ERP implementation checklist

Treat each item as a decision with an owner — not a checkbox to rush through the week before go-live.

1. 01

   Define business goals and success metrics

   Write down what “better” means — faster quoting, fewer stockouts, cleaner month-end — so scope decisions have a scoreboard.

2. 02

   Map current processes and pain points

   Document the real path of an order, receipt, or invoice today. Capture workarounds; they reveal where Odoo must be simple.

3. 03

   Choose Community or Enterprise with clear reasons

   Decide based on support needs, hosting preference, and must-have apps — not brochure feature counts alone.

4. 04

   Prioritize modules for phase one

   Pick the smallest set that removes the biggest pain. Expand after users trust the system.

5. 05

   Clean and map master data

   Products, partners, chart of accounts, and open documents need owners, formats, and a migration plan.

6. 06

   Configure products, taxes, and chart of accounts

   These foundations affect every quote, bill, and report. Get them reviewed by finance early.

7. 07

   Set roles, access rights, and approval flows

   Who can confirm orders, validate inventory, or post invoices? Encode that before go-live surprises.

8. 08

   Train key users before go-live

   Train on real scenarios with your data. Champions beat slide decks.

9. 09

   Run a parallel or pilot period

   Prove critical flows with a limited team or product set before full cutover.

10. 10

    Plan cutover, support, and hypercare

    Freeze changes, migrate opening balances, staff support, and schedule a hypercare window after launch.