5. Standard for success.
Development is your plan Z because this results to...
● (huge) delays;
● an important technical debt;
● a higher complexity.
In short, it increases significantly the risk of project failure
6. Don’t be driven by
satisfaction.
This is not a useful KPI during a project
● It decreases naturally until the
Go Live
● Dissatisfaction differs from the
CEO to the new comer
● Disagreement is healthy for the
project
● Helps in identifying a lack of
communication
7. Focus on project success.
Be patient and competitive...
● Focus on project velocity & success
○ Huge competitive advantage
○ Postpone the non-mandatory features to a later phase
● Prove yourself before upselling
○ Launch in production first
○ Upsell is 7 times easier than acquizition
12. You are RESPONSIBLE
⇢ To responsibilize your customer
⇢ Customer: What & Why
⇢ Odoo: How
⇢ Demand to be convinced
You’re not there to say Yes
Keep things SIMPLE
⇢ Less of everything, move faster
(paperwork, people, meetings)
⇢ The most standard possible
⇢ Work on remote
Train the Odoo EXPERTS
⇢ Train the SPoC (& Key Users)
⇢ Build trust and confidence in the
product
⇢ Keep an eye on change management
⇢ Make sure that the end-users will be
trained
Bet on the best TALENTS
⇢ A strong mindset is the key
⇢ Product & Business experts
⇢ Retain the top performers
Common sense
prevails!
What matters is mindset.
17. A bunch of
Efficient and Smart People
Business Advisor
⇢ Advanced Qualification
⇢ Project Follow-up
Skills
⇢ Strong mindset
⇢ Product
⇢ Business
⇢ Methodology
18. Project Leader
Project Manager
⇢ Make decisions
⇢ Project on track (plan)
⇢ Coach the SPoC
Business Analyst
⇢ How?
⇢ Challenge requirements
⇢ Configure & Import
⇢ Write specifications
Skills
⇢ Strong mindset
⇢ Product
⇢ Business
⇢ Methodology
Business Advisor
(Sales)
A bunch of
Efficient and Smart People
19. Business Advisor
(Sales)
App Expert
⇢ Peer Review
⇢ Punctual intervention on
projects
Skills
⇢ Strong mindset
⇢ Spec. Product Expertise
⇢ Spec. Business Expertise
⇢ Methodology
Project Leader
(PM & BA)
A bunch of
Efficient and Smart People
New!
20. Business Advisor
(Sales)
Project
Leader (PM)
Project Director
⇢ Steering Committee
⇢ Project Monitoring
⇢ Challenge the PL
Skills
⇢ Politics
⇢ Strong mindset
⇢ Product
⇢ Business
⇢ Methodology
Apps Expert (BA)
A bunch of
Efficient and Smart People
21. Business Advisor
(Sales)
Project Leader
(PM & BA)
Project
Director (PM)
Developer
⇢ Challenge specifications
⇢ Develop
Skills
⇢ Strong mindset
⇢ Coding (python, JS, xml, etc.)
⇢ Product
⇢ Methodology
Apps Expert (BA)
A bunch of
Efficient and Smart People
22. Business Advisor
(Sales)
Project Leader
(PM & BA)
Project
Director (PM)
Developper
SPoC
Project Manager
⇢ Project Follow-up
⇢ Project consistency
⇢ Manage the change
Business Analyst
⇢ What? & Why?
⇢ Internal Odoo Expert
⇢ Validate the solution
⇢ Train the end users
Characteristics
⇢ Available
⇢ Legitimate
⇢ Authority
Apps Expert (BA)
Odoo Project
Stakeholders
A bunch of
Efficient and Smart People
23. Business Advisor
(Sales)
Project Leader
(PM & BA)
Project
Director (PM)
Developper
SPoC
(PM & BA)
Key Users
⇢ Support the SPoC
⇢ Manage the change
⇢ What? & Why?
⇢ End users training
Skills
⇢ Spec. Business Expertise
⇢ Available
⇢ Legitimate
Apps Expert (BA)
Odoo Project
Stakeholders
A bunch of
Efficient and Smart People
24. Business Advisor
(Sales)
Project Leader
(PM & BA)
Project
Director (PM)
Developper
SPoC
(PM & BA)
Key Users
(BA)
Apps Expert (BA)
Odoo Project
Team
A bunch of
Efficient and Smart People
25. Business Advisor
(Sales)
Project Leader
(PM & BA)
Project
Director (PM)
Developper
SPoC
(PM & BA)
Key Users
(BA)
Sponsor(s)
⇢ Decision maker(s)
⇢ Project control
⇢ Project support
Skills
⇢ Authority
Apps Expert (BA)
Odoo Project
Team
A bunch of
Efficient and Smart People
26. Business Advisor
(Sales)
Project Leader
(PM & BA)
Apps Expert (BA)
Project Director
(PM)
Developper
SPoC
(PM & BA)
Key Users
(BA)
Sponsor(s)
End Users
Odoo Project
Team
Customer
A bunch of
Efficient and Smart People
29. GAP Analysis.
Convince before starting the project
● Purpose
○ Complete project analysis
○ Challenge the requirements
○ Validate the project feasibility
● Output
○ Reviewed project requirements
○ Project planning & Budget
Project Initiation
Pre-sales
30. Interviews Analysis Presentation
GAP Analysis.
Hints
● Reassure the customer
● Observe how their currently
work
● Replace, don’t replicate
● Don’t give the choice
○ One option
○ Define the Must Have’s
● Peer-review
○ App Expert
○ Developer
● Sort developments
○ Necessary (1st phase)
○ Optimization (2nd deployment)
● Scope highlights
● Planning & Budget
● Risks & Opportunities
● Specific demo to reassure
Project Initiation
Pre-sales
31. Kick-off.
Align the visions for a project success!
● Purpose
○ Methodology onboarding (approach & mindset)
○ Project GAP Analysis*
○ Project planning & phasing
○ SPoC Responsibilities clarification
○ SPoC learning process
The Kick-off is a phase, not a meeting
Project Initiation
34. Implementation cycles.
Hints
● Cycles in phase: Serie of quick wins to constantly moving
forward
● Keep challenging your customer - Demand to be convinced
● During training: Let the SPoC drive the mouse
● Meet on-site if required
36. Implementation Cycle.
Data Import
● Who:
○ SPoC (& Key Users)
○ Project Leader (& Developer)
● Master Data vs. History
● Never delay the Go Live because of poor data quality
37. Implementation Cycle.
Specific Development
● Who:
○ Project Leader (spec & scenarios)
○ SPoC (validate)
○ Developer
● Never too late to challenge
● Testing:
○ Project Leader (Unit & E2E)
○ SPoC (E2E)
○ Developer (automated)
● Developer bug fixes
38. Validation & Training.
At the end of each phase
● Green light given by the SPoC
● User guides are written throughout the phase by the SPoC
& Key Users
○ Ensure exhaustive testing
○ Know better processes & Terminology
● End-users’ training
39. Go Live.
Anticipation is the key
● Can fail because
○ The solution has not been fully tested
○ The end-users have not been well trained
40. Go Live.
Hints
● The best training means practice
● Cross check testing
● React quickly
● Don’t push back Go Live
● Go on-site on the first day
● Check if they’re really live after a few days
43. Project Team
Lawyer’s office.
Project Team
Business Advisor
(Sales)
Project Leader
(PM & BA)
SPoC
(PM & BA)
End Users
Apps Expert (BA) Developper
Sponsor(s)
44. Lawyer’s office.
Project plan
Phase I
● Sales
● Invoicing
● Contacts (import)
Phase II
● Project
● Timesheet
Go Live!
Project
Qualification
Kick-off
↺
Configuration ↺Im
port
Set in production
End users training
&
Final validation
Testing
&
Validation
45. Lawyer’s office.
Project plan
● Project duration: a few weeks
● #Specific accepted: 0%
● #Specific 2nd deployment: 0%
● #Specific dropped: 100%
● Team training: 100% standard
● User guides: None
● End users training: SPoC
● Change Management: SPoC
47. Consulting company.
Project Team
Business Advisor
(Sales)
Project Leader
(PM & BA)
SPoC
(PM & BA)
End UsersApps Expert (BA)
Developper
Sponsor(s)
Key User 1
(BA)
Key User 2
(BA)
Project Director
(PM)
48. Project Team
Consulting company.
Project Team Steering Committee
Business Advisor
(Sales)
Project Leader
(PM & BA)
SPoC
(PM & BA)
End UsersApps Expert (BA)
Developper
Sponsor(s)
Key User 1
(BA)
Key User 2
(BA)
Project Director
(PM)
49. Consulting company.
Project Team
Business Advisor
(Sales)
Project Leader
(PM & BA)
SPoC
(PM & BA)
End UsersApps Expert (BA)
Developper
Sponsor(s)
Key User 1
(BA)
Key User 2
(BA)
Project Director
(PM)
Delivery
50. Consulting company.
Project Plan Phase I
● Sales
● Invoicing
● Project
● Timesheet
● Contacts
(import)
● Development
Phase II
● Development
2nd deployment
Go Live!
Project
Qualification
GAP
Analysis
↺
Configuration ↺Im
port
Set in production
End users training
&
Final validation
Testing
&
Validation
Second
deployment
-------------------------
-------------------------
-------------------------
↺
Developm
ent
51. Consulting company.
Project Plan
● Project duration: a few months
● #Specific accepted in Phase I: 50%
○ Removed in Phase II: 5%
● #Specific 2nd deployment: 20%
○ Actually delivered: 10%
● #Specific dropped: 30%
● Team training: Standard & Specific
● User guides: Key users
● End users training: SPoC & Key users
● Change Management: SPoC
54. 1 point
● Have a project on time & on
budget
● Receive a gift from a satisfied
customer
● Deploy min. 4 apps, in 2
weeks per app
● Deliver a project at 80% of
initial budget
● Deploy a 25 users company
alone
2 points
● Pass Odoo certification with
70%+
● Go-Live with 70% of the initial
budget
● Success in 3 different
industries
● Migration from a traditional
ERP in 2 months
● Have 3 projects in a row on
budget
3 points
● Implement 500 users in
production
● Save a customer from
bankruptcy
● Have 10 projects on budget
● Did a migration of traditional
ERP in 4 weeks
Measure your progress.