How we work
An Odoo project and a hardware connection require different expertise, but the same discipline: clear scope, real scenarios, controlled testing and internal ownership.
Phase one
Analysis
We start with the business outcome: which delay, error or uncertainty needs to disappear? We then follow the process through sales, planning, execution, inventory and finance. We speak with key users and examine where information is created, who makes decisions and which exception causes the most recovery work.
We need access to process knowledge, data examples and someone who can confirm priorities. Hardware projects also require a technical contact and safe access to the equipment. Depending on scope, the phase consists of several conversations and possibly an on-site visit.
At the end, the objective, scope, risks, responsibilities and desired first version are clear. It also becomes clear what does not belong in the first phase.
Phase two
Configure and test
Odoo is configured for each core process using as much standard functionality as possible. Roles, approvals, documents, reports and exceptions are tested together. We use recognisable examples instead of only a generic demo. When custom work appears necessary, we first assess whether a simpler process choice can achieve the same result.
You provide test users and assess whether the solution is workable. Feedback is consolidated and prioritised; individual requests are not built immediately without discussing their effect on scope and management. The phase ends when the critical scenarios have been completed successfully and the remaining points have a clear owner.
Phase three
Data and training
Data is first cleaned and loaded in a trial run. Master data, open items, inventory, documents and agreed history are checked for completeness and reconciliation. A successful import is not the same as a successful migration; users must be able to find the information and finance must be able to explain totals.
Training is aligned with roles and processes. Key users learn the configuration and exceptions, while end users practise their daily tasks. We expect attendance, internal communication and decisions about old ways of working that will stop after go-live. At the end, there is an approved dataset, a trained team and a list of open points that do not block go-live.
Phase four
Go-live and aftercare
The transition follows a runbook covering final data, responsibilities, availability and decision points. Critical processes receive a fallback scenario. During the first days, questions are quickly classified as a blocker, error, explanation, data issue or improvement request. This prevents every question from becoming an urgent change.
An evaluation follows stabilisation. We compare the agreed objectives with practice, hand over management and establish an improvement backlog. You then have a working system, clear support arrangements and a view of the next phase without keeping the first project open indefinitely.
Parallel workstream
The hardware workstream: survey, pilot and rollout
When machines or devices are part of the scope, a technical workstream runs in parallel with the Odoo implementation. During the survey, we determine the required business outcome and which available signal categories can contribute reliably. We work without changing the machine's internal control logic, and customer-specific decision logic remains confidential.
A small pilot first tests feasibility and value. Based on those results, we can prepare a proposal for rollout to more machines or locations. You provide safe access, a technical contact and test windows. At the end of the pilot, you have real data, an assessment of scalability and clear ownership responsibilities for the installation.
Throughout the project
Project governance and decision-making
Every phase has a limited list of decisions and acceptance criteria. Open points are not only recorded as tasks, but receive an owner and a decision deadline. Requests outside the initial scope do not disappear; they are placed on an improvement backlog with a brief explanation of value and dependencies.
We schedule fixed demonstrations and decision points. This enables management to see in time whether scope, data or internal availability affects the schedule. The project is not managed by the number of configured screens, but by processes tested by the right users with validated data.
When a risk cannot be resolved before go-live, it is explicitly accepted, postponed or the schedule is adjusted. Hidden uncertainty is more expensive than an honest decision.
When is a phase complete?
Acceptance based on scenarios, not the presence of features
A phase is not complete because a menu is visible. It is complete when the agreed users can execute the critical scenarios with realistic data and the outcomes are verifiable. For a migration, that means reconciled figures and retrievable documents. For a machine pilot, it means that events correspond to observed reality.
Acceptance criteria are defined before building begins. Everyone then knows which test is decisive and delivery does not become a discussion based on impressions.
Stay in control
A clear decision point after every phase
After each phase, you receive a clear decision point. We record what has been validated, which open points remain and which decision is required. Before the next investment, you therefore know whether scope, planning and outcome still align.
We also state when standard Odoo is sufficient, when a process should be adapted or when a specialist system alongside Odoo is more sensible. That honesty prevents custom work that later becomes expensive to manage.
Throughout the project, we use short feedback moments and one current list of decisions, open questions and responsibilities. Knowledge therefore does not have to be reconstructed from separate emails, and management and the project team can see what is blocking the next step.
Odoo implementation
Read which tasks, responsibilities and outcomes are part of the implementation.
Go to Odoo implementation →Technical pilot
See how to start small and verifiably with two machines.
Go to machine connectivity →Discuss your situation
Tell us where recording or process control currently gets stuck.
Contact us →A project with a clearly defined first phase?
Tell us which handover, record or system boundary currently causes the most friction. We help define the first phase.