Improve
You don't need another introduction to ERP. You need to know why a workflow is difficult, which changes are worth making and how to avoid breaking what works. Start with your current Odoo system and the outcome you want.
Step 1 of 3
A working implementation depends on how Odoo's apps are configured, extended and used. TRC reviews your current setup before recommending a new one.
We record your Odoo version, Community or Enterprise edition, hosting, installed apps and custom modules, plus integrations and the people responsible for them. Then the actual problem: duplicate entry, unreliable reporting, a slow operation, a failed connection, an upgrade blocker or a process users avoid.
Some problems need configuration changes. Others involve code, data, integration design or training. Replacing custom work before understanding why it exists can remove a requirement the business still needs; preserving every customization can make the next upgrade unnecessarily hard.
We reproduce the problem in a safe test environment with representative data, agree the desired behavior and decide whether the answer is a standard feature, configuration, a process change or development. The change is tested through related transactions and reports, then released with user guidance and a recovery route.
We prepare an upgraded test database, make custom modules compatible, test integrations and business processes, rehearse the change and only then plan production. A successful database conversion alone doesn't show the business can use the new version.
Your apps, custom modules, integrations and specialist systems may stay. We record what each does, who maintains it and whether the requirement is still current, and test the business effect before replacing a customization with standard functionality.
Odoo Online, Odoo.sh and on-premise setups are not interchangeable, and a Community system follows a different route from Enterprise. Upgrade plans account for hosting constraints and third-party modules.
You get a clear technical assessment, a tested improvement and an explicit division of support responsibilities across your team, TRC, Odoo, module suppliers and integration providers. Access, backups, incident routing and ownership are agreed before any handover, and response commitments are set out in an agreed support arrangement.
That's the starting point. Tell us what works and what doesn't; we review the current setup before proposing change.
We record the edition explicitly and assess the upgrade and support route for that edition and hosting setup.
That can't be promised without review. They need compatibility work and tests against an upgraded database and the workflows they support.
We look at access, ownership, existing agreements and technical responsibilities first, so the handover has a clear scope.
Version, edition, hosting, important custom modules and integrations, and one example of the problem. Please don't send passwords or production data.
Tell Brad about your business, and we'll start from what you've just read.