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Odoo is undeniably a powerful CRM and ERP service provider because of its modern approach and the flexibility it offers. The dynamic platform sure has many features that can benefit a business positively, but the catch is – successful Odoo development and implementation.

Do you know what’s the right approach when implementing the suite of Odoo applications to your business apps?

You can approach an Odoo development company and seek technical assistance and consultation for that. However, the ultimate decision will be yours and even a slight misinterpretation can affect your entire business unit’s productivity and performance.

It is better to know what’s best for your business and allow successful Odoo development. For that, here’s a list we have created of do’s and don’ts.

Check out!

Do’s and Don’ts of Odoo Development & Implementation

First, let’s talk about what you must do.

Do’s

1.     Consult top management or C-Suite executives

If you have chosen Odoo to be your preferred CRM and ERP solution and you want the development to be successful, you need to consult top management. The C-suite executives (Chief executive officer, Chief marketing officer, Chief finance officer, and so on) have in-depth knowledge about the company structure, processes, financial situation, and other internal situations.

So, they are the best ones to tell which processes need improvement and where automation is required. It is a must for such executives to actively participate in the Odoo development and implementation process for guidance through and through.

2.     Factor in Odoo development costs early

Though Odoo comes as a free or open-source tool to be used by any organization, its enterprise edition comes at a cost. You have to pay about $20 – $25 each month for every user. And if you need to customize it even further, you can integrate multiple apps that Odoo offers.

These apps also have costs on a per-month basis. A business unit will also have to pay charges if they are using the custom Odoo cloud hosting. To put it together simply, the cost of Odoo development and implementation is not as simple as you might think.

If you want the custom Odoo development strategy to be successful, it is better to estimate these budgets beforehand. Otherwise, you may burden your entire business midway through the Odoo development.

3.     Handle legacy data smartly

Does your business rely on a legacy system?

If yes, there are a lot of careful considerations lying ahead for you. Business units need to decide if they will abandon their legacy system altogether to adopt the new and modern approach or not.

If they don’t, they need to figure out a way to integrate Odoo software with your existing legacy system without issues like data loss, security breaches, SILOS, and more. It is essential to manage data smartly and intelligently to ensure smooth Odoo development.

Don’ts

4.     Extreme customization

Whenever you are trying to integrate an ERP or CRM system into your existing business setup, you would need to consider many things. One might take the flexibility offered by these modern systems for granted and choose too much customization for their system.

If that happens, it can create communication problems and a steep learning curve for the employees and users that have to deal with your system regularly. It may lead to higher development and deployment costs, making it a less profitable deal.

So, think twice before you bring too much customization in place. It is better to estimate the pros and cons and completely investigate what your business process needs before you decide.

5.     Setting unrealistic expectations

Businesses often have this preconceived notion that their operational processes will improve automatically once they apply the ERP and CRM software. However, that’s not the case in practical situations.

So, setting unrealistic expectations from the beginning will cause your business more harm than good. You may not survive the initial phase of struggle and frustration when the Odoo software is still in its early phase.

6.     Insufficient training

Your users have to be trained so they can use the Odoo software properly to enhance their business requirements. However, they need to be trained as the platform is new to them and will be updated time and again.

Nevertheless, most organizations fail to recognize the importance of this training and may not train themselves and their employees properly to save costs. In the long run, this can actually cost more money to the organization.

Hasty training procedures or no training at all – these situations can lead to unsuccessful Odoo development and implementation as users will mismanage the platform and the entire business setup.

So, one should be cautious and not fall prey to these temptations and arrange for proper user training sessions.

These do’s and don’ts can be quite helpful when you try to develop your business system with Odoo. Make sure to avail of Odoo development services while you pay attention to these points for successful implementation.

Summary: Having an ERP and CRM system like Odoo can help your business succeed only if you have the right development strategy. You should also beware of the mistakes many business units make during Odoo development. A sneak peek into the do’s and don’ts of successful Odoo development can help you in this endeavor. Here, have a look!