Odoo Workshop
Planning a Successful Odoo Implementation
Start your Odoo journey with confidence. An Odoo Workshop is your first step toward a structured and successful ERP implementation.With the right planning, the workshop lays a strong foundation for capturing business requirements, aligning your team, andpreparing for a smooth rollout.
More about ITIS AG
What Is the Goal of an Odoo Workshop?
An Odoo workshop helps define, organize, and document your ERP requirements together with your Odoo partner. It’s not just a meeting - it’s a structured session where your team collaborates with experts to outline the vision and practical needs for your future Odoo system.
Capture business requirements
Clarify project scope
Involve all relevant departments
Create a shared vision
What Is the Goal of an Odoo Workshop?
An Odoo workshop helps define, organize, and document your ERP requirements together with your Odoo partner. It’s not just a meeting - it’s a structured session where your team collaborates with experts to outline the vision and practical needs for your future Odoo system.
Capture business requirements
Clarify project scope
Involve all relevant departments
Create a shared vision
Define Your Workshop Content Clearly
The first step in planning a successful workshop is defining its purpose:
What do you want to achieve with Odoo?
Which processes should be mapped in the system?
What is the current state of operations?
Tip: Create a clear agenda that reflects the goals, expected outcomes, and discussion points. This ensures every participant is aligned and prepared.
Inform all participants in advance with the agenda and objective.
Define Your Workshop Content Clearly
The first step in planning a successful workshop is defining its purpose:
What do you want to achieve with Odoo?
Which processes should be mapped in the system?
What is the current state of operations?
Tip: Create a clear agenda that reflects the goals, expected outcomes, and discussion points. This ensures every participant is aligned and prepared.
Inform all participants in advance with the agenda and objective.
Who Should Attend the Odoo Workshop?
Don’t limit your workshop to just tech teams. The right mix of participants ensures all perspectives are considered.
Recommended Attendees:
Key-Users from Sales, HR, Accounting, Logistics, etc.
Department Heads & Process Owners
Internal IT / System Admins
Developers (if customizations are expected)
Project Manager & Stakeholders
Collaboration between technical and non-technical users = better Odoo planning.
Who Should Attend the Odoo Workshop?
Don’t limit your workshop to just tech teams. The right mix of participants ensures all perspectives are considered.
Recommended Attendees:
Key-Users from Sales, HR, Accounting, Logistics, etc.
Department Heads & Process Owners
Internal IT / System Admins
Developers (if customizations are expected)
Project Manager & Stakeholders
Collaboration between technical and non-technical users = better Odoo planning.
Plan the Right Timeframe
Avoid rushing. Based on the scope and agenda, block enough time to work through every topic thoughtfully.
A typical workshop ranges from half a day to multiple days, depending on your company size and complexity.
Pro Tip: Allow buffer time for Q&A and discussions. Productive conversations lead to better results!
Plan the Right Timeframe
Avoid rushing. Based on the scope and agenda, block enough time to work through every topic thoughtfully.
A typical workshop ranges from half a day to multiple days, depending on your company size and complexity.
Pro Tip: Allow buffer time for Q&A and discussions. Productive conversations lead to better results!
Effective Moderation =
Effective Results
A workshop is only as successful as its moderation. The moderator ensures:
Every voice is heard
The discussion stays focused
Time is respected
Outcomes are captured
At ITIS AG, we assign experienced Odoo consultants to facilitate and guide your workshop sessions - ensuring clarity, pace, and outcome-driven dialogue.
Effective Moderation =
Effective Results
A workshop is only as successful as its moderation. The moderator ensures:
Every voice is heard
The discussion stays focused
Time is respected
Outcomes are captured
At ITIS AG, we assign experienced Odoo consultants to facilitate and guide your workshop sessions - ensuring clarity, pace, and outcome-driven dialogue.
Documenting the Results
Every insight and decision from the workshop must be captured and documented.
Meeting notes
Business process flows
Configuration & customization needs
Module requirements
Implementation roadmap
The workshop output becomes the blueprint for your Odoo implementation.
Want a workshop result template? Request it here
Documenting the Results
Every insight and decision from the workshop must be captured and documented.
Meeting notes
Business process flows
Configuration & customization needs
Module requirements
Implementation roadmap
The workshop output becomes the blueprint for your Odoo implementation.
Want a workshop result template? Request it here
Why Start With an Odoo Workshop?
A well-prepared Odoo workshop ensures:
Clear expectations across all departments
Early risk identification
Realistic implementation timelines
Full stakeholder alignment
Efficient project kick-off
With over 25 years of ERP experience, ITIS AG brings proven methodology, structured planning, and real-world insight to every Odoo workshop.
Why Start With an Odoo Workshop?
A well-prepared Odoo workshop ensures:
Clear expectations across all departments
Early risk identification
Realistic implementation timelines
Full stakeholder alignment
Efficient project kick-off
With over 25 years of ERP experience, ITIS AG brings proven methodology, structured planning, and real-world insight to every Odoo workshop.
Our Promise - From Workshop
to Go-Live
At ITIS AG, we support you every step of the way:
Our Promise - From Workshop to Go-Live
At ITIS AG, we support you every step of the way:
Technical Planning
Requirement Documentation
Project Roadmapping
Technical Planning
Requirement Documentation
Project Roadmapping
Workshop Planning & Moderation
Full Odoo
Implementation
Training, Hosting, and
Support
Workshop Planning & Moderation
Full Odoo
Implementation
Training, Hosting, and
Support
Learn more about our Odoo consulting services
Learn more about our Odoo consulting services
Ready to Schedule Your Odoo Workshop?
Let’s plan it together - and make your ERP journey smooth and successful.
Book Your Workshop Now Contact Our Experts Today
Ready to Schedule Your Odoo Workshop?
Let’s plan it together - and make your ERP journey smooth and successful.
Book Your Workshop Now
Contact Our Experts Today