Odoo (Saas) implementation methodology

📘 Odoo Implementation Methodology (SaaS)

🎯 Overall implementation goal:

Implement the agreed functional model in the Odoo system through configuration, customization, user training, launching the system into productive operation, and providing ongoing support.

🔹 Stage 1. Project Initiation (Odoo Cloud)

📌 Goal:

Officially launch the project, confirm key agreements, activate accounts, and ensure organizational readiness for the start of the configuration.

📋 Stage checklist:

✅ Signed contract for project implementation

✅ Signed NDA (optional)

✅ Ordered or confirmed subscription to Odoo Cloud (Enterprise SaaS)

✅ User accounts connected (at a minimum — client administrator)

✅ First payment made according to the contract (advance or first stage)

📌 Stage result:

The project has officially launched. The platform is activated, main accounts have been created, and the parties are ready to begin the setup.

🔹 Step 2. Setup and Configuration

📌 Goal:

Deploy the working environment, create a prototype of the future system, conduct training for the pilot group and the coordinator.

📋 Stage checklist:

✅ Deployed DEV and PROD environments

✅ Necessary licenses connected

✅ Basic settings completed (language, currency, domain, etc.)

✅ Prototype created + demo data (two iterations)

✅ Training conducted for the pilot group

✅ In-depth training conducted for the coordinator and administrator

✅ Prototype approved for further development

🔹 Stage 3. Development

📌 Goal:

Implement the necessary custom functionality, automate processes, document changes, and conduct internal testing.

📋 Stage checklist:

✅ Functionality developed according to the prototype

✅ Automated business processes

✅ User cases and test cases developed

✅ Technical documentation created

✅ Testing conducted

✅ DEV cleared of test data

🔹 Stage 4. Integrations and Data Migration

📌 Goal:

Implement external integrations, migrate historical data, configure exchange flows, and move the system to PROD.

📋 Stage checklist:

✅ Integrations with approved systems completed

✅ Online integration set up (in real-time)

✅ Mapping and migration of historical data configured

✅ Queues / triggers / synchronization logic set up

✅ Demonstration of results for stages 3–4 conducted

✅ Edits made (up to 2 iterations)

✅ All settings and customizations transferred to PROD

✅ PROD tested by the developer

🔹 Stage 5. Testing and Preparation for Launch

📌 Goal:

Engage users for testing, complete training, test the system in a real scenario.

📋 Stage checklist:

✅ The client tested the system according to test cases

✅ Training for the pilot group has been conducted

✅ Video instructions have been created in the knowledge base

✅ The technical specifications for all changes have been formulated

✅ Historical data has been uploaded

✅ Reports have been configured

✅ Additional training for the coordinator and administrator has been conducted

✅ Support has been connected and the support channel has been tested

🔹 Stage 6 (optional). Additional training

📌 Goal:

In-depth training for a large number of users or internal administrators (if provided for in the contract).

📋 Stage checklist:

✅ Additional training sessions conducted under recording

✅ Videos uploaded to the knowledge base

✅ Technical training provided for the coordinator/administrator on maintenance and support

🔹 Stage 7. Go-Live

📌 Goal:

Officially put the system into industrial operation, connect users, and ensure control and support.

📋 Stage checklist:

✅ All users are connected

✅ All processes are running on PROD

✅ The internal support request process has been set up

✅ Enhanced support is provided for 2 weeks

✅ All bugs identified during Go-Live have been fixed

🔹 Stage 8. Post-Go-Live Support and Development

📌 Goal:

Ensure stability, complete the project, plan for future expansion, and close all legal aspects.

📋 Stage checklist:

✅ Activated support for 2 months

✅ Collected additional ideas and wishes

✅ Developed a roadmap for system development

✅ Conducted an assessment of future functionality

✅ Agreed on the next steps or recorded as backlog

✅ Signed final acts of completed work

Features of implementation specifically in the SaaS version:

 ❌ No access to the code — everything is configured through the UI

✅ Always up-to-date version (Odoo updates the system automatically)

✅ Minimal IT infrastructure costs

✅ Can start working in a few days

⚙️ Proper configuration and training are more important

Results

Odoo Cloud is a great choice for companies looking to quickly automate core processes without complex technical implementation. The SaaS project methodology involves a flexible, results-oriented approach, where a deep understanding of the business, clear configuration, and quality user support play a key role.

If you are planning to transition to Odoo or want to optimize your existing system, feel free to reach out. We will help you navigate all the stages smoothly and efficiently.