Odoo Implementation Methodology - Catherine Vieslet, Head of Business Services, Odoo

1. The Odoo Implementation
Methodology
Catherine VIESLET • Head of Business Services, Odoo S.A.
2019
EXPERIENCE

2. The Book!
Get one here or in the
Main Hall!

3. Why the OIM?
and not any other existing one...

4. Because we learnt
from our mistakes!

5. Standard for success.
Development is your plan Z because this results to...
● (huge) delays;
● an important technical debt;
● a higher complexity.
In short, it increases significantly the risk of project failure

6. Don’t be driven by
satisfaction.
This is not a useful KPI during a project
● It decreases naturally until the
Go Live
● Dissatisfaction differs from the
CEO to the new comer
● Disagreement is healthy for the
project
● Helps in identifying a lack of
communication

7. Focus on project success.
Be patient and competitive...
● Focus on project velocity & success
○ Huge competitive advantage
○ Postpone the non-mandatory features to a later phase
● Prove yourself before upselling
○ Launch in production first
○ Upsell is 7 times easier than acquizition

8. Onboard the USERS
What really matters is to
on TIME
& on BUDGET

9. Because it works!

10. Churn Rate
1%
18% Fact 1

11. Odoo Implementation Cost Evolution
9K
3.5K
Fact 2

12. You are RESPONSIBLE
⇢ To responsibilize your customer
⇢ Customer: What & Why
⇢ Odoo: How
⇢ Demand to be convinced
You’re not there to say Yes
Keep things SIMPLE
⇢ Less of everything, move faster
(paperwork, people, meetings)
⇢ The most standard possible
⇢ Work on remote
Train the Odoo EXPERTS
⇢ Train the SPoC (& Key Users)
⇢ Build trust and confidence in the
product
⇢ Keep an eye on change management
⇢ Make sure that the end-users will be
trained
Bet on the best TALENTS
⇢ A strong mindset is the key
⇢ Product & Business experts
⇢ Retain the top performers
Common sense
prevails!
What matters is mindset.

13. Projects actually
From the smallest to the biggest

14. Lawyer’s office.
● Staff: 5 lawyers
● Legacy system: None
● Scope: 100% Standard - Sales, Invoicing, Project, Timesheet
● Budget: Limited
● Deadline: ASAP

15. Consulting company.
● Staff: 4000 consultants
● Legacy system: Another integrated software
● Scope: Sales, Invoicing, Project, Timesheet - Development required
● Budget: Unlimited
● Deadline: ASAP

16. How to staff?
One team, many roles!

17. A bunch of
Efficient and Smart People
Business Advisor
⇢ Advanced Qualification
⇢ Project Follow-up
Skills
⇢ Strong mindset
⇢ Product
⇢ Business
⇢ Methodology

18. Project Leader
Project Manager
⇢ Make decisions
⇢ Project on track (plan)
⇢ Coach the SPoC
Business Analyst
⇢ How?
⇢ Challenge requirements
⇢ Configure & Import
⇢ Write specifications
Skills
⇢ Strong mindset
⇢ Product
⇢ Business
⇢ Methodology
Business Advisor
(Sales)
A bunch of
Efficient and Smart People

19. Business Advisor
(Sales)
App Expert
⇢ Peer Review
⇢ Punctual intervention on
projects
Skills
⇢ Strong mindset
⇢ Spec. Product Expertise
⇢ Spec. Business Expertise
⇢ Methodology
Project Leader
(PM & BA)
A bunch of
Efficient and Smart People
New!

20. Business Advisor
(Sales)
Project
Leader (PM)
Project Director
⇢ Steering Committee
⇢ Project Monitoring
⇢ Challenge the PL
Skills
⇢ Politics
⇢ Strong mindset
⇢ Product
⇢ Business
⇢ Methodology
Apps Expert (BA)
A bunch of
Efficient and Smart People

21. Business Advisor
(Sales)
Project Leader
(PM & BA)
Project
Director (PM)
Developer
⇢ Challenge specifications
⇢ Develop
Skills
⇢ Strong mindset
⇢ Coding (python, JS, xml, etc.)
⇢ Product
⇢ Methodology
Apps Expert (BA)
A bunch of
Efficient and Smart People

22. Business Advisor
(Sales)
Project Leader
(PM & BA)
Project
Director (PM)
Developper
SPoC
Project Manager
⇢ Project Follow-up
⇢ Project consistency
⇢ Manage the change
Business Analyst
⇢ What? & Why?
⇢ Internal Odoo Expert
⇢ Validate the solution
⇢ Train the end users
Characteristics
⇢ Available
⇢ Legitimate
⇢ Authority
Apps Expert (BA)
Odoo Project
Stakeholders
A bunch of
Efficient and Smart People

23. Business Advisor
(Sales)
Project Leader
(PM & BA)
Project
Director (PM)
Developper
SPoC
(PM & BA)
Key Users
⇢ Support the SPoC
⇢ Manage the change
⇢ What? & Why?
⇢ End users training
Skills
⇢ Spec. Business Expertise
⇢ Available
⇢ Legitimate
Apps Expert (BA)
Odoo Project
Stakeholders
A bunch of
Efficient and Smart People

24. Business Advisor
(Sales)
Project Leader
(PM & BA)
Project
Director (PM)
Developper
SPoC
(PM & BA)
Key Users
(BA)
Apps Expert (BA)
Odoo Project
Team
A bunch of
Efficient and Smart People

25. Business Advisor
(Sales)
Project Leader
(PM & BA)
Project
Director (PM)
Developper
SPoC
(PM & BA)
Key Users
(BA)
Sponsor(s)
⇢ Decision maker(s)
⇢ Project control
⇢ Project support
Skills
⇢ Authority
Apps Expert (BA)
Odoo Project
Team
A bunch of
Efficient and Smart People

26. Business Advisor
(Sales)
Project Leader
(PM & BA)
Apps Expert (BA)
Project Director
(PM)
Developper
SPoC
(PM & BA)
Key Users
(BA)
Sponsor(s)
End Users
Odoo Project
Team
Customer
A bunch of
Efficient and Smart People

27. How to deliver?
A few steps to ensure the efficiency!

28. Phase III
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Phase II
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Phase I
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Phase III
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Phase II
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Methodology
Onboarding
Analysis
&
Feasibility
Plan
Project
Qualification
↺Phase I
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Analysis
Configuration
Development
Import
Testing
Set in production
End users training
&
Final validation
↺
Initiation
Validation
15% 80% 5%
Go Live!

29. GAP Analysis.
Convince before starting the project
● Purpose
○ Complete project analysis
○ Challenge the requirements
○ Validate the project feasibility
● Output
○ Reviewed project requirements
○ Project planning & Budget
Project Initiation
Pre-sales

30. Interviews Analysis Presentation
GAP Analysis.
Hints
● Reassure the customer
● Observe how their currently
work
● Replace, don’t replicate
● Don’t give the choice
○ One option
○ Define the Must Have’s
● Peer-review
○ App Expert
○ Developer
● Sort developments
○ Necessary (1st phase)
○ Optimization (2nd deployment)
● Scope highlights
● Planning & Budget
● Risks & Opportunities
● Specific demo to reassure
Project Initiation
Pre-sales

31. Kick-off.
Align the visions for a project success!
● Purpose
○ Methodology onboarding (approach & mindset)
○ Project GAP Analysis*
○ Project planning & phasing
○ SPoC Responsibilities clarification
○ SPoC learning process
The Kick-off is a phase, not a meeting
Project Initiation

32. Kick-off.
Hints
● Check customer’s involvement - Availability, Knowledge, Mindset
● Tackle issues directly
○ Too ambitious planning - phasing & deadlines
○ Unclear scope - expected features
○ Wrong SPoC - availability, decision-making, etc.
Project Initiation

33. Start delivering
now!

34. Implementation cycles.
Hints
● Cycles in phase: Serie of quick wins to constantly moving
forward
● Keep challenging your customer - Demand to be convinced
● During training: Let the SPoC drive the mouse
● Meet on-site if required

35. Implementation Cycle.
Configurations
● Who: Project Leader
● Studio included
● Train the SPoC (& Key Users)

36. Implementation Cycle.
Data Import
● Who:
○ SPoC (& Key Users)
○ Project Leader (& Developer)
● Master Data vs. History
● Never delay the Go Live because of poor data quality

37. Implementation Cycle.
Specific Development
● Who:
○ Project Leader (spec & scenarios)
○ SPoC (validate)
○ Developer
● Never too late to challenge
● Testing:
○ Project Leader (Unit & E2E)
○ SPoC (E2E)
○ Developer (automated)
● Developer bug fixes

38. Validation & Training.
At the end of each phase
● Green light given by the SPoC
● User guides are written throughout the phase by the SPoC
& Key Users
○ Ensure exhaustive testing
○ Know better processes & Terminology
● End-users’ training

39. Go Live.
Anticipation is the key
● Can fail because
○ The solution has not been fully tested
○ The end-users have not been well trained

40. Go Live.
Hints
● The best training means practice
● Cross check testing
● React quickly
● Don’t push back Go Live
● Go on-site on the first day
● Check if they’re really live after a few days

41. What about our
customers?

42. Lawyer’s office.
Project Team
Business Advisor
(Sales)
Project Leader
(PM & BA)
SPoC
(PM & BA)

43. Project Team
Lawyer’s office.
Project Team
Business Advisor
(Sales)
Project Leader
(PM & BA)
SPoC
(PM & BA)
End Users
Apps Expert (BA) Developper
Sponsor(s)

44. Lawyer’s office.
Project plan
Phase I
● Sales
● Invoicing
● Contacts (import)
Phase II
● Project
● Timesheet
Go Live!
Project
Qualification
Kick-off
↺
Configuration ↺Im
port
Set in production
End users training
&
Final validation
Testing
&
Validation

45. Lawyer’s office.
Project plan
● Project duration: a few weeks
● #Specific accepted: 0%
● #Specific 2nd deployment: 0%
● #Specific dropped: 100%
● Team training: 100% standard
● User guides: None
● End users training: SPoC
● Change Management: SPoC

46. Consulting company.
Project Team
Business Advisor
(Sales)
Project Leader
(PM & BA)
SPoC
(PM & BA)
End UsersApps Expert (BA)
Developper
Sponsor(s)

47. Consulting company.
Project Team
Business Advisor
(Sales)
Project Leader
(PM & BA)
SPoC
(PM & BA)
End UsersApps Expert (BA)
Developper
Sponsor(s)
Key User 1
(BA)
Key User 2
(BA)
Project Director
(PM)

48. Project Team
Consulting company.
Project Team Steering Committee
Business Advisor
(Sales)
Project Leader
(PM & BA)
SPoC
(PM & BA)
End UsersApps Expert (BA)
Developper
Sponsor(s)
Key User 1
(BA)
Key User 2
(BA)
Project Director
(PM)

49. Consulting company.
Project Team
Business Advisor
(Sales)
Project Leader
(PM & BA)
SPoC
(PM & BA)
End UsersApps Expert (BA)
Developper
Sponsor(s)
Key User 1
(BA)
Key User 2
(BA)
Project Director
(PM)
Delivery

50. Consulting company.
Project Plan Phase I
● Sales
● Invoicing
● Project
● Timesheet
● Contacts
(import)
● Development
Phase II
● Development
2nd deployment
Go Live!
Project
Qualification
GAP
Analysis
↺
Configuration ↺Im
port
Set in production
End users training
&
Final validation
Testing
&
Validation
Second
deployment
-------------------------
-------------------------
-------------------------
↺
Developm
ent

51. Consulting company.
Project Plan
● Project duration: a few months
● #Specific accepted in Phase I: 50%
○ Removed in Phase II: 5%
● #Specific 2nd deployment: 20%
○ Actually delivered: 10%
● #Specific dropped: 30%
● Team training: Standard & Specific
● User guides: Key users
● End users training: SPoC & Key users
● Change Management: SPoC

52. Onboard the USERS
Remember: Only focus on
on TIME
& on BUDGET

53. Profitability
Nhomar Hernández, Vauxoo

54. 1 point
● Have a project on time & on
budget
● Receive a gift from a satisfied
customer
● Deploy min. 4 apps, in 2
weeks per app
● Deliver a project at 80% of
initial budget
● Deploy a 25 users company
alone
2 points
● Pass Odoo certification with
70%+
● Go-Live with 70% of the initial
budget
● Success in 3 different
industries
● Migration from a traditional
ERP in 2 months
● Have 3 projects in a row on
budget
3 points
● Implement 500 users in
production
● Save a customer from
bankruptcy
● Have 10 projects on budget
● Did a migration of traditional
ERP in 4 weeks
Measure your progress.

55. Compare your results
with us...

56. Thank you.
#odooexperience
2018
2019
EXPERIENCE

57. Thank you.
#odooexperience
2018
2019
EXPERIENCE

58. Thank you.
#odooexperience
2018
2019
EXPERIENCE