Understanding Roles in the Odoo Implementation Project

The success of the Odoo project hinges on the distinct roles of various users, each contributing to the project's overall goals. This page is dedicated to clarifying each team member's responsibilities, ensuring that everyone understands their specific contributions and limitations. By clearly defining these roles, we aim to optimize collaboration and achieve maximum results. Understanding these boundaries is crucial for efficient workflow and successful project outcomes.

1. We expect Customer to take a big part in risk assessment preparation with business analyst and project manager, to maximise the coverage of possible risks from both sides and define risk mitigation strategies.
2. Customer should be ready to gather requirements from his organisation's end-users, and able to make decisions on prioritisation and changing inside processes.
3. Review and approve project plan.
4. Attend project requirement reviews.
5. Provide input in deployment plan execution.
6. Collaboration in resolving any possible blockers or issues during the project.
7. Develop an overall understanding of the complete project, user acceptance testing organisation and GoLive strategy.
   

1. Organizes UAT on his side before final roll out.
2. Organizes his employees for training sessions or Odoo learning.
3. Provides assistance in launching the project on Production.
4. Accepts and approves the project delivery documentation.
   

1. Initiates the project.
2. 1. Gathering the team;
   2. Familiarize the client with Project flow, stages and our process.
      

1. Risk assessment preparation with business analyst and customer, to maximize the coverage of possible risks from both sides and define risk mitigation strategies.

1. Holds a top communication on project status, presents the progress with the data prepared for report (by business analyst).
2. 1. Resolves conflicting situations with the customer on any level;
   2. Schedules meetings with customer.
3. Controls working hours, team resources and budgets with the client / gathers approvals on additional hours or people to involve.
4. Focuses on timeline, follows the estimates and reports all the changes in estimates to customer and the team if there are some sudden changes.
   

1. Analysing team performance:
2. 1. Evaluate how team members performed, including whether they met their goals along with timeliness and quality of work.
   2. Evaluates how qualitative was team’s collaboration in terms of communication of tasks, results and problem solving. 
3. Conducting post-implementation reviews.
4. Accounting for project:
5. 1. budget utilisation
   2. final hours calculations
   3. sending invoices to client
6. Documenting project closure.
7. 1. Make sure that all aspects of the project are completed with no loose ends remaining and providing reports to key stakeholders.
      

1. Initial Kick-off meeting.
2. Performs gap analysis:
3. 1. Analysis of processes and systems that are current on customer’s side
   2. Collecting information on stakeholders, preparing stakeholders matrix/list
   3. Offering possible solutions that may improve the processes
   4. Breaking down customer’s requirements into Odoo standard functionality and those requiring further development
   5. Prioritizing client’s requirements for first launch and further deployment
   6. Preparing appropriate demonstration on Odoo standard functionality or prepares a prototype on required solution.
4. Risk assessment preparation with BA and customer, to maximize the coverage of possible risks from both sides and define risk mitigation strategies.

1. Requirement gathering and processing.
2. Creates a space in ticketing/project management system or knowledge base system and holds on documentation on a project.
3. Makes meeting notes and stores them in project management system / knowledge base.
4. Makes data visualisation if needed.

1. Writing user stories and acceptance criteria.
2. Specifying and distributing tasks for developers.
3. Keeping tasks in project management tool in order for customers and developers.
4. Monitors the progress of development and implementation.
5. Collecting and combining data on progress, preparing for PM to present the progress.

1. Analysing project performance:
2. 1. Prepares the checklist for tasks and goals to compare the planned works and done works.
   2. Determine whether the project's goals were met and the initial problem solved using a prepared checklist.
3. Provides reporting for done tasks and completion of a project plan.

1. Preparing Demo database with appropriate initial configuration for demonstration for client.
2. Performs assessment on tasks that can be fulfilled with Odoo standard functions, when gap analysis is being performed.

1. Preparing Test environment configuration.
2. Preparation of import templates for customer to migrate data from existing system (Products, contacts etc).

1. Holds the lead in user training of customer’s employees.
2. Helps with setting up a proper configuration for customer’s Production environment.

1. Performs estimation of tasks demanding development in gap analysis.

1. Creates a testing environment for customer and development team.
2. Discussing and analysing the tasks, offering possible solutions from a technical perspective.
3. Performing initial testing on the local environment for all features developed.
4. Ensures that all initially tested development is uploaded to the customer's test environment for others to see, test and demonstrate.
5. Fill in the tasks in the ticketing system with a full description of what was done and how it can be tested.

1. Makes appropriate changes in developed features if needed once task is returned from testing.
2. Rolls out tested developed features to Production.