More than just a simple management software, the Odoo ERP offers a whole universe of applications that let you manage all your tasks, even the most specific ones (from e-learning to Product Lifecycle Management, including marketing automation...) and achieve a higher overall level of performance. To fully tap on all the possibilities that Odoo offers your company, it is essential to have a clear, overall view of the Odoo ecosystem. But that’s not all. Here are a few useful tips you can follow to easily and quickly optimise your use of Odoo and make it even more valuable for your business.
Engaging an Information Systems Expert and Odoo Service Provider
Who better to help you make full use of an ERP’s potential than a certified Odoo integrator? Beyond their in-depth technical expertise in Odoo, as verified through their certification, the integrator must also have strong information systems skills. Why? So that they can quickly and accurately analyse your existing system to provide you with relevant and practical improvement solutions.
Decide on Your Optimisation Priorities
Once you have completed the analysis of your entire ecosystem, it will be time to set your priorities: should new modules be added and, if so, which ones? Is it necessary to standardise some ERP components across teams in order to be more efficient? Should we move to the latest version, V15?
These are questions that you probably won’t be able to answer if you were not already familiar with the solutions offered by Odoo. There is also a good chance that your teams will not want to move towards standardisation or the addition of new modules if they feel existing processes are already running well. An Odoo integrator will be able to advise you on setting up the configuration that best fits your needs.
They will also be able to draw up a well thought-out, priority-based action plan. Maybe it’s not the “expense report” module that should be the priority of your Odoo project, but rather the optimisation of contact classification in your existing CRM module. In short, let yourself be guided (with common sense, of course) by your integrator’s expertise and advice, and make the most of your supercharged Odoo ERP!
Set Up an Agile Project Methodology for a Fast ROI
We might have gotten a little ahead of ourselves… Before you can enjoy the new version of your favourite ERP, you’ll of course first have to go through the deployment process. An agile method is ideal here, especially in the case of Odoo. Why is that? Because agility is part of its DNA. Choosing a V-shaped development cycle would go against the founding principles of the software, even if, in practice, it could still work.With an agile approach, you will also be more closely involved in the evolution of your ERP. You can truly co-develop it together with your chosen integrator. This reduces the risk that changes to your Odoo ecosystem will disrupt users, as change management will be carried out in parallel with the project’s progress.
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