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Odoo Migration Process Map

Migration Overview

This document outlines the complete migration process from legacy systems to Odoo Enterprise, including all phases, team responsibilities, and key deliverables.

Visual Migration Overview

The following diagram illustrates the complete Odoo Contact Migration phases and their sequential flow:

Odoo Contact Migration Phases

Figure 1: Complete Odoo Contact Migration Implementation Roadmap

Work Breakdown Structure (WBS) - Team Responsibilities

The following diagram shows the detailed work breakdown structure with team responsibilities across all migration phases:

Odoo Migration WBS

Figure 2: Work Breakdown Structure - Team Responsibilities & Dependencies

Migration Phases

Initial System Preparation

  • Duration: 2-3 weeks
  • Team: IT Infrastructure
  • Key Activities:
  • Odoo installation and configuration
  • Database setup and optimization
  • User access and security configuration
  • Integration point identification

Company and Team Structure Setup

  • Duration: 1-2 weeks
  • Team: Finance, IT
  • Key Activities:
  • Multi-company configuration
  • Chart of accounts setup
  • User groups and access rights
  • Basic system parameters

Core Master Data Migration

  • Duration: 3-4 weeks
  • Team: Manufacturing, IT
  • Key Activities:
  • Product catalog migration
  • Bill of materials setup
  • Supplier information
  • Product categories and attributes

Contacts and Partners

  • Duration: 2-3 weeks
  • Team: Sales, IT
  • Key Activities:
  • Customer data migration
  • Partner categorization
  • Contact relationship mapping
  • Communication preferences

Finance and Accounting Setup

  • Duration: 2-3 weeks
  • Team: Finance, IT
  • Key Activities:
  • Pricing structure implementation
  • Payment terms configuration
  • Tax settings and compliance
  • Financial reporting setup

Sales and Pricelists

  • Duration: 2-3 weeks
  • Team: Sales, Finance
  • Key Activities:
  • Sales process configuration
  • Pricelist implementation
  • Sales team setup
  • Pipeline management

Additional Functional Areas

  • Duration: 3-4 weeks
  • Team: Manufacturing, Sales
  • Key Activities:
  • Inventory management setup
  • Marketing campaign configuration
  • ABS integration implementation
  • Custom module development

Data Validation and Integrity Checks

  • Duration: 1-2 weeks
  • Team: All teams
  • Key Activities:
  • Data quality verification
  • Business process validation
  • Integration testing
  • Performance optimization

User Training and Acceptance Testing

  • Duration: 2-3 weeks
  • Team: All teams
  • Key Activities:
  • User training sessions
  • Process documentation
  • Acceptance testing
  • Feedback collection

Go-Live Preparation

  • Duration: 1 week
  • Team: All teams
  • Key Activities:
  • Final system testing
  • Data backup and validation
  • Go-live checklist completion
  • Support team preparation