Consider These Factors When Migrating to Updated Odoo ERP

Read this article to know about the different factors which every business should consider while migrating to an updated version of the Odoo ERP. For best Odoo services, hire consultants from the Odoo ERP development company.

Every company, be it small or large, faces the requirement to conduct its operations with the help of an ERP system. With more and more technological advancements taking place, it is also essential that the companies adapt to the latest version of the ERP model in order to meet all business goals. Every version comes up with their own modifications and migrating to it is the wisest decision. Hence, using the recently updated version means taking the business one step ahead with new features and functionalities.

Odoo ERP is one of the best ERP software solutions which drive ample business growth and expansion. With the help of Odoo functional consultant, the business functions in an organised manner, as it encourages cooperation between the different departments of work and executes it smoothly. From accounting to finance, HR, sales and purchase, warehouse, shipping, delivery and other activities - everything is taken care of by this high-end application solution. It also accumulates a real-time database by providing access to all via a single dashboard.

While migrating to the latest version of Odoo, here some factors that one should always keep in mind -

• Customisations

One should check whether the following customisations already installed are at par with the requirements and purpose of the business. Running the same version of Odoo ERP means that one has already implemented a certain degree of customisations and made changes accordingly. With the new version, all these customisations have to be put into place. They should reflect in the upgraded system. Also, depending on the scope and nature of this present version of Odoo, one can add the extensions. However, this can bring about different technical implications. It is recommended to take help from a technical consultant for handling these complex customisations.

• Keeping backup

This is an important consideration when it comes to migrating to a new version of Odoo. The natural order of migration involves one to consider taking a backup of all their previous, useful data. It is important that one ensures that none of the data is lost during the procedure of migration. One has to prioritise on this to avoid several difficulties. Moreover, every business stores confidential data which if leaked can create havoc. Hence, for the system and the business to run smoothly, carefully ensuring that all the data is backed up proves to be the safest option.

• Learning about the features

The new version of the Odoo might have some updated features and information which one should be aware of. The company should take extra time out to invest in training the employees on how to use this software. Only this will ensure smooth and unhindered operations.

• Migration of the modules

One needs to migrate all the modules to the present version of the system. While the modules of Odoo are customisable, this is necessary to meet the correct business requirements. Migration of the modules might also demand to customise the entire software from scratch.

• Managing the costs

Migrating to an updated version of Odoo is most likely to involve a high amount of money. From customisation, data integration, conversion, finding and locating appropriate modules, placing the solution, training staff - cost will incur. Hence, to curb this, one needs to do advanced planning to avoid any monetary issues.

Alex Forsyth is an experienced Odoo functional consultant associated with a reputed company in Australia named Envertis Software Solutions. The main objective of writing this article is to help the businesses get accustomed to the procedure of migrating to the latest version of Odoo ERP.

Alex Forsyth is one of the expert app developers in Sydney who is working for Envertis, an earmarked Australian company for mobile app development which has been delivering dynamic and revenue-centric apps to businesses.