Define your must-haves vs nice-to-haves
The fastest way to blow budget is trying to do everything at once.
Clean your data before migration
Duplicate customers, products, and inconsistent SKUs will cause issues later.
Decide what you’ll standardize vs customize
Most businesses can use standard Odoo flows with light customization (reports, CRM fields, layouts).
Plan the rollout in phases
Example: Phase 1 (CRM + Sales), Phase 2 (Invoicing + Accounting), Phase 3 (Inventory + Purchasing).
Confirm your integration needs early
Payment gateways, shipping tools, accounting workflows, and third-party apps can change the approach.