Resources
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Odoo project readiness checklist
Review processes, data, access rules, and integrations before requesting a proposal or starting customization.
Process and ownership
- Name the process to improve and the outcome that defines success.
- Identify the decision owner in each department and the daily operators.
- Document current exceptions instead of describing only the ideal flow.
Data and integrations
- Inventory spreadsheets, legacy systems, and the source of truth for each field.
- Clean duplicates and missing fields before the trial migration.
- List external systems, data direction, and synchronization frequency.
Access and launch
- Translate job responsibilities into clear least-privilege roles.
- Define acceptance scenarios, training, and rollback before launch.
- Agree who owns backups, monitoring, and post-launch support.
Related service
Odoo development
I make Odoo follow the way your team works, with modules, integrations, and themes that serve the need without bloating the system.