Section 3: ERP System and Module Selection

(Odoo Enterprise Modules – Check & Prioritize)

3.1 Interested in ERP System?

3.2 Required Modules

Section 4: Business Processes & Integration

(Workflows, Documents & Connections)

4.1 Key Workflows

4.2 Document Management

Section 5: Users & Access

(Roles, Counts & Permissions)

5.1 User Distribution

Section 6: Data Migration

(Volume, Quality & Sources)

6.1 Data to Migrate

Section 7: Customization Needs

(Beyond Standard Odoo)

7.1 Required Customizations

7.2 Expected integrations with third-party systems and hardwares?

Section 8: Training & Support

(Enablement & Ongoing)

8.1 Training Plan

8.2 Post-Go-Live Support

Section 9: Technical Infrastructure

(Hosting, Mobility & Security)

9.1 Hosting Preference

9.2 Mobility Requirements

9.3 Security & Compliance

Section 10: Implementation & Governance

(Approach & Resources)

10.1 Internal Resources

(Approach & Resources)

Section 11: Departmental Breakdown & Operational Scope

11.1 HR Department

11.2 Finance & Accounting

11.3 Sales Department

11.4 Inventory & Warehouse

11.5 IT Department

11.6 Logistics & Fleet

11.7 Manufacturing / Production

11.8 Other Departments (Check and Define)

(For any selected above, please specify staff count, systems used, monthly transactional volume, and any other relevant KPIs)

Section 12: Attachments & Contact

12.1 Attachments

12.2 Primary Contact