01
Business requirements analysis
Understand operational requirements, business priorities and the processes Odoo needs to support.
Implement Odoo. Around your business.
Implement Odoo around the way your business actually operates.
Bapple provides Odoo implementation services covering the journey from initial business analysis through configuration, migration, training and go-live.
✓ Analyse
✓ Configure
✓ Migrate
✓ Train
✓ Go Live
In progress
IMPLEMENTATION
Integrated ERP Environment
Phase 4 of 8
✓
01
Analyse
✓
02
Map
✓
03
Configure
4
04
Migrate
CURRENT PHASE
Data migration & validation
Active
CUSTOMERS
Prepared
✓
PRODUCTS
Prepared
✓
ACCOUNTS
Review
→
OPENING DATA
Pending
–
NEXT PHASE
Testing → Training → Go-live
Continue →
PROCESS
Mapped
SYSTEM
Configured
USERS
Prepared
01
Understand
Your business processes
→
02
Configure
Odoo around requirements
→
03
Prepare
Data, users and workflows
→
04
Operate
Go live with support
From business analysis to operational Odoo.
A successful implementation involves more than installing applications. It requires understanding the business, preparing the information, configuring the system and helping users adopt the new processes.
02
Process mapping
Map how work moves through the organisation and where Odoo should support, control or automate each step.
03
Odoo application selection
Select the Odoo applications required to support the identified operational and administrative requirements.
04
System configuration
Configure applications, settings and operational behaviour around the agreed implementation design.
05
User & access configuration
Configure users, roles and permissions so people can access the functionality appropriate to their responsibilities.
06
Accounting setup
Configure the accounting environment, journals, accounts and relevant financial settings required for the implementation.
07
Product & customer migration
Prepare and migrate the master data needed for the new Odoo environment.
08
Workflow configuration
Configure process steps, approvals and system behaviour around the practical way the business operates.
09
Testing
Test the configured processes, information and workflows before the system is introduced into normal business operations.
10
User training
Train users around the workflows and responsibilities they will perform in the configured Odoo environment.
11
Go-live assistance
Assist users and management during the transition from the previous process or system into the new Odoo environment.
12
Post-implementation support
Continue supporting users and refining the system after go-live as practical requirements become clearer.
Don't force the business into a generic template.
Rather than forcing your business into a generic template, we focus on configuring Odoo around practical operational requirements.
01
Understand the operation
Start with how people, information and processes work today.
02
Use standard Odoo where practical
Configure existing functionality before introducing
unnecessary complexity.
03
Adapt workflows where needed
Configure or extend the system around genuine operational
requirements.
04
Build an integrated environment
Connect departments and processes around one shared ERP system.
PROCESS DESIGN
Business → Odoo
Mapped
BUSINESS PROCESS
Customer order fulfilment
CRM
Opportunity
SALES
Quotation
STOCK
Delivery
ACCOUNTING
Invoice
✓
INTEGRATED FLOW
One process across multiple Odoo applications
Operational requirement
Integrated configuration
A structured route from discovery to go-live.
Each implementation differs, but a structured journey helps keep business requirements, configuration, data preparation, testing and user readiness aligned.
01
Analyse
Understand requirements, users and operational processes.
→
02
Map
Translate business processes into an Odoo implementation design.
→
03
Configure
Configure applications, workflows, users and settings.
→
04
Migrate
Prepare and introduce the required business data.
→
05
Test
Validate workflows, configuration and information.
→
06
Train
Prepare users to perform their actual business workflows.
→
07
Go Live
Move into live operations with implementation support.
INTEGRATED ODOO
One business environment
Connected
O
ODOO ERP
Shared business platform
CRM
Customers
SALES
Revenue
INVENTORY
Stock
ACCOUNTING
Finance
MANUFACTURING
Production
HR
People
PAYROLL
Payroll
FIELD SERVICE
Operations
Shared information
Connected workflows
One system. Multiple business functions.
From CRM and Sales to Accounting, Inventory, Manufacturing, HR, Payroll, Field Services and industry-specific solutions, we can create an integrated environment for your organisation.
✓
Shared customer and supplier information
✓
Connected operational workflows
✓
Integrated accounting information
✓
Consistent reporting across departments
✓
Industry-specific functionality where required
THE OBJECTIVE
An Odoo system that supports the way your organisation works.
A structured implementation connects business requirements, processes, information and users in an ERP environment designed for practical day-to-day operations.
Mapped
Processes
Integrated
System
Prepared
Users
Implement Odoo. Around your business.
Implement Odoo around the way your business actually operates.
Bapple provides Odoo implementation services covering the journey from initial business analysis through configuration, migration, training and go-live.
✓ Analyse
✓ Configure
✓ Migrate
✓ Train
✓ Go Live
In progress
IMPLEMENTATION
Integrated ERP Environment
Phase 4 of 8
✓
01
Analyse
✓
02
Map
✓
03
Configure
4
04
Migrate
CURRENT PHASE
Data migration & validation
Active
CUSTOMERS
Prepared
✓
PRODUCTS
Prepared
✓
ACCOUNTS
Review
→
OPENING DATA
Pending
–
NEXT PHASE
Testing → Training → Go-live
Continue →
PROCESS
Mapped
SYSTEM
Configured
USERS
Prepared
01
Understand
Your business processes
→
02
Configure
Odoo around requirements
→
03
Prepare
Data, users and workflows
→
04
Operate
Go live with support
From business analysis to operational Odoo.
A successful implementation involves more than installing applications. It requires understanding the business, preparing the information, configuring the system and helping users adopt the new processes.
01
Business requirements analysis
Understand operational requirements, business priorities and the processes Odoo needs to support.
02
Process mapping
Map how work moves through the organisation and where Odoo should support, control or automate each step.
03
Odoo application selection
Select the Odoo applications required to support the identified operational and administrative requirements.
04
System configuration
Configure applications, settings and operational behaviour around the agreed implementation design.
05
User & access configuration
Configure users, roles and permissions so people can access the functionality appropriate to their responsibilities.
06
Accounting setup
Configure the accounting environment, journals, accounts and relevant financial settings required for the implementation.
07
Product & customer migration
Prepare and migrate the master data needed for the new Odoo environment.
08
Workflow configuration
Configure process steps, approvals and system behaviour around the practical way the business operates.
09
Testing
Test the configured processes, information and workflows before the system is introduced into normal business operations.
10
User training
Train users around the workflows and responsibilities they will perform in the configured Odoo environment.
11
Go-live assistance
Assist users and management during the transition from the previous process or system into the new Odoo environment.
12
Post-implementation support
Continue supporting users and refining the system after go-live as practical requirements become clearer.
Don't force the business into a generic template.
Rather than forcing your business into a generic template, we focus on configuring Odoo around practical operational requirements.
01
Understand the operation
Start with how people, information and processes work today.
02
Use standard Odoo where practical
Configure existing functionality before introducing
unnecessary complexity.
03
Adapt workflows where needed
Configure or extend the system around genuine operational
requirements.
04
Build an integrated environment
Connect departments and processes around one shared ERP system.
PROCESS DESIGN
Business → Odoo
Mapped
BUSINESS PROCESS
Customer order fulfilment
CRM
Opportunity
SALES
Quotation
STOCK
Delivery
ACCOUNTING
Invoice
✓
INTEGRATED FLOW
One process across multiple Odoo applications
Operational requirement
Integrated configuration
A structured route from discovery to go-live.
Each implementation differs, but a structured journey helps keep business requirements, configuration, data preparation, testing and user readiness aligned.
01
Analyse
Understand requirements, users and operational processes.
→
02
Map
Translate business processes into an Odoo implementation design.
→
03
Configure
Configure applications, workflows, users and settings.
→
04
Migrate
Prepare and introduce the required business data.
→
05
Test
Validate workflows, configuration and information.
→
06
Train
Prepare users to perform their actual business workflows.
→
07
Go Live
Move into live operations with implementation support.
INTEGRATED ODOO
One business environment
Connected
O
ODOO ERP
Shared business platform
CRM
Customers
SALES
Revenue
INVENTORY
Stock
ACCOUNTING
Finance
MANUFACTURING
Production
HR
People
PAYROLL
Payroll
FIELD SERVICE
Operations
Shared information
Connected workflows
One system. Multiple business functions.
From CRM and Sales to Accounting, Inventory, Manufacturing, HR, Payroll, Field Services and industry-specific solutions, we can create an integrated environment for your organisation.
✓
Shared customer and supplier information
✓
Connected operational workflows
✓
Integrated accounting information
✓
Consistent reporting across departments
✓
Industry-specific functionality where required
THE OBJECTIVE
An Odoo system that supports the way your organisation works.
A structured implementation connects business requirements, processes, information and users in an ERP environment designed for practical day-to-day operations.
Mapped
Processes
Integrated
System
Prepared
Users