Methodology
Our Way of Working
Every engagement follows the same six stages — from understanding the business to measuring results. Select a stage to see how it works.
01 Discover
Objective
Understand the business.
Activities
- Business assessment
- Stakeholder interviews
- Process review
- System review
- Pain point identification
Deliverables
- Business assessment summary
- Stakeholder interview notes
- Process & system review findings
- Pain point list
Outcome
Clear understanding of the current state.
02 Prepare
Objective
Prepare the organization and system for adoption.
Activities
- Process validation
- Configuration review
- Master data review
- User readiness
- Execution planning
Deliverables
- Validated process map
- Configuration & master data review notes
- User readiness assessment
- Execution plan
Outcome
Clear adoption roadmap.
03 Enable
Objective
Build user capability.
Activities
- Training
- Hands-on practice
- Role-based learning
- Business scenario exercises
Deliverables
- Training sessions
- Role-based learning materials
- Scenario walkthroughs
Outcome
Users understand how the system supports their work.
04 Adopt
Objective
Move the system into real daily operations.
Activities
- Operational coaching
- Real transaction support
- Weekly Odoo Clinic
- Issue resolution
- User mentoring
Deliverables
- Coaching & mentoring sessions
- Weekly Odoo Clinic sessions
- Resolved issue log
Outcome
Users begin using the system consistently.
05 Optimize
Objective
Improve how the organization works.
Activities
- Process improvement
- SOP development
- Knowledge base
- Best practices
- Reporting improvement
Deliverables
- SOP documentation
- Knowledge base articles
- Improved reporting
Outcome
Better and more standardized business processes.
06 Evaluate
Objective
Measure results.
Activities
- Adoption review
- KPI review
- User feedback
- Business outcome review
- Final evaluation
Deliverables
- Adoption & KPI review report
- User feedback summary
- Final evaluation & improvement roadmap
Outcome
Clear understanding of what improved and what comes next.
See This Methodology Applied to Your Odoo.
The same six stages power the Odoo Rescue Program.
Explore Odoo Rescue