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Implementing Odoo

Implementing Odoo

This course guides project managers, business owners, operations leads, and functional team members through every phase of a successful Odoo ERP implementation. It is structured to be practical and business-agnostic, focusing on the management of the implementation rather than deep technical development.
Private Course
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Responsible Mark Shamy
Last Update 05/01/2026
Members 1
Under Construction Advanced
  • Chapter 0: Resources (empty)
    9Lessons ·
    • Introduction
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    • PART I: FOUNDATIONS
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    • PART II: SETTING UP FOR SUCCESS
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    • PART III: TECHNICAL FOUNDATIONS
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    • PART IV: DISCOVERY AND DESIGN
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    • PART V: BUILD AND CONFIGURE
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    • PART VI: TESTING AND TRAINING
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    • PART VII: LAUNCH
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    • PART VIII: PROJECT CLOSING
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  • Chapter 1: Understanding Odoo and the Implementation Challenge (empty)
    4Lessons ·
    • 1.1.0: Overview
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    • 1.1.1: What Is Odoo? A Project Manager's Introduction
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    • 1.1.2: Why ERP Implementations Fail
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    • 1.1.3: The Odoo Implementation Lifecycle at a Glance
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  • Chapter 2: Organizational Readiness and the Business Case (empty)
    5Lessons ·
    • 1.2.0: Overview
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    • 1.2.1: Assessing Organizational Readiness
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    • 1.2.2: Defining Scope and Setting Boundaries
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    • 1.2.3: Building the Business Case and Securing Executive Sponsorship
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    • 1.2.4: Stakeholder Mapping and Engagement Strategy
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  • Chapter 3: Assembling Your Implementation Team (empty)
    5Lessons ·
    • 2.3.0: Overview
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    • 2.3.1: Core Team Roles and Responsibilities
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    • 2.3.2: The Project Manager's Role in an ERP Implementation
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    • 2.3.3: Selecting and Working with an Implementation Partner
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    • 2.3.4: Governance Structure and Decision-Making Authority
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  • Chapter 4: Project Planning and Methodology (empty)
    6Lessons ·
    • 2.4.0: Overview
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    • 2.4.1: Choosing Your Implementation Methodology
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    • 2.4.2: Creating the Project Plan and Work Breakdown Structure
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    • 2.4.3: Risk Identification and Management
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    • 2.4.4: Budget Planning and Resource Allocation
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    • 2.4.5: The Project Communication Plan
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  • Chapter 5: Hosting and Technical Environment Setup (empty)
    6Lessons ·
    • 3.5.0: Overview
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    • 3.5.1: Odoo Deployment Options: Online, Odoo.sh, and On-Premise
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    • 3.5.2: Setting Up Your Development, Staging, and Production Environments
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    • 3.5.3: Backup Strategy, Data Recovery, and Business Continuity
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    • 3.5.4: Security Architecture and Access Control Fundamentals
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    • 3.5.5: Integration Planning: What Connects to Odoo and How
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  • Chapter 6: Business Process Discovery (empty)
    5Lessons ·
    • 4.6.0: Overview
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    • 4.6.1: The Discovery Phase: Goals, Methods, and Pitfalls
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    • 4.6.2: Documenting Current State (AS-IS) Processes
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    • 4.6.3: Designing Future State (TO-BE) Processes
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    • 4.6.4: Conducting Gap Analysis
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  • Chapter 7: Critical Business Decisions That Must Be Made (empty)
    5Lessons ·
    • 4.7.0: Overview
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    • 4.7.1: Financial Structure Decisions
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    • 4.7.2: Master Data Decisions: Customers, Vendors, Products, and More
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    • 4.7.3: Workflow, Approval, and Automation Decisions
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    • 4.7.4: Reporting Requirements and KPI Definition
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  • Chapter 8: Identifying and Managing Customizations (empty)
    5Lessons ·
    • 4.8.0: Overview
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    • 4.8.1: The Build vs. Configure vs. Adapt Decision Framework
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    • 4.8.2: Types of Customizations in Odoo
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    • 4.8.3: Documenting Functional Requirements for Development
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    • 4.8.4: Managing Customization Risk, Cost, and Scope Creep
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  • Chapter 9: Core System Configuration (empty)
    6Lessons ·
    • 5.9.0: Overview
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    • 5.9.1: The Configuration Sequence: Why Order Matters
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    • 5.9.2: Company, Accounting, and Financial Configuration
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    • 5.9.3: CRM and Sales Configuration
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    • 5.9.4: Contacts, Users, and Cross-Configuration
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    • 5.9.5: Automation, Scheduled Actions, and Email Templates
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  • Chapter 10: Warehouse Management and Inventory (Optional Track) (empty)
    6Lessons ·
    • 5.10.0: Overview
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    • 5.10.1: Understanding Odoo Inventory: Scope and Key Decisions
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    • 5.10.2: Warehouse Structure: Locations, Routes, and Operation Types
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    • 5.10.3: Receiving, Putaway, and Replenishment
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    • 5.10.4: Picking, Packing, and Shipping Operations
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    • 5.10.5: Inventory Valuation, Costing, and Reporting
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  • Chapter 11: Purchasing (Optional Track) (empty)
    6Lessons ·
    • 5.11.0: Overview
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    • 5.11.1: Understanding Odoo Purchasing: Scope and Key Decisions
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    • 5.11.2: Vendor Management and Pricelists
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    • 5.11.3: Purchase Order Workflow and Approval Configuration
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    • 5.11.4: Receipts, Bills, and the Purchase-to-Pay Cycle
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    • 5.11.5: Purchasing Reporting and Process Optimization
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  • Chapter 12: Manufacturing and MRP (Optional Track) (empty)
    6Lessons ·
    • 5.12.0: Overview
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    • 5.12.1: Understanding Odoo Manufacturing: Scope and Key Decisions
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    • 5.12.2: Bills of Materials: Design and Configuration
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    • 5.12.3: Work Centers, Operations, and Routing
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    • 5.12.4: MRP Configuration and Production Planning
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    • 5.12.5: Quality Control Configuration
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  • Chapter 13: Data Migration (empty)
    5Lessons ·
    • 5.13.0: Overview
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    • 5.13.1: Data Migration Strategy and Planning
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    • 5.13.2: Data Audit and Cleansing
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    • 5.13.3: Data Mapping and Transformation
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    • 5.13.4: Migration Execution, Testing, and Validation
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  • Chapter 14: Managing Custom Development (empty)
    5Lessons ·
    • 5.14.0: Overview
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    • 5.14.1: The Development Workflow in an Odoo Project
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    • 5.14.2: Reviewing Technical Specifications
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    • 5.14.3: Testing Custom Development
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    • 5.14.4: Version Control, Deployment, and Upgrade Considerations
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  • Chapter 15: Testing (empty)
    5Lessons ·
    • 6.15.0: Overview
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    • 6.15.1: Building a Testing Strategy
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    • 6.15.2: System and Integration Testing
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    • 6.15.3: User Acceptance Testing: Planning and Execution
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    • 6.15.4: Defect Management and Resolution
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  • Chapter 16: Training and Change Management (empty)
    6Lessons ·
    • 6.16.0: Overview
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    • 6.16.5: Change Management and Managing Resistance
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    • 6.16.1: Designing a Training Program
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    • 6.16.2: Developing Training Materials and Documentation
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    • 6.16.3: Super-User Training and Train-the-Trainer
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    • 6.16.4: End-User Training Execution
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  • Chapter 17: Go-Live Preparation (empty)
    5Lessons ·
    • 7.17.0: Overview
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    • 7.17.1: The Go-Live Readiness Assessment
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    • 7.17.2: Cutover Planning: Steps, Sequence, and Timing
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    • 7.17.3: Contingency and Rollback Planning
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    • 7.17.4: The Go-Live Communication Plan
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  • Chapter 18: Launch and Hypercare (empty)
    5Lessons ·
    • 7.18.0: Overview
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    • 7.18.1: Go-Live Day: Execution and Command Structure
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    • 7.18.2: Hypercare: Intensive Post-Launch Support
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    • 7.18.3: Monitoring System Performance and Business Operations
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    • 7.18.4: Stabilization: From Hypercare to Normal Operations
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  • Chapter 19: Closing the Project (empty)
    5Lessons ·
    • 8.19.0: Overview
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    • 8.19.1: Transitioning to Operations and the Support Model
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    • 8.19.2: Project Documentation and Knowledge Transfer
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    • 8.19.3: Post-Implementation Review and Lessons Learned
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    • 8.19.4: Continuous Improvement and the Path Forward
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