msgid "This document summarizes **Odoo Online's services**, our Success Pack **implementation methodology**, and best practices to get started with our product."
msgid "*We recommend that new Odoo Online customers read this document before the kick-off call with our project manager. This way, we save time and don't have to use your hours from the success pack discussing the basics.*"
msgid "Do not wait for the kick-off meeting to begin playing with the software. The more exposure you have with Odoo, the more time you will save later during the implementation."
msgid "Once you purchase an Odoo Online subscription, you will receive instructions by email on how to activate or create your database. From this email, you can activate your existing Odoo database or create a new one from scratch."
msgid "If you did not receive this email, e.g. because the payment was made by someone else in your company, contact our support team using our `online support form <https://www.odoo.com/help>`__."
msgid "In order to familiarize yourself with the user interface, take a few minutes to create records: *products, customers, opportunities* or *projects/tasks*. Follow the blinking dots, they give you tips about the user interface as shown in the picture below."
msgid "Once you get used to the user interface, have a look at the implementation planners. These are accessible from the Settings app, or from the top progress bar on the right hand side of the main applications."
msgid "Fill in the first steps of the implementation planner (goals, expectations and KPIs). Our project manager will review them with you during the implementation process."
msgid "Watch the videos on our eLearning platform (free with your first Success Pack): `https://odoo.thinkific.com/courses/odoo-functional <https://odoo.thinkific.com/courses/odoo-functional>`__"
msgid "We are used to deploying fully featured projects within 25 to 250 hours of services, which is much faster than any other ERP vendor on the market. Most projects are completed between 1 to 9 calendar months."
msgid "But what really **differentiates between a successful implementation and a slow one, is you, the customer!** From our experience, when our customer is engaged and proactive the implementation is smooth."
msgid "We ask that you maintain a single point of contact within your company to work with our project manager on your Odoo implementation. This is to ensure efficiency and a single knowledge base in your company. Additionally, this person must:"
msgid "**Be available at least 2 full days a week** for the project, otherwise you risk slowing down your implementation. More is better with the fastest implementations having a full time project manager."
msgid "**Have authority to take decisions** on their own. Odoo usually transforms all departments within a company for the better. There can be many small details that need quick turnarounds for answers and if there is too much back and forth between several internal decision makers within your company it could potentially seriously slow everything down."
msgid "**Have the leadership** to train and enforce policies internally with full support from all departments and top management, or be part of top management."
msgid "You probably chose Odoo because no other software allows for such a high level of automation, feature coverage, and integration. But **don't be an extremist.**"
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#: ../../getting_started/documentation.rst:127
msgid "Customizations cost you time, money, are more complex to maintain, add risks to the implementation, and can cause issues with upgrades."
msgid "Standard Odoo can probably cover 90% of your business processes and requirements. Be flexible on the remaining 10%, otherwise that 10% will cost you twice the original project price. One always underestimates the hidden costs of customization."
msgid "**Do it the Odoo way, not yours.** Be flexible, use Odoo the way it was designed. Learn how it works and don't try to replicate the way your old system(s) work."
msgid "**The project first, customizations second.** If you really want to customize Odoo, phase it towards the end of the project, ideally after having been in production for several months. Once a customer starts using Odoo, they usually drop about 60% of their customization requests as they learn to perform their workflows out of the box, or the Odoo way. It is more important to have all your business processes working than customizing a screen to add a few fields here and there or automating a few emails."
msgid "Our project managers are trained to help you make the right decisions and measure the tradeoffs involved but it is much easier if you are aligned with them on the objectives. Some processes may take more time than your previous system(s), however you need to weigh that increase in time with other decreases in time for other processes. If the net time spent is decreased with your move to Odoo than you are already ahead."
msgid "Start your free trial and play with the system. The more comfortable you are navigating Odoo, the better your decisions will be and the quicker and easier your training phases will be."
msgid "Want an easy way to start using Odoo? Install Odoo Notes to manage your to-do list for the implementation: `https://www.odoo.com/page/notes <https://www.odoo.com/page/notes>`__. From your Odoo home, go to Apps and install the Notes application."
msgid "This application is even compatible with the Etherpad platform (http://etherpad.org). To use these collaborative pads rather than standard Odoo Notes, install the following add-on: Memos Pad."
msgid "Odoo provides a top notch cloud infrastructure including backups in three different data centers, database replication, the ability to duplicate your instance in 10 minutes, and more!"
msgid "Your Odoo Online subscription includes an **unlimited support service at no extra cost, 24/5, Monday to Friday**. To cover 24 hours, our teams are in San Francisco, Belgium, and India. Questions could be about anything and everything, like specific questions on current Odoo features and where to configure them, bugfix requests, payments, or subscription issues."
msgid "Note: The support team cannot develop new features, customize, import data or train your users. These services are provided by your dedicated project manager, as part of the Success Pack."
msgid "Once every two months, Odoo releases a new version. You will get an upgrade button within the **Manage Your Databases** screen. Upgrading your database is at your own discretion, but allows you to benefit from new features."
msgid "We provide the option to upgrade in a test environment so that you can evaluate a new version or train your team before the rollout. Simply fill our `online support form <https://www.odoo.com/help>`__ to make this request."
msgid "The Success Pack is a package of premium hour-based services performed by a dedicated project manager and business analyst. The initial allotted hours you purchased are purely an estimate and we do not guarantee completion of your project within the first pack. We always strive to complete projects within the initial allotment however any number of factors can contribute to us not being able to do so; for example, a scope expansion (or \"Scope Creep\") in the middle of your implementation, new detail discoveries, or an increase in complexity that was not apparent from the beginning."
msgid "The list of services according to your Success Pack is detailed online: `https://www.odoo.com/pricing-packs <https://www.odoo.com/pricing-packs>`__"
msgid "The goal of the project manager is to help you get to production within the defined time frame and budget, i.e. the initial number of hours defined in your Success Pack."
msgid "**Project Management:** Review of your objectives & expectations, phasing of the implementation (roadmap), mapping your business needs to Odoo features."
msgid "**Training, Coaching, and Onsite Consulting:** Remote trainings via screen sharing or training on premises. For on-premise training sessions, you will be expected to pay extra for travel expenses and accommodations for your consultant."
msgid "**Configuration:** Decisions about how to implement specific needs in Odoo and advanced configuration (e.g. logistic routes, advanced pricing structures, etc.)"
msgid "**Customization of reports (PDF):** Studio will not allow you to customize the reports yourself, however our project managers have access to developers for advanced customizations."
msgid "**Website design:** Standard themes are provided to get started at no extra cost. However, our project manager can coach you on how to utilize the building blocks of the website designer. The time spent will consume hours of your Success Pack."
msgid "**Workflow automations:** Some examples include setting values in fields based on triggers, sending reminders by emails, automating actions, etc. For very advanced automations, our project managers have access to Odoo developers."
msgid "If any customization is needed, Odoo Studio App will be required. Customizations made through Odoo Studio App will be maintained and upgraded at each Odoo upgrade, at no extra cost."
msgid "In case of customizations that cannot be done via Studio and would require a developer’s intervention, this will require Odoo.sh, please speak to your Account Manager for more information. Additionally, any work performed by a developer will add a recurring maintenance fee to your subscription to cover maintenance and upgrade services. This cost will be based on hours spent by the developer: 4€ or $5/month, per hour of development will be added to the subscription fee."
msgid "**Example:** A customization that took 2 hours of development will cost: 2 hours deducted from the Success Pack for the customization development 2 * $5 = $10/month as a recurring fee for the maintenance of this customization"
msgid "The goal of the **Kick-off call** is for our project manager to come to an understanding of your business in order to propose an implementation plan (phasing). Each phase is the deployment of a set of applications that you will fully use in production at the end of the phase."
msgid "**Onboarding:** Odoo's project manager will review Odoo's business flows with you, according to your business. The goal is to train you, validate the business process and configure according to your specific needs."
msgid "**Data:** Created manually or imported from your existing system. You are responsible for exporting the data from your existing system and Odoo's project manager will import them in Odoo."
msgid "**Training:** Once your applications are set up, your data imported, and the system is working smoothly, you will train your users. There will be some back and forth with your Odoo project manager to answer questions and process your feedback."
msgid "Once you are comfortable using Odoo, we will fine-tune the process and **automate** some tasks and do the remaining customizations (**extra screens and reports**)."
msgid "Once all applications are deployed and users are comfortable with Odoo, our project manager will not work on your project anymore (unless you have new needs) and you will use the support service if you have further questions."
msgid "Odoo gives you the opportunity to test the system before going live or before upgrading to a newer version. Do not mess up your working environment with test data!"
msgid "For those purposes, you can create as many free trials as you want (each available for 15 days). Those instances can be instant copies of your working environment. To do so, go to the Odoo.com account in **My Organizations** page and click **Duplicate**."
msgid "Once you are in production, you will probably have less interaction with your project manager. At that time, we will assign a member of our Client Success Team to you. They are specialized in the long-term relationship with our customers. They will contact you to showcase new versions, improve the way you work with Odoo, assess your new needs, etc..."
