Our Approach
A solid foundation is essential for achieving goals, as it provides a reliable basis for all activities and decisions. Promoting transparency and openness improves collaboration and understanding within our team and company, which in turn can increase efficiency and make it easier to achieve your goals. With a clear concept and a shared vision, you are well on your way to successfully realizing your objectives.
Our Goal
Our top priority is to make our clients satisfied and happy. That’s why we place great importance on making our approach and pricing structure as transparent and understandable as possible. We are always committed to providing tailored solutions that meet your individual needs and requirements.
If you still have any questions or uncertainties, or if you have special requirements and additions, please do not hesitate to contact us. We are flexible and can adapt our services and pricing models accordingly to best meet your needs.
Thank you for your trust in our services. We look forward to supporting you in optimizing your business processes.
Our Methodology: Tailored Software Solutions Through a Structured Approach
Our approach is based on a carefully considered and structured methodology aimed at developing a software solution precisely tailored to the individual needs and requirements of your company.
To ensure clear and comprehensive documentation of requirements, we use a ticketing system. In this system, specific needs and requests are recorded in the form of tasks, known as tickets. These tickets are not only text-based but can also be supplemented with visual and auditory elements such as images and video recordings.
This multimedia approach enables us to gain a deep understanding of the complex requirements of your project. In this way, we can ensure that the final software solution is not only functional but also optimally aligned with the specific needs and processes of your business.
(Stage 1) Basic Configuration and System Check
In this phase, we carry out a basic configuration of the system. The goal is to identify any gaps or potential improvements that can be addressed in later phases.
Prod & Demo
"Prod" stands for production, and "Demo" for demonstration. In this phase, a working version of the software is provided in a production environment and presented. The aim is to collect feedback and clarify points that require customer-specific adjustments.
Basic Configuration
In this phase, the basic configuration of the software is carried out. This may include setting up databases, servers, and other technical components, as well as adjusting software settings to meet the specific needs of the project or organization. This base configuration is crucial for the smooth progression of the subsequent development and implementation phases.
The goal is to set up a base version of the software that allows us to analyze your company’s existing workflows in greater detail. By using a preconfigured system, we can efficiently determine which elements or functions are still missing or need to be optimized. This approach ensures that we can tailor the software solution precisely to the specific needs and requirements of your company.
(Stage 2) Needs Analysis
At the start of our collaboration, we conduct a comprehensive analysis of your company’s current situation. Here we place particular emphasis on understanding your individual needs and requirements for the new software. In the requirements gathering process, specific needs and requests are recorded. This is often the second step in a software project and serves as the basis for all subsequent phases. The collected information is documented in one or more tickets.
Based on the information received (points 1 & 2), we create one or several proposals indicating the approximate time and financial effort required. We also divide individual customizations into phases.
Decision Point: Transition to Final Stage or to Stage 3
After the basic configuration, we conduct a thorough review together with you. If the current configuration fully meets your requirements, we will proceed to the final stage to complete the implementation and make final adjustments.
However, if further customizations or optimizations are needed, we move on to Stage 3. There, we make the necessary changes to ensure that the software solution is perfectly tailored to your company’s specific needs and processes.
(Stage 3) Process Optimization and Implementation
In this crucial phase, we go beyond the basic configuration and focus on the specific requirements of your company. You will receive from us a rough estimate of the time and resources required for the customization and implementation of the individual processes. To ensure the flexibility and scalability of the system, we develop custom modules for these specific processes. This makes it easier for us to later update to newer versions of Odoo.
Process Analysis & Documentation
Before we begin the actual process adjustments, we conduct a thorough analysis of the processes to be optimized and document our findings. This ensures that the developed modules can be seamlessly integrated into your existing workflows.
Project Planning
In this phase, we plan the technical implementation of the individual processes and prepare everything for deployment.
Third-Party Modules
When working with third-party software, it is often difficult to predict exactly how much effort will be required. Therefore, we avoid making premature estimates that may later prove inaccurate. In such uncertain cases, it is often better to purchase existing standard modules or interfaces directly. For this reason, we are sometimes obliged to bill based on actual hours worked, without being able to provide reliable forecasts about the final total cost.
If we use third-party modules, we follow these steps:
Installation: We install the selected modules and ensure compatibility with the existing system.
Configuration: The modules are configured according to your specific requirements.
Programming & Bug Fixing: Any necessary adjustments and optimizations are carried out, and all detected errors are resolved.
Custom Development
If no third-party modules are used, we proceed directly to the following steps:
Programming: We develop the required functions and features to support the individual processes.
Testing: The developed modules are thoroughly tested to ensure they work flawlessly and meet the requirements.
Error Analysis & Resolution: Any errors that occur during testing are analyzed and fixed.
Consulting or Training
Finally, we provide comprehensive consulting or training to ensure that you and your team can fully utilize the potential of the new software solution.
Through this carefully planned and structured approach, we ensure that your software solution is not only functional but also perfectly tailored to the specific needs and processes of your company.
Final Stage
In this concluding phase, it is important to perform a final review of all system components and settings, as well as to complete the finishing tasks.
Users & Permissions: In this phase, we define user roles and access rights to ensure that each employee only has access to the areas of the software relevant to them.
Configuration of Technical Basics (e.g., Gmail): We integrate and configure external services such as Gmail to ensure smooth communication and interaction with the software.
PDF Document Layout Design: We design the layout for PDF documents generated by the software to ensure they look professional and include all necessary information.
Consulting: Finally, we provide comprehensive consulting to ensure the software solution is optimally integrated into your workflows and that you can fully leverage the potential of the new systems.
Optimization
While users work with the software, they often discover additional opportunities for improvement compared to the previous version. We can flexibly adapt the program to these new requirements and add further features.
Business Analysis
In this phase, the business requirements and goals are reviewed and summarized again. It is examined which additional problems or opportunities exist and how a software solution can help address them.
Process Optimization
Following the business analysis, process optimization takes place. Here, existing business processes are analyzed, and opportunities for improvement are identified. The goal is to increase efficiency, reduce costs, and improve the quality of services or products.
Programming
In the programming phase, the actual software is developed. Based on the requirements from the business analysis and the insights from process optimization, the code is written to implement the desired functions and features in Odoo.
Testing
After development comes the testing phase. The software is checked for errors and inconsistencies. This can be done through manual tests, automated tests, or both. The goal is to ensure that the software works flawlessly and meets all requirements.
Error Analysis & Resolution
If errors occur during testing, they are analyzed and corrected in this phase. This is an iterative process, repeated until the software meets the quality standards.
Consulting or Training
After the software is completed, it is often necessary to train the end users or the internal team. In this phase, training or consulting sessions are conducted to ensure that the software is used effectively and unleashes its full potential.
Task Handover and Acceptance
Demo Review
In the technical specification (ticket), a preliminary review of the results may be planned. In such cases, we provide the client with all necessary technical resources and inform them of the demo’s availability for review. The client has 5 business days to provide feedback and any requested changes for final acceptance of the task.
Task Acceptance
The client is expected to send acceptance or a justified rejection within 5 business days after receiving the task. If no feedback is received within this period, the task will be considered completed, and the invoice will be issued accordingly.
Completion of Task Processing
Once task processing is completed, we notify the client by email and request confirmation and acceptance of the completed work. Afterwards, the invoice for the service provided is sent.
Procedure in Case of Rejection
If the client rejects the task, we create a protocol together to document the disagreements. This document lists the deficiencies to be corrected and sets deadlines for their resolution. Where applicable, a reduction in the invoice amount is also agreed upon.
With this structured process, we aim to meet both the client’s expectations and our high-quality standards.
Error Management and Responsibilities
When using software such as Odoo, errors can occur. In such cases, you generally have two options: you can contact Odoo directly and wait for a fix, or you can commission us to correct the error. Please note, however, that updates can sometimes introduce new errors. If we handle the error correction, this service is usually completed more quickly, but it is billable.
Sometimes errors arise from system updates or changes in APIs. These types of errors are often unpredictable, and their correction is considered additional work, as they could not be accounted for in the original planning.
It may also happen that users unknowingly cause errors in the system. In such cases, we identify and fix the error and take measures to prevent similar issues in the future. This may involve adjustments to the system or training to ensure users know how to operate the system correctly.
If an error is caused by our work or source code and discovered within one month after release, we will correct it at our own expense. After this one-month period, however, corrections must be paid for.
Project Closure and Process Flexibility
Our top priority is to ensure maximum transparency and traceability in workflows. We understand that projects are dynamic and requirements may change during intermediate phases. That’s why we are flexible in our approach and can adapt the process when necessary.
Time and Budget Coordination
We give you the option to coordinate your time and budget framework with us. Would you like to give approval for certain tasks, or would you prefer to waive approval if the workload is under a certain number of hours, for example 8 hours? These details can be clarified in advance to ensure the project meets your expectations and framework.
Billing Model
For our services, we bill working time in 30-minute intervals. This provides you with a transparent and flexible billing structure, allowing you to pay only for the services actually used. With this structured yet flexible approach, we aim to ensure that the software solution is optimally tailored to your company’s needs and requirements. We look forward to implementing a successful project together with you.
Do you have any questions? Get in touch with us.
Your Odoo Consultant Max Neugebauer