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Odoo Deployment: an Agile Approach For an Agile ERP

May 21, 2020 by
Odoo Deployment: an Agile Approach For an Agile ERP
Captivea USA, Sébastien RISS

An Odoo project, whether it’s a new deployment, redesign, or upgrade, is strategic. The software restructures the core processes of your company, so it’s essential that the framing, implementation, and go‑live phases are carried out properly. At Captivea, we’ve chosen an agile approach and focus first on integrating a few specific modules, which we’ll walk through in this article.

Phase 1: Odoo Project Definition Workshops

The first phase of any IT project is the framing phase. During this first step, the goal of our project management consultant is to gather your needs and requirements. And don’t worry, you don’t need to have a long list of specifications prepared in advance. The audit phase carried out by our consultants is often more than enough, especially when you’re working on an Odoo project.

Because the development and implementation period is highly agile, it’s entirely possible to make adjustments even after the project has begun. Unlike a V‑cycle approach, there’s no need to define every detail from the start. The goal here is to define the main requirements in workshops and confirm that everything you want is actually feasible. Afterward, we can determine how many sprints (project work periods) will be required.

The Captivea advantage? Standard Odoo training is provided as early as the framing phase so that the client can get hands-on with the software and be more involved in project progress at the end of each sprint.

Phase 2: Implement and Deploy in Sprints

Once the framework document has been validated by the customer, the implementation and deployment phase begins. Unlike V-model cycles, where this stage turns out to be a black box for the customer, here communication frequency and adjustments are very regular. How is this agile Odoo implementation phase organizedFirst of all, a kickoff meeting is held to define the work for the next two weeks. During these meetings, specifications are presented as precisely as possible so that they can be easily quantified and estimated for the teams involved. At Captivea, this is calculated based on difficulty points.

Then a new meeting is organized midway through the sprint to start gathering requirements for the next one. At the end of the two‑week period, a final meeting is held between Captivea and the client to present the completed tasks. Data collection can then begin, while the next sprints are still in progress.

Thanks to this agile approach, the client is fully immersed in the Odoo environment throughout the project, which in turn greatly simplifies production start‑up. 

The Captivea Advantage? We maintain a team‑based way of working, even in front of our clients. All project members – the various developers, both technical and functional – present their work, allowing you to eliminate intermediaries and be more efficient. And of course, there is always a consultant who follows the project from start to finish to ensure continuity!


Phase 3: Production Start‑Up and Patches for a Quick ROI

Once the various sprints are completed, the production phase begins. Thanks to the thorough work in phase 1 and the continuous collection of information in phase 2, there are usually very few unpleasant surprises at the start of production. End users (or at least key users) are normally involved well in advance, which greatly reduces resistance to change. Any corrections are made on the fly as needed.

This last step is also an opportunity to thoroughly train everyone in the company. Be sure not to take these training sessions lightly (for example, by postponing them too long after the start of production). They are essential to the success of your Odoo project!

The Captivea Advantage? We offer high availability, especially during the first weeks of ERP software use so that we can be as close as possible to the users within your organization and assist where needed.

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