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