Odoo Migration Made Easy: A Step-by-Step Guide with Aktiv

We all know the repercussions of relying on an outdated, legacy system Vs. a cloud-based ERP System to manage business data. If you rely on legacy systems, you may miss out on the benefits of a next-gen, cloud-native ERP system like Odoo. Considering an Odoo migration process can provide significant advantages, ensuring your business leverages the latest technology and features.

Alternately, if you are a current Odoo User but use its older versions, then you may know that as per their updated policies, Odoo will only provide support to Odoo 14 & above.

Moreover, an older version becomes slow and ineffective over time. To unlock higher performance, interactive UI, enhanced security, knowledge app, improved accounting functionalities, etc., you must consider newer versions like Odoo 16, which is more cost-efficient and feature-rich than its older counterparts.

Must Read: Reasons to Migrate to Odoo 16!

Migrating your ERP system to Odoo can provide greater flexibility, improved customer service, and a more modern, user-friendly platform. While the cost of migration and data cleanup may seem daunting, it’s important to remember that the benefits of a new system can outweigh the upfront costs in the long run.

And hence it’s important to work with a trusted partner who can guide you through the process and ensure a seamless transition. We are an official Odoo Partner, and here is the step-by-step process of Aktiv’s Odoo Migration.

Aktiv’s Odoo Migration Process

System Audit and Assessment

Firstly, we assess your current environment and ERP/Legacy System. Then we see how much data you would need in the newer version; check with your team to see if there are any module or studio customizations you’d like to go with etc.

Migration Estimation

Accurate estimation ensures that the migration project is completed on time, within budget, and with the desired level of quality. This involves identifying the modules, functionalities, and data that need to be migrated to the new Odoo version.

We assess custom modules, reports, and workflows that need to be migrated, and we check their availability in the newer versions of the Odoo apps.

Pre Migration Checklist

Then we work according to a Pre-migration checklist suited to your business wherein we make a list of all the modules, customizations, and third-party integrations you have and ensure you have a backup.

A compatibility check is what comes up next. Then we create a test environment & Mock Migration to ensure everything is working as expected.

Later, we recommend you notify your users about the migration process and downtime that may occur. This is followed by quality assurance and modification based on feedback.

System Configuration

We check the configurations of the OS, Servers, DBMS, users and their access rights, Company Property, Report Layout, Mail Templates etc., to make sure it’s compatible with the new version of Odoo.

We check your existing add-ons, customizations & Integrations to make sure they’re compatible and if you may need to update or modify these to work with the new version of Odoo.

By checking these system configurations before the migration, you can avoid potential issues and ensure a smoother migration process.

Migration Implementation

After having decided on the type of migration- Open Upgrade or Manual Script and having run the mockup migration, the step that comes up next is the Final Migration.

With the client feedback and amendments made as per the mockup release feedback, we schedule a final date and time to Go Live, alongside real-time testing in the production database along with a complete QA.

Suggested: If you feel the need, you can check out our extensive Odoo Migration Services.

Why choose Aktiv for Odoo Migration?

Official Odoo Partner

Aktiv Software has years of experience offering Odoo services to businesses of all sizes and industries. Out of the many projects we have done, 50+ were Migration Projects. Our team of experts is highly skilled in all aspects of Odoo migration, including Data Migration, Module Migration, Legacy systems/Applications Migration, and Odoo Upgradation.

Security and Data Privacy

At Aktiv Software, we take data security and privacy very seriously. We follow industry-standard security practices and protocols to ensure that your data is safe and secure during the migration process. We also ensure that your data is not compromised during the migration and provide regular backups to prevent any data loss.

Cost-Effective Solutions

At Aktiv Software, we understand that cost is an essential factor for businesses, especially for small and medium-sized. That’s why we offer cost-effective Odoo Migration solutions that can fit within your budget. We offer flexible pricing plans based on your specific needs and requirements.

Minimal downtime and timely Migration

We understand that downtime can be costly for businesses. That’s why we strive to complete the migration process in a timely and efficient manner.

Our team works closely with your business to understand your specific needs and requirements and creates a migration plan that minimizes downtime. Notifying users about the migration process and downtime prior ensures a smoother and worry-free transition.

Choosing Aktiv Software for your Odoo Migration would ensure that the process will be handled with the utmost care and attention to detail and backed by the expertise of our seasoned Odoo professionals.

Get in touch with us if you want to Migrate to Odoo 17.

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