Francois Lothaire, a Business Advisor from Odoo, presented the Odoo Methodology and the approach to pitching Quickstart

1. The Odoo Methodology
François LOTHAIRE • Team Leader - Direct Sales
Pitching the Quickstart Approach
EXPERIENCE
2018

2. The journey of a Business Advisor1
Golden Rules of the Quickstart Methodology
Conclusion
2
3
Q&A4

3. The journey of a
Business Advisor1

4. Qualification
Demonstra
tion
Proposition Negotiation
If client selects Odoo, choice to implement with the help of an
Odoo consultant or to start on its own.
The journey of an Odoo Business Advisor

5. Golden Rules of the
Quickstart
Methodology
2

6. ● Train the trainer approach
Rule #1
Select the Single Point of Contact (SPoC)
● The Odoo Consultant ensures the project implementation
from A to Z
● One and only decision maker
on the client side
● Meetings optimization

7. Rule #2
Define the project Scope
● A clear definition of the initial project scope
● Phasing the project
● Adopting standard features as priority

8. Rule #3
Manage Expectations
● Focus on the project success,
not on the ideal solution
● Align with the project approach
● Specifications are always explicit

9. Rule #4
Ensure an Effective Communication
● Sharing the project management
documentation
● Report essential information
○ Meeting minutes limited to
decisions and validations
○ Project status only when
important milestone reached
○ Training sessions organized

10. ● Develop only for a good reason
● Replace, do not replicate (Adaptation)
Rule #5
Minimize the Customizations

11. Rule #6
Test and Validate the solution
● Role distribution
● Change management

12. Rule #7
Import the Right Data at the Right Time
● Do not import anything
● Import a limited amount of data
before going into production
● Import after production launch

13. Conclusion4

14. ● Push the customer to stay as standard as possible
● Do not overpromise
● Be aligned with the customer during the whole
implementation
Conclusion

15. — Larry Page, co-founder of Google
“Always deliver more than
expected.”

16. Thank you.
#odooexperience
2018
EXPERIENCE
2018