Odoo Readiness Assessment - Magento | Odoo | Akeneo | IT Consulting Services

Odoo Readiness Assessment Form

1 How are you managing your core business operations today?

Primarily spreadsheets and manual processes

Entry-level accounting or operations software (QuickBooks, Zoho, etc.)

An older or legacy ERP that no longer meets our needs

An existing Odoo implementation that needs improvement or upgrading

A mix of disconnected tools with no central system

2 How many people actively use your business management systems on a daily basis?

1–10 users

11–25 users

26–50 users

51–100 users

More than 100 users

3 Are your current business processes well documented?

Not documented — processes exist in people's heads

Partially documented — some processes are written down

Mostly documented — processes exist but are not always reflected in our systems

Fully documented — our processes are consistent and enforced

4 How would you describe the quality of your current business data?

Poor — data is incomplete, duplicated, and spread across multiple sources

Fair — data exists but has quality issues that we know need addressing

Good — data is reasonably clean but not fully centralized or consistent

Excellent — data is clean, centralized, and consistently maintained

5 Which external systems will need to connect with Odoo as part of your implementation?

E-commerce platform

Payment gateways

Logistics and shipping providers

Third-party marketplaces (Amazon, eBay, etc.)

Industry-specific tools or machinery

None — Odoo will be our standalone system

We are not sure yet

6 When are you looking to have Odoo live and operational?

Within the next 1–3 months — we need to move quickly

Within the next 3–6 months — we have a defined timeline

Within the next 6–12 months — we are planning ahead

No fixed timeline yet — we are still in evaluation mode

7 How clearly defined is your budget for this Odoo implementation or upgrade?

Not defined — we are still trying to understand what it should cost

Broadly defined — we have a rough range

Clearly defined — we have an approved budget

Flexible — the right solution matters more than hitting a specific number

8 How would you describe your internal team's ability to support an Odoo implementation?

Limited — we have no internal technical resource

Moderate — we have some internal capability

Strong — we have a capable internal team

Very strong — we have Odoo-experienced staff

9 What is the primary reason you are considering Odoo right now?

Our current systems can no longer support our growth

We are spending too much time on manual processes and data reconciliation

We want to consolidate multiple disconnected systems into one

We are on an older Odoo version and need to upgrade before it affects our support costs

10 Who will be involved in making the final decision to proceed with Odoo?

I am the sole decision-maker

Myself and one other senior stakeholder

A small leadership or management team

A broader group including IT, finance, and operations

Full Name

Company Name

Phone

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