Takeover and Migration Analysis for an Odoo Client
A months-long deep-dive analysis was conducted for a Luxembourg-based client operating multiple companies and collaborating with numerous contractors & clients.
Client Profile
Industry: Car assistance, non-profit
Country: Luxembourg
Business Scope: Membership management, accounting & Physical Point of Sale
Main Points
200K+ Members
1M+ accounting entries
Many integrations
Challenges
The overall challenge was to intervene in a complex situation, with a solution already live and well integrated and a complicated relationship with the existing partner while managing expectations and drafting a course of action.
Scalability & Performance
Ensuring Odoo could handle a massive volume of transactions without bottlenecks.
Code Quality & Integrations
Reviewing extensive custom developments and third-party integrations for optimization.
Smooth Takeover
Managing the transition from a previous Odoo partner while maintaining business continuity.
Analysis & Findings
Code Audit & Performance Review
The existing Odoo implementation was reviewed for code quality, security, and performance bottlenecks. Custom modules were analyzed to identify technical debt, redundant logic, and potential risks that could impact stability during migration.
High-Volume Transaction Processing
With over 200K+ customers and invoices, the system needed to handle high transaction volumes efficiently. Performance testing revealed key areas where optimization was necessary, particularly in database queries, automated workflows, and server load balancing.
Third-Party Integrations
The company relied on multiple third-party software connections (e.g., payment gateways, logistics platforms, CRM tools). Each integration was assessed for compatibility with newer Odoo versions and potential failure points that could disrupt operations.
Operational Gaps & Workflow Efficiency
A deep dive into the business processes uncovered inefficiencies in order processing, invoicing automation, and reporting workflows. Several manual processes were identified that could be automated to enhance accuracy and free up resources.
Risk Management for Migration
Migrating to a newer Odoo version while ensuring business continuity was a critical concern. The analysis outlined potential risks, including data loss, compatibility issues, and system downtime, with strategies to mitigate disruptions during the transition.
✽ What Was Delivered
Deliverables
Fixed Price Migration Proposal
Thanks to the in-depth analysis that was conducted on both the business processes and the software architecture, it was possible to present the client with a fixed price proposal to offer budget predictability.
Backlog of Improvements
Besides the migration, we also listed potential improvements that could be scheduled either during the migration process or in a later stage.
Phased Takeover Strategy
As business continuity is key, we designed in collaboration with the client and the then-partner a phased takeover ensuring that there was no overlap nor missing gap of responsability.
