Patterns from 35 years

Upgrading the core isn't modernizing

A group with over $1B in turnover spent around 18 months and a multi-million budget moving its legacy finance system to the vendor's successor product. When it finished, the processes were the same, on a new platform. The upgrade did its job; modernizing the divisions is the next step.

That is common. An upgrade is a once-in-a-decade moment to change how the business runs. Decide the operating improvements first: what finance should close faster, what the divisions should stop re-keying, what the board should see sooner. Then decide the technology.

How Odoo with TRC approaches it: standard processes first, the report written before anything is built, and each benefit named and owned by someone in the business.

A composite drawn from TRC's experience.

Related

Sound familiar? Tell Brad about your business, and we'll start from what you've just read.