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Takeover and Migration Analysis for an Odoo Client

By: Florian Vanhee

A months-long deep-dive analysis was conducted for a Luxembourg-based client operating multiple companies and collaborating with numerous contractors and clients.

Analysis takeover diagram

Figure: High-level analysis and takeover overview for the Odoo client.

Client Profile

Main Points

Challenges

Analysis & Findings

Code Audit & Performance Review

The existing Odoo implementation was reviewed for code quality, security, and performance bottlenecks. Custom modules were analyzed to identify technical debt, redundant logic, and potential risks that could impact stability during migration.

High‑Volume Transaction Processing

With over 200K+ customers and invoices, the system needed to handle high transaction volumes efficiently. Performance testing revealed key areas where optimization was necessary, particularly in database queries, automated workflows, and server load balancing.

Third‑Party Integrations

The company relied on multiple third‑party software connections (e.g., payment gateways, logistics platforms, CRM tools). Each integration was assessed for compatibility with newer Odoo versions and potential failure points that could disrupt operations.

Operational Gaps & Workflow Efficiency

A deep dive into business processes uncovered inefficiencies in order processing, invoicing automation, and reporting workflows. Several manual processes were identified that could be automated to enhance accuracy and free up resources.

Risk Management for Migration

Migrating to a newer Odoo version while ensuring business continuity was a critical concern. The analysis outlined potential risks, including data loss, compatibility issues, and system downtime, with strategies to mitigate disruptions during the transition.

Deliverables

  1. Fixed Price Migration Proposal

Thanks to the in‑depth analysis across business processes and software architecture, the client received a fixed‑price proposal for budget predictability.

  1. Backlog of Improvements

Beyond the migration path, a list of potential improvements was prepared to be scheduled during the migration or at a later stage.

  1. Phased Takeover Strategy

Business continuity being key, a phased takeover was designed in collaboration with the client and the then‑partner to ensure no overlap or responsibility gaps.


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