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@ -4,8 +4,8 @@
Odoo Online Implementation
==========================
This document summarizes **Odoo's Online services**, our Success Pack
**implementation methodology**, and *best practices* to **get started**
This document summarizes **Odoo Online's services**, our Success Pack
**implementation methodology**, and best practices to get started
with our product.
*We recommend that new Odoo Online customers read this document before
@ -24,12 +24,12 @@ The more exposure you have with Odoo, the more time you will save later
during the implementation.
Once you purchase an Odoo Online subscription, you will receive
instructions by e-mail on how to activate or create your database. From
instructions by email on how to activate or create your database. From
this email, you can activate your existing Odoo database or create a new
one from scratch.
If you did not receive this email, e.g. because the payment was made by
someone else in your company, contact our support using our
someone else in your company, contact our support team using our
`online support form <https://www.odoo.com/help>`__.
.. image:: media/getting_started02.png
@ -39,8 +39,8 @@ Fill in the sign-in or sign-up screens and you will get your first Odoo
database ready to be used.
In order to familiarize yourself with the user interface, take a few
minutes to create records: *products, customers, opportunities or
projects / tasks*. Follow the blinking dots, they give you tips about
minutes to create records: *products, customers, opportunities* or
*projects/tasks*. Follow the blinking dots, they give you tips about
the user interface as shown in the picture below.
+----------------+----------------+
@ -76,13 +76,13 @@ you through all the steps. But you can also:
- Read the documentation on our website:
`https://www.odoo.com/documentation/user <https://www.odoo.com/documentation/user>`__
- Watch the videos on our eLearning platform (Free with your first Success Pack):
- Watch the videos on our eLearning platform (free with your first Success Pack):
`https://odoo.thinkific.com/courses/odoo-functional <https://odoo.thinkific.com/courses/odoo-functional>`__
- Watch the webinars on our
`Youtube channel <https://www.youtube.com/user/OpenERPonline>`__
- Or send your questions to our online support through our
- Or send your questions to our online support team through our
`online support form <https://www.odoo.com/help>`__.
What do we expect from you?
@ -100,21 +100,21 @@ Your internal implementation manager
------------------------------------
We ask that you maintain a single point of contact within your company to
work with our project manager on your Odoo Implementation. This is to ensure
work with our project manager on your Odoo implementation. This is to ensure
efficiency and a single knowledge base in your company.
Additionally, this person must:
- **be available at least 2 full days a week** for the project,
- **Be available at least 2 full days a week** for the project,
otherwise you risk slowing down your implementation. More is better with
the fastest implementations having a full time project manager.
- **have authority to take decisions** on their own. Odoo usually
- **Have authority to take decisions** on their own. Odoo usually
transforms all departments within a company for the better. There
can be many small details that need quick turn arounds for answers and
can be many small details that need quick turnarounds for answers and
if there is too much back and forth between several internal decision
makers within your company it could potentially seriously slow everything down.
- **have the leadership** to train and enforce policies internally with full support
- **Have the leadership** to train and enforce policies internally with full support
from all departments and top management, or be part of top management.
Integrate 90% of your business, not 100%
@ -133,16 +133,16 @@ project price. One always underestimates the hidden costs of customization.
- **Do it the Odoo way, not yours.** Be flexible, use Odoo the way it
was designed. Learn how it works and don't try to replicate the
way your old system(s) works.
way your old system(s) work.
- **The project first, customizations second.** If you really want to
customize Odoo, phase it towards the end of the project, ideally
after having been in production for several months. Once a customer
starts using Odoo, they usually drop about 60% of their customization
requests as they learn to perform their work flows out of the box, or
requests as they learn to perform their workflows out of the box, or
the Odoo way. It is more important to have all your business processes
working than customizing a screen to add a few fields here and there
or automating a few e-mails.
or automating a few emails.
Our project managers are trained to help you make the right decisions and
measure the tradeoffs involved but it is much easier if you are aligned
@ -155,7 +155,7 @@ Invest time in learning Odoo
----------------------------
Start your free trial and play with the system. The more comfortable you
are with navigating Odoo, the better your decisions will be and the quicker
are navigating Odoo, the better your decisions will be and the quicker
and easier your training phases will be.
Nothing replaces playing with the software, but here are some extra
@ -225,11 +225,11 @@ Support
Your Odoo Online subscription includes an **unlimited support service at
no extra cost, 24/5, Monday to Friday**. To cover 24 hours, our teams
are in San Francisco, Belgium and India. Questions could be about
anything and everything from: specific questions on current Odoo features and where to configure them, bugfix requests,
payments or subscription issues.
are in San Francisco, Belgium, and India. Questions could be about
anything and everything, like specific questions on current Odoo features and where to configure them, bugfix requests,
payments, or subscription issues.
Our support can be contacted through our
Our support team can be contacted through our
`online support form <https://www.odoo.com/help>`__.
Note: The support team cannot develop new features, customize, import
@ -245,64 +245,64 @@ database is at your own discretion, but allows you to benefit from new
features.
We provide the option to upgrade in a test environment so that you can
evaluate a new version or train your team before the roll out. Simply
evaluate a new version or train your team before the rollout. Simply
fill our `online support form <https://www.odoo.com/help>`__ to make this request.
Success Pack Services
---------------------
The Success Pack is a package of premium hour-based services performed by
a dedicated project manager and business analyst. The initial alloted hours
you purchased is purely an estimate and we do not guarantee completion of
a dedicated project manager and business analyst. The initial allotted hours
you purchased are purely an estimate and we do not guarantee completion of
your project within the first pack. We always strive to complete projects
within the initial allotement however any number of factors can contribute
to us not being able to do so, for example a scope expansion or "Scope Creep"
in the middle of your implementation, new detail descoveries, or an increase
within the initial allotment however any number of factors can contribute
to us not being able to do so; for example, a scope expansion (or "Scope Creep")
in the middle of your implementation, new detail discoveries, or an increase
in complexity that was not apparent from the beginning.
The list of services according to your success pack is detailed online:
The list of services according to your Success Pack is detailed online:
`https://www.odoo.com/pricing-packs <https://www.odoo.com/pricing-packs>`__
The goal of the project manager is to help you get to production within
the defined time frame and budget, i.e. the initial number of hours
defined in your success pack.
defined in your Success Pack.
His/her role includes:
- **Project Management:** review of your objectives & expectations,
phasing of the implementation (road map), mapping of your
business needs and the Odoo features.
- **Project Management:** Review of your objectives & expectations,
phasing of the implementation (roadmap), mapping your
business needs to Odoo features.
- **Customized Support:** by phone, e-mail or webinar.
- **Customized Support:** By phone, email or webinar.
- **Training, Coaching, and Onsite Consulting:** remote trainings via
screen sharing or training on premises. For on premise training
- **Training, Coaching, and Onsite Consulting:** Remote trainings via
screen sharing or training on premises. For on-premise training
sessions, you will be expected to pay extra for travel expenses
and accommodations for your consultant.
- **Configuration:** decisions about how to implement specific needs in
Odoo and advanced configuration. (e.g. logistic routes, advanced
- **Configuration:** Decisions about how to implement specific needs in
Odoo and advanced configuration (e.g. logistic routes, advanced
pricing structures, etc.)
- **Data Import**: we can do it or assist you on how to do it with a
- **Data Import**: We can do it or assist you on how to do it with a
template prepared by the project manager.
If you have subscribed to **Studio**, you benefit from following
If you have subscribed to **Studio**, you benefit from the following
extra services:
- **Customization of screens:** Studio takes the Drag and Drop approach to
customize most screens in any way you see fit.
- **Customization of reports (PDF):** Studio itself will not allow you
- **Customization of reports (PDF):** Studio will not allow you
to customize the reports yourself, however our project managers have
access to developers for advanced customizations.
- **Website Design:** standard themes are provided to get started at
- **Website design:** Standard themes are provided to get started at
no extra cost. However, our project manager can coach you on how to utilize
the building blocks of the website designer. The time spent will consume
hours of your success pack.
hours of your Success Pack.
- **Workflow automations:** e.g. setting values in fields based on
- **Workflow automations:** Some examples include setting values in fields based on
triggers, sending reminders by emails, automating actions, etc.
For very advanced automations, our project managers have access
to Odoo developers.
@ -317,17 +317,17 @@ deducted from your Success Pack.
In case of customizations that would require a developer’s intervention, a
recurring maintenance fee will be charged on the customer subscription,
to cover maintenance and upgrade services. This cost will be based on
hours spent by the developer: 4€ or $5/month, per hour of development will
be added to the subscription fee.
the developer hours spent on the customization: 4€ or $5 per hour of development will
be added to the subscription fee each month.
**Example:** a customization that took 2 hours of development will cost:
**Example:** A customization that took 2 hours of development will cost:
2 hours deducted from the Success Pack for the customization development
2 * $5 = $10/month as recurring fee for the maintenance of this customization
2 * $5 = $10/month as a recurring fee for the maintenance of this customization
Implementation Methodology
==========================
We follow a **lean and hands-on methodology**, that is used to put
We follow a **lean and hands-on methodology** that is used to put
customers in production in a short period of time and at a low cost.
After the kick-off meeting, we define a phasing plan to deploy Odoo
@ -338,22 +338,22 @@ progressively, by groups of apps.
The goal of the **Kick-off call** is for our project manager to come
to an understanding of your business in order to propose an
implementation plan (phasing). Each phase is the deployment of a set
implementation plan (phasing). Each phase is the deployment of a set of
applications that you will fully use in production at the end of the
phase.
For every phase, the steps are the following:
1. **On Boarding:** Odoo's project manager will review Odoo's business
1. **Onboarding:** Odoo's project manager will review Odoo's business
flows with you, according to your business. The goal is to train
you, validate the business process and configure according to
your specific needs.
2. **Data:** created manually or imported from your existing system.
You are responsible to export the data from your existing system
2. **Data:** Created manually or imported from your existing system.
You are responsible for exporting the data from your existing system
and Odoo's project manager will import them in Odoo.
3. **Training:** once your applications are set up, your data imported, and
3. **Training:** Once your applications are set up, your data imported, and
the system is working smoothly, you will train your users. There will
be some back and forth with your Odoo project manager to answer questions
and process your feedback.
@ -365,7 +365,7 @@ Once you are comfortable using Odoo, we will fine-tune the process and
**automate** some tasks and do the remaining customizations (**extra
screens and reports**).
Once all applications are deployed and users are comfortable on Odoo,
Once all applications are deployed and users are comfortable with Odoo,
our project manager will not work on your project anymore (unless you
have new needs) and you will use the support service if you have further
questions.
@ -383,8 +383,8 @@ Odoo gives you the opportunity to test the system before going live or
before upgrading to a newer version. Do not mess up your working
environment with test data!
In that purpose, you can create as many free trials as you want
(available for 15 days). Those instances can be instant copies of your
For those purposes, you can create as many free trials as you want
(each available for 15 days). Those instances can be instant copies of your
working environment. To do so, go to the Odoo.com account in **My
Organizations** page and click **Duplicate**.