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Odoo Pre Customization checklist

1. Business Requirements Analysis

Define the core business processes.

Identify key stakeholders and gather their input.

Document specific requirements and use cases.

Determine the expected outcomes and KPIs.

2. Current System Assessment

Review existing systems and software.

Identify data migration needs and challenges.

Assess integrations with other tools and platforms.

Evaluate user experience of the current system.

3. Odoo Version Selection

Decide on the Odoo version (Community or Enterprise).

Review the latest features and enhancements in the chosen version.

Check for compatibility with existing systems.

4. Module Selection

List required Odoo modules based on business needs.

Research third-party modules for additional functionality.

Determine customization needs for selected modules.

5. Data Management

Plan data migration strategy (cleaning, mapping, importing).

Identify data sources and formats for migration.

Ensure data integrity and security measures are in place.

6. Customization and Development Planning

Outline customization scope and objectives.

Define the development methodology (Agile, Waterfall, etc.).

Assign roles and responsibilities within the development team.

7. Testing Strategy

Develop a testing plan for each customization.

Define acceptance criteria for functionalities.

Schedule user acceptance testing (UAT) sessions.

8. Training and Documentation

Plan training sessions for end-users and administrators.

Create user manuals and technical documentation.

Establish ongoing support and maintenance procedures.

9. Deployment Preparation

Set up the production environment.

Establish backup and recovery procedures.

Plan for a go-live date and communication with stakeholders.

10. Post-Implementation Review

Schedule a review meeting post-deployment.

Gather feedback from users and stakeholders.

Identify areas for future improvement or additional customization.

This checklist provides a structured approach to preparing for Odoo customization, ensuring that all critical aspects are considered before proceeding with development.

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