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Odoo Implementation Checklist

A practical phase-by-phase checklist for planning and executing your Odoo deployment — built for Atlantic Canadian trades and retail businesses getting ready to make the switch. Free to use.

Checklist and clipboard on a desk

Phase 1: Discovery and Planning

  • Document all current systems and integrations
  • Define business goals for the implementation
  • Identify key stakeholders and decision-makers
  • Map existing workflows to Odoo modules
  • Select internal project champion
  • Define go-live date and project timeline

Phase 2: Configuration

  • Set up company, users, and permissions
  • Configure chart of accounts and fiscal settings
  • Install and configure required modules
  • Customize workflows to match business processes
  • Complete user acceptance testing (UAT)

Phase 3: Data Migration

  • Audit and clean existing data before migration
  • Map data fields from old system to Odoo
  • Run test migration and validate output
  • Confirm historical data accuracy
  • Run final migration and lock source system

Phase 4: Training

  • Deliver role-based training to all users
  • Create quick-reference guides for common tasks
  • Train internal champions to support peers
  • Conduct end-user sign-off before go-live

Phase 5: Go-Live and Post-Launch

  • Confirm all integrations are live and tested
  • Monitor system performance in first 48 hours
  • Hold daily check-ins with users in week one
  • Address issues and edge cases as they surface
  • Schedule 30-day post-launch review
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