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Showing posts with label Opensource Odoo ERP Migration. Show all posts
Showing posts with label Opensource Odoo ERP Migration. Show all posts

Wednesday, January 05, 2022

5 Key Phases of an ERP Implementation Process

5 Key Phases of an ERP Implementation Process

It’s the ERP system that acts as a binding force between several departments and operations in an organization. It allows users to access various company data under a single roof.


However, no great thing can ever be achieved without a little effort. In order to enjoy the complete benefits of an efficient Enterprise Resource Planning application, you need to implement it appropriately.


New to ERP implementation or ERP data migration? Here’s an overview!

What is ERP Implementation?

A complete ERP implementation process involves proper planning, configuring, customizing, and deploying an ERP platform. The implementation process ensures that the ERP system is able to manage multiple business functions with higher efficiency.


For example, you would want to integrate all your core operations, including human resources, financial management, customer profiles, sales, manufacturing, supplies, deliveries, and so on. To handle all of these manuals can be a hectic task, and it’s prone to human errors too! This is where the role of an effective  ERP implementation comes into play!

5 Phases of ERP Implementation

These are the five core steps or phases of an ERP system implementation.

  1. Planning and Identifying Risks

The first phase of implementing an ERP system includes project planning. However, before you even begin the planning session, you need to discover the potential issues or risks associated with your business.


During the planning stage, try to identify your specific needs and the working techniques of your company. Before the final decision-making and documentation of a plan, you need to address the problems that may be present in your current workflow.

  1. Design and Development

Then follows the designing phase that allows you to work on several configurations to get an idea of the final look of your system. The design stage also includes documenting some standard processes and defining your key roles.


After the problem-solving and brainstorming phases, the final task of development comes in, which requires an experienced development team. Make sure that your developer begins writing the code only after the potential problems, challenges, or threats have been identified or resolved.

  1. Deployment

Once the final project is ready, it’s time to implement the output. Your project team should be able to run a few tests for a couple of days to determine its performance and efficiency before going live.


It is also the responsibility of your project team to train your end-users before they finally start handling their day-to-day tasks using the new ERP system by abandoning the old one. You will also need to define specific roles to the desired users and set permissions to data accessibility and security accordingly.

  1. Configuration

Once the ERP installation is complete, your project management team should be able to configure your settings and the necessary options that you will need in your day-to-day operations. This is where a customized and configured ERP system becomes essential as opposed to shelf ERP systems. ERP customization is tailored to your particular business, thus removing any unwanted tools or features.

  1. ERP Data Migration

Finally, you need to migrate your ERP data from the old system without running the risk of data losses. The ERP migration phase must be done by an experienced hand as it involves the transfer of all your vital data, such as financial, transactional, customer profiles, human resources, salaries, manufacturing, sales, and so on.


After transferring all your data from the old system to the new, make sure to define user roles, configure security settings, and grant permissions accordingly to prevent data misuse or accidental losses.


Thursday, December 16, 2021

Which is better Odoo Vs SugarCRM?

Which is Better Odoo V/s Sugar CRM?

A firm, whether large, small, or medium, requires a flawless CRM system to address all customer-related challenges that its sales force faces. Odoo and SugarCRM are two of the most popular CRM platforms on the market. Odoo is open source software, but Sugar CRM employs proprietary coding.

Why is Odoo better than SugarCRM?


Odoo is an open source software that comes in both community and commercial editions. SugarCRM, on the other hand, now only has commercial editions. When it comes to cost, Odoo is a better option than SugarCRM. Odoo also provides easy connection with third-party apps and Odoo apps. Sugar CRM's customization and integration capabilities are limited due to the lack of an open source version. Odoo has an advantage over SugarCRM in terms of sales, subscriptions, real-time chat, invoicing, and other capabilities.

Because marketing is all about lead generation and nurturing, Odoo outperforms SugarCRM with its lead nurturing tools like as events, surveys, and blogs. Examine the various characteristics of CRM solutions on the market before deciding on the best CRM for your company. A full feature and efficiency comparison of Odoo and SugarCRM is provided below to help you decide.


SugarCRM


Sugar CRM, a web-based CRM solution, started out with solely open-source support, hence the Community version was the highlight of Sugar CRM in its early days. However, after the release of Version 7, they ceased upgrading community editions. Sugar CRM is currently available in two different editions: Enterprise and Professional.

Sugar Enterprise is aimed towards customers who prefer an on-premise installation. Sugar Enterprise is appropriate for large organizations because of its flexibility in modification and control over the technology stack. Sugar Professional, on the other hand, is a CRM solution for small businesses that includes upgrade opportunities. For this comparison, we're utilizing SugarCRM's Enterprise edition.

Odoo Enterprise


Odoo, an open source business management software, is available in two versions: Odoo Community and Odoo Enterprise. Odoo improves and upgrades both the community and enterprise editions at the same time. Odoo transfers several functionalities from Odoo Enterprise to Odoo Community with each version release.

Odoo Enterprise Edition comes in three different flavors: Odoo Sh, Odoo Online, and Odoo On Premise. Odoo Sh. is a cloud-based platform aimed at consumers. It is tailored to the requirements of small businesses.

CRM features

Odoo
Enterprise
Sugar CRM
Leads Management
Leads Managementcheckcheck
Leads Scoringcheckcheck
Deduplicationcheckcheck
Sales Quotationschecktimes
Leads Acquisition
Emails Integrationcheckcheck
Contact Formscheckcheck
Website Call-To-Actionchecktimes
Mass Importcheckcheck
Sales Pipeline
Manage opportunitiescheckcheck
Pipeline Managemenchecktimes
Filter Pipeline by Expected/ Closing Datestimescheck
Log Callscheckcheck
Pre scripted/Automated Next Actionschecktimes
Relationship management
Companiescheckcheck
Contactscheckcheck
Photos in contactchecktimes
Multiple Contacts per Companycheckcheck
Multiple Companies per Contactchecktimes

Sales

Odoo
Enterprise
Sugar CRM
Quotations
Quotationscheckcheck
Pricelistschecktimes
Quotation Templatescheckcheck
eSignaturechecktimes
Online Paymentchecktimes
Multiple unit of measurechecktimes
Sales Order
Sales Orderscheckcheck
Invoicingchecktimes
Customer Portalchecktimes
Shipping method Integration (Cost+Tracking)checkcheck
Subscription managementchecktimes

Marketing

Odoo
Enterprise
Sugar CRM
Leads Generation
Mass Mailingcheckcheck
Webs to Lead Capturecheckcheck
Lead Trackingchecktimes
Leads Nurturing
Eventschecktimes
Surveyschecktimes
blogschecktimes

Reporting

Odoo
Enterprise
Sugar CRM
Reportscheckcheck
Activity Analysischeckcheck
Pipeline Analysischeckcheck
Sales Analysischeckcheck
Invoice Analysischecktimes
Sales Forecastscheckcheck
Commissionscheckcheck
Recurring Businesschecktimes
Report Engine
Dynamic Graphscheckcheck
Dynamic Pivot Tablechecktimes
Customizable Dashboardcheckcheck

Productivity & usability

Odoo
Enterprise
Sugar CRM
Productivity
VOIP Integrationcheckcheck
Calendar Integrationcheckcheck
Realtime Chatchecktimes
Ability to Add Fieldscheckcheck
Emails
Email Integrationcheckcheck
Email Templatescheckcheck

Usability

Odoo
Enterprise
Suga r CRM
Full Web Interfacecheckcheck
Mobile Appcheckcheck
Multi-languagecheckcheck
Android Offline Appecheckcheck
iPhone Offline Appechecktimes
Interfaces
APIcheckcheck
Apps Storecheckcheck
Ref Via Link : https://www.geminatecs.com/blog/odoo-vs-sugarcrm

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