy


Receive expert advice on Odoo implementation, module selection, system architecture, and optimization strategies.


  Strategic guidance for Odoo implementation. 

  Optimize Odoo system architecture.   

4. Code Review & Quality Assurance


Maintain a stable and efficient Odoo system through best practices in code quality, testing, and performance checks.  


  Ensure code quality and stability. 

  Comprehensive quality assurance.    

5. Training & Knowledge Transfer  


Equip your team with hands-on Odoo training and expert support for seamless knowledge transfer.  


  Hands-on training for your team.    

  Smooth knowledge transfer process. 

6. Support & Maintenance


Keep your Odoo system running smoothly with continuous support, updates, and performance tuning.


  Ongoing support and updates.      

  Maintain system performance and efficiency. 

Training and Documentation      ​ 


1. Odoo Functional Training


Odoo Functional Training helps users maximize the benefits of Odoo’s features. This training focuses on navigating the user interface, managing data, and optimizing workflows across various modules like CRM, inventory management, and accounting to improve overall operational efficiency.   


  Streamline operations and enhance productivity. 

  Focus on modules like CRM, inventory, and accounting. 

2. Odoo Technical Training  


Odoo Technical Training delves into the technical side of Odoo implementation. Participants learn about system architecture, database structure, and customization. They are also equipped to create custom modules, design reports, and integrate external systems for better adaptability.   


  In-depth knowledge of Odoo’s technical architecture. 

  Create custom modules and integrate external systems. 

3. Odoo Administrative Training   


Designed for system administrators, this training focuses on managing the Odoo database, covering user management, data backup, system security, and troubleshooting. It ensures smooth system performance and proactive issue resolution.  


  Maintain database health and system security.    ​   

  Troubleshoot common issues for uninterrupted operations.      

Odoo Implementation    ​ 


1. Project Planning


Starting an Odoo ERP project involves thorough planning, including team selection and identifying current issues. A detailed project plan is created to guide the entire implementation process.


  Well-planned ERP projects minimize risks.

  Covers both functional and technical aspects.    

2. Gap Analysis


A thorough examination of organizational processes is the first step. The team conducts functional and technical gap analyses to map out the detailed stages of implementation.


  Identify key gaps in current processes. 

  Categorize tasks based on complexity. 

3. Design and Development  


This phase involves designing and configuring the new system. Development includes customizing Odoo to client-specific needs and integrating new features into modules.  


  Tailored system design based on business requirements.   

  Customized features to enhance the user experience.   

4. Quality Testing  


Post-development, quality testing ensures the system aligns with the project requirements. Bugs are identified and fixed, ensuring a smooth transition to deployment.


  Ensure bug-free deployment through rigorous testing.     

  Test developed functionalities to meet client needs.    

5. Deployment and Go Live   


After testing, the system is deployed on the client’s server, following a final readiness analysis. Data is validated, and the module or app is launched.  


  Final deployment ensures minimal wait time for clients.       

  Seamless system go-live after thorough readiness checks.    

6. End-User Training   


We offer role-based training to help users fully utilize the new system. This training boosts business efficiency and reduces costs by making sure users are well-versed in the system.   


  Tailored training based on user roles.         

  Enhance efficiency through targeted end-user training.

7. Ongoing Support and Maintenance


Continuous support services are available to help clients with system adaptations. A dedicated team offers proactive support to ensure maximum productivity from the Odoo system.   


  Continuous support for smooth system operation.           

  Ongoing maintenance for high performance.       

Odoo Customization     ​ 


1. Odoo ERP Customization


We customize Odoo ERP to meet your specific business needs, from feature adjustments and report customization to developing tailored modules. This ensures the system aligns with both your industry and operational requirements.


  Tailored solutions to fit business needs. 

  Feature tuning and custom reports for better efficiency.    

2. Custom Module Development  


Our expert developers design and integrate custom Odoo modules, expanding the platform’s capabilities. This allows complete coverage of your business processes within a single system.  


  Custom modules designed to extend Odoo’s functionality. 

  Streamlined business processes under one system. 

3. External System Integration   


We integrate Odoo ERP with your existing corporate systems like payment gateways, eCommerce platforms, and POS for seamless data flow and enhanced functionality.


  Seamless integration with third-party systems.    

  Smooth data exchange and expanded functionality.     

Data Migration      ​ 


1. Odoo Version Migration


OdooExpress ensures a seamless transition when updating to a new Odoo version. This includes both module migration (updating custom modules for compatibility) and database migration (transferring data to the latest version).  


  Update custom modules for compatibility.   

  Smooth database migration to the latest Odoo version.   

2. QuickBooks to Odoo Migration 


Switching from QuickBooks to Odoo can be challenging, but OdooExpress handles it with ease. We transfer essential data like customer details, product info, supplier data, stock levels, and outstanding balances (AR/AP) for a smooth transition.


  Efficient transfer of customer, product, and financial data. 

  Hassle-free migration from QuickBooks to Odoo. 

3. Microsoft Dynamics 365 to Odoo Migration    


For businesses moving from Microsoft Dynamics 365 to Odoo, OdooExpress manages the entire data migration process. Our team ensures a seamless and complete transition, helping your business adapt smoothly to Odoo.  


  Smooth migration from Microsoft Dynamics to Odoo.  ​   

  End-to-end management of the entire data migration process.      

Third-Party System Integration ​ 

Seamlessly connect your business tools and platforms for smooth data flow and unified workflows across all applications. Our expertise lies in integrating various external systems with your ERP, CRM, eCommerce platform, and other business apps to maximize operational efficiency. 


  Connect business tools effortlessly. 
  Unified workflows for better efficiency. 

1. Payment Gateway Integration


We integrate popular payment gateways like PayPal, Stripe, and Square with your systems to automate payment processing, streamline transactions, and improve cash flow. Our solutions ensure secure and reliable payment processes.


  Secure payment processes with PayPal, Stripe, etc. 

  Improved cash flow through automated payments. 

2. E-Commerce and Marketplace Integration


Integrate with leading eCommerce platforms like Shopify, Magento, WooCommerce, and marketplaces like Amazon or eBay. Our service syncs orders, inventory, and customer data in real-time, ensuring smooth online store operations.  


   Sync with Shopify, Amazon, eBay, and more. 

   Real-time updates for orders, inventory, and data. 

3. Shipping and Logistics Integration


Connect your ERP or eCommerce systems with shipping carriers like FedEx, UPS, and DHL. We automate shipping labels, tracking, and fulfillment, streamlining logistics and providing real-time updates to your customers.


  Automate shipping with FedEx, UPS, DHL.   

  Real-time order tracking for customers.   

4.  Custom API Integration


Our team integrates custom APIs tailored to your business needs. Whether it’s a proprietary system or niche tool, we ensure seamless data flow within your software ecosystem.   


  Tailored custom API integration.    

  Seamless data flow with proprietary systems. 

Resource Augmentation & Consultancy

Accelerate your Odoo projects with expert developer augmentation and consultancy. Our skilled professionals provide strategic guidance to optimize and scale your Odoo ERP system effectively. 


  Expert guidance for Odoo optimization. 
  Scalable Odoo ERP solutions. 

1. Developer Augmentation


Enhance your team with experienced Odoo developers for both project-based and long-term support.


  Access skilled Odoo developers. 

  Flexible support for projects or long-term needs.   

2. Customization & Development


Receive expert advice on Odoo implementation, module selection, system architecture, and optimization strategies.


  Strategic guidance for Odoo implementation. 

  Optimize Odoo system architecture. 

3. Consultancy


Receive expert advice on Odoo implementation, module selection, system architecture, and optimization strategies.


  Strategic guidance for Odoo implementation. 

  Optimize Odoo system architecture.   

4. Code Review & Quality Assurance


Maintain a stable and efficient Odoo system through best practices in code quality, testing, and performance checks.  


  Ensure code quality and stability. 

  Comprehensive quality assurance.    

5. Training & Knowledge Transfer 


Equip your team with hands-on Odoo training and expert support for seamless knowledge transfer.  


  Hands-on training for your team.    

  Smooth knowledge transfer process. 

6. Support & Maintenance


Keep your Odoo system running smoothly with continuous support, updates, and performance tuning.


  Ongoing support and updates.      

  Maintain system performance and efficiency. 

Training and Documentation      ​ 


1. Odoo Functional Training


Odoo Functional Training helps users maximize the benefits of Odoo’s features. This training focuses on navigating the user interface, managing data, and optimizing workflows across various modules like CRM, inventory management, and accounting to improve overall operational efficiency.   


  Streamline operations and enhance productivity. 

  Focus on modules like CRM, inventory, and accounting. 

2. Odoo Technical Training  


Odoo Technical Training delves into the technical side of Odoo implementation. Participants learn about system architecture, database structure, and customization. They are also equipped to create custom modules, design reports, and integrate external systems for better adaptability.   


  In-depth knowledge of Odoo’s technical architecture. 

  Create custom modules and integrate external systems. 

3. Odoo Administrative Training   


Designed for system administrators, this training focuses on managing the Odoo database, covering user management, data backup, system security, and troubleshooting. It ensures smooth system performance and proactive issue resolution.  


  Maintain database health and system security.    ​   

  Troubleshoot common issues for uninterrupted operations.      

Ready to be part of this transformation? 


SME's using Odoo to boost profits, empower people, create opportunities, and drive growth.


Contact us​​​​​​    ​​​​​​Book ​​Meeting​​

Ready to be part of this transformation? 

SME's using Odoo to boost profits, empower people, create opportunities, and drive growth.



Contact us​​​​​​    ​​​​​​Book ​​Meeting​​