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Odoo 18 CE Integration Project Plan

A Strategic Initiative for ABC Trading

Executive Briefing

Comprehensive presentation summary for CEO & COO review

Slide 2

Project Overview

Strategic Initiative

This project will implement Odoo 18 Community Edition, a powerful open-source ERP, to unify and streamline core business operations. The goal is to replace disparate systems with a single, integrated platform, driving efficiency, reducing costs, and providing a scalable foundation for future growth.

Core Functional Areas

🛒 eCommerce

Unified online sales and customer experience

👥 CRM

Optimized lead-to-cash cycle and customer management

📦 Inventory

Real-time stock control and warehouse management

💰 Accounting

Comprehensive financial visibility and compliance

Slide 3

Business Objectives

Enhance Operational Efficiency

Automate workflows and unify processes to reduce manual effort and data redundancy across departments.

Improve Data Accuracy & Visibility

Establish a single source of truth for all business data, enabling real-time reporting and data-driven decision-making.

Build a Scalable Foundation

Implement a modular architecture that supports current needs and allows for future expansion with minimal disruption.

Reduce Operational Costs

Lower long-term maintenance costs by consolidating systems and leveraging an open-source platform.

Slide 4

Key Components: Core Modules

eCommerce

  • Unified Online-to-Offline Experience
  • Real-time Inventory Synchronization
  • Seamless Payment Gateway Integration
  • Enhanced Mobile Responsiveness

CRM

  • Optimized Lead-to-Cash Workflow
  • Automated Lead Scoring & Follow-up
  • 360° Customer View
  • Custom Sales Performance Dashboards

Inventory

  • Real-time, Accurate Stock Control
  • Automated Reordering Rules
  • Enhanced Barcode Scanning Workflows
  • Advanced Multi-Warehouse Logistics

Accounting

  • Comprehensive Financial Visibility
  • Automated Bank Reconciliation
  • Duplicate Bill Detection
  • Streamlined Compliance Reporting
Slide 5

Integrated Architecture

  • eCommerce → Sales: Customer orders flow from eCommerce to create sales orders and invoices
  • Inventory Sync: Inventory levels are updated in real-time and visible to both eCommerce and CRM
  • CRM Integration: CRM manages customer data, synchronized with eCommerce and sales records
  • Accounting Hub: All transactions from Sales, Inventory, and eCommerce post automatically to the Accounting ledger
Slide 6

Implementation Timeline: 3-Month Roadmap to Beta

1

Month 1

Planning & Configuration

  • Finalize Requirements
  • Module Configuration
  • Data Cleansing
  • Form Team
2

Month 2

Migration & Testing

  • Trial Migrations
  • Integration Testing
  • UAT Workshops
  • Custom Workflows
3

Month 3

Deployment & Go-Live

  • Final Migration
  • User Training
  • Beta Launch
  • Post-Go-Live Support
Slide 7

Budget Breakdown

Total Allocation: $15,000 USD

Implementation Partner
50% - $7,500
Customization
25% - $3,750
User Training
15% - $2,250
Contingency
10% - $1,500

Note: Implementation Partner includes expert configuration, project management, and best-practice guidance. User Training allocation follows research best practices (15% of budget) to ensure adoption.

Slide 8

Risk Management

Data Quality & Migration

Risk:

Legacy data is often inconsistent or incomplete, which can corrupt the new system.

Mitigation:

Conduct full data audit and cleansing. Perform multiple trial migrations with stakeholder validation.

Low User Adoption

Risk:

Resistance to change and inadequate training can reduce ROI.

Mitigation:

Involve users early. Implement comprehensive training program (15% of budget) and post-go-live support.

Scope Creep

Risk:

Uncontrolled changes increase costs and delay timelines.

Mitigation:

Enforce strict change control. Prioritize native features and require executive sign-off for changes.

Slide 9

Expected Benefits & ROI

30-50%
Time Savings

Reduction in manual data entry and process redundancy

Up to 40%
Cost Reduction

By consolidating systems and improving inventory accuracy

100%
Data Visibility

Real-time, accurate data from single source of truth

12-24
Months to ROI

Typical break-even point for implementations

"The project is projected to deliver significant ROI by transforming core operations, creating a scalable platform for growth, and providing a clear, measurable competitive advantage."

Slide 10

Next Steps & Recommendation

Immediate Actions

  • Secure executive approval and formal project sponsorship
  • Finalize the internal project team and key stakeholders
  • Initiate contract discussions with the selected implementation partner
  • Schedule the official project kick-off meeting

Recommendation

We recommend proceeding with the Odoo 18 CE implementation as outlined. This project represents a critical investment in our operational infrastructure that will yield substantial, long-term returns in efficiency, cost savings, and scalability.

Approval is requested to proceed with the $15,000 budget and initiate the 3-month implementation plan.

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