Technical specification for deploying ERP Odoo

Client:
Psychology professor Olga Smirnova https://olgasmirnova.com/

Issue:
The company chose ERP Odoo to automate the company's business processes. Previously, the company only used CRM. There is no expertise within the business in automating business processes. And from the contractors' side, only technical specialists are available; the company does not provide a service for systematizing business processes for automation, only deploying necessary modules.

Solution:
1. Created the top-level architecture of ERP modules and necessary synchronizations with external services and platforms.
2. Interviews were conducted with process owners:
- Accounting and managerial accounting
- Sales
- Promotion
- Analytics
- SMM
- Educational process (training product)
- Subscription club
- Rental business
- Business administration
3. Using the standard functionality of Odoo (to avoid paying for custom programming), a technical specification was prepared:
- Directories were compiled (employees, products, prices, accounts, and so on)
- Entities were described (product card, employee, lead/client, and so on)
- Processes were described (standard processes - task blocks to events and automation processes)
- For each item, links to Odoo's work description in this direction from open sources were attached
- Questions to developers were formulated for each item regarding the specifics of Odoo's operation in various business aspects

Outcome:
The client has:
- Technical specification for deploying ERP Odoo - filling directories and entities, process description - within the standard functionality (without additional programming costs)
- Links to descriptions and explanations of how the program works
- Materials for discussion with developers - specific questions
- A document that helps developers understand the scope of work