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Odoo with X1GO · Next steps

Here's what happens next.

You've talked to us about running your business on Odoo. This page sets out every step from the first call to go-live, what we need from you at each stage, and what you'll have at the end of it.

Book your discovery call See the steps
Team mapping a process flowchart on a whiteboard in a site office overlooking an equipment yard
  1. Step 1Discovery call
  2. Step 2Process mapping
  3. Step 3Proposal and plan
  4. Step 4Build and migrate
  5. Step 5Train and go live
The process

Five steps from first call to go-live

Nothing gets built until you've approved a written scope. Each step ends with something concrete you can keep, even if you decide not to go ahead.

  1. Discovery call

    What happens

    A video call about how your business runs today: what you sell, hire, service or build, and where your current system gets in the way.

    What you get

    A straight answer on whether Odoo fits, and which Odoo apps you'd need.

  2. Process mapping

    What happens

    We walk through your key workflows with the people who run them: quoting, stock, jobs, invoicing and payroll.

    What you get

    A written map of your processes, and the Odoo app that covers each one.

  3. Proposal and plan

    What happens

    We scope the work: apps, integrations with your other systems, the data to move across, and training.

    What you get

    A written scope, timeline and quote to approve before any build starts.

  4. Build and migrate

    What happens

    We set up Odoo, connect your other systems and move your data across, with test runs on your real records.

    What you get

    A working system to test with your own data before anything goes live.

  5. Train and go live

    What happens

    Each team is trained on the tasks they actually do. Then we switch over, with support on hand.

    What you get

    A live system, a trained team and a direct line to support.

Before your first call

What to have ready

None of this is required, but each item makes the discovery call more useful.

  • A list of the systems you use today: accounting, inventory, CRM and any spreadsheets
  • Roughly how many people will use the system, and in which teams
  • Your top three frustrations with how things work now
  • Any deadlines, such as a financial year-end or a software contract ending
  • A sample quote, invoice and job sheet