Platform inventory
Record the current Odoo version, edition where relevant, hosting model, database/filestore position and important environment dependencies.
A migration is more than a database conversion. Custom modules, integrations, reports, attachments, infrastructure and changed standard behavior all need to be understood before cutover.
Our multi-generation Hybrid ERP experience helps structure the assessment: inventory what exists, identify unsupported customizations, test the migration path, validate critical processes and plan rollback before production cutover.
An upgrade should reduce future risk rather than carry forward unnecessary technical debt.
Before quotation, bring the current Odoo version if applicable, hosting model, user count, custom modules, integrations, problem areas, upgrade expectations and the workflows management considers critical.
An Odoo migration is not only a database-version conversion. The real estate includes installed modules, custom code, data quality, integrations, automation, documents, reports and the business processes that depend on them.
Record the current Odoo version, edition where relevant, hosting model, database/filestore position and important environment dependencies.
Separate standard modules, third-party addons, published Hybrid/Novis applications and customer-specific code; identify obsolete or duplicate functionality before carrying it forward.
Map APIs, scheduled jobs, email, payment, identity, devices, external databases and file exchanges, including credentials and owners that must survive cutover.
Agree the balances, open items, stock positions, users, documents and other critical records that must reconcile before and after migration.
Test the workflows management relies on—approval, accounting, purchasing, warehouse, payroll or other accepted scope—not only whether the migrated database opens.
Define freeze timing, final synchronization, backup, validation responsibility, fallback decision and communication before changing production.
Show us the version, custom modules, integrations and the workflow that is giving you trouble. We will separate what Odoo can already do from what really needs engineering.