Uvid · ERP and business digitalisation

Our methodology — a structured, controlled approach to ERP projects

Our approach is based on experience and standards

Uvid implements ERP through a structured methodology based on years of experience and ISO 9001 / 27001 standards. This delivers predictability, quality and security throughout the project, from analysis to maintenance. We aim for clear structure, measurable goals and complete transparency for our clients.

Key principles of our methodology

  • Transparency — every step, deadline and task is clearly defined and documented
  • Focus on business goals — technology serves the process
  • An iterative approach — phased development with rapid user feedback
  • User involvement — key employees actively participate in testing and validation
  • Continuous improvement — implementation is the beginning of optimisation
ERP PROJECT PREPARATION

Gap analysis — the foundation of an ERP project

Before configuration, we establish together how your business works today, what is missing and how processes will work in Odoo.

How gap analysis works
01

AS-IS

How your business works today

02

GAP

What is missing and where risks lie

03

TO-BE

How it will work in Odoo

Gap analysis underpins the project plan, timelines and budget. Without it, implementation becomes guesswork.

What gap analysis is and why it matters

“ERP does not solve chaos — it exposes it.”

Analysis must therefore precede implementation.

AS-IS

How your business
works today

GAP

What is missing and
where risks lie

TO-BE

How it will work
in Odoo

Gap analysis underpins the project plan, timelines and budget. Without it, implementation becomes guesswork.

Our four-step process

1

Understanding your business

You explain

2

We analyse

You keep working

3

We agree together

A short review

4

You receive a document

The project foundation

Your total involvement: workshops (2–4 hours per topic) + results review (1–2 hours) = less than one working day

Step 1 — Understanding your business together

What we need from you

  • Key employees who know
    your processes inside out
  • 2–4 hours per topic workshop
    (sales, purchasing, warehouse, finance and more)
  • Documents you already have
    (no new preparation required)

What you receive

  • Confidence that someone listens and understands your business
  • Reassurance that nothing will be overlooked
  • A clear starting point without technical jargon
No technical preparationReady-made specificationsPrior Odoo knowledge

Step 2 — We analyse while you keep working

After the workshop, we take over.

We analyse processes

Every aspect is covered, from purchasing to invoicing

We identify opportunities

Where Odoo can solve problems immediately and where customisation is needed

We map risks

What could threaten the project if not addressed early

We assess complexity

Realistic cost and duration estimates for every project area

Results arrive the next working day, rather than weeks later.

Step 3 — Agreeing the direction together

1

We present
findings

What we found
in each process

2

AS-IS → TO-BE

How each
process would work in Odoo

3

We resolve
open questions

Together, without
unpleasant surprises

4

You
confirm

Priorities and
project direction

What we need from you

  • 1–2 hours for your review
  • Your view on priorities
  • What is critical for go-live and what can wait

What you receive

  • A clear picture of the project ahead
  • No unpleasant surprises later
  • A document you can share with management and your team

Step 4 — Receiving a professional document

GAP ANALYSIS

  • AS-IS process descriptions
  • TO-BE proposals in Odoo
  • Complexity assessment
  • Priorities and roadmap
  • The basis for a contract

On time

You receive documentation as each process review is completed

Without jargon

In your language, structured by department

Project foundation

The basis for implementation planning, timelines and budget

Internal communication

A document for management and your team

This document underpins the project plan, implementation agreement and subsequent steps.

Timeline and frequently asked questions

Typical gap analysis timeline:

Workshops

Weeks 1–2
By department

Analysis

Same/next day
Automatically

Review

Weeks 2–3
1–2 hours of your time

Document

Weeks 3–4
Final delivery

What if we are unsure what we need?

That is exactly what gap analysis is for. We help you articulate your needs.

Will our team need to spend much time?

You participate in workshops because nobody knows your business better. We handle the rest.

How long does the process take?

Depending on company size, 4–8 weeks. Your involvement is limited to workshops and confirming conclusions.

Let's talk

Phases of implementation

01

Process analysis and mapping


Together with clients, we analyse existing business processes, identify inefficiencies and define project goals. Documented AS-IS and TO-BE process maps and a gap analysis form the basis of the implementation plan.

02

Project planning and system configuration


We use the gap analysis to create a project plan with timelines, priorities and responsibilities.
We configure core Odoo modules, define the data structure and prepare a test environment.

03

Development and customisation, where needed


We develop additional modules and customisations only when they deliver real business value.

This preserves stability and simplifies future upgrades.

04

Testing and validation


We work through test scenarios and real-life simulations with users.
We define corrections and improvements and prepare production documentation.

05

Training and go-live


Key users receive targeted departmental training.
The system goes live with our support during the first weeks.

06

Maintenance and support

After implementation, we monitor performance, produce reports and recommend improvements.

All users have access to our Helpdesk system for support and development.

Checkpoints and quality management

Each implementation phase has defined checkpoints and acceptance criteria.

Regular project meetings and weekly reports keep activities aligned with the agreed plan.

Project plans, minutes, test scenarios and user manuals follow ISO 9001 quality standards, while ISO 27001 ensures data protection and security throughout the project.

Managing change and risk

Change is part of every ERP project, but it must be controlled.

We use a Change Request process to document, assess and approve each change before implementation.
This prevents uncontrolled scope growth and protects delivery quality.

  • Assess the impact on timelines and costs
  • Formal approval before implementation
  • Update documentation and test before production release

Our team and project roles

Each project is led by a project manager coordinating communication between users, consultants and development teams.

Responsibilities are clear at every phase:

01

Project manager

Project management, deadline and budget tracking

02

Consultant / Solution Architect

Solution analysis and design, system configuration

03

Developer

Developing customisations and integrations

04

QA specialist

Testing, quality assurance and documentation

05

Key user

Feature validation, testing and feedback

Continuous improvement

After each implementation, we carry out post-project reviewsand evaluations.

Experience informs improvements to our documentation, procedures and approach, making future projects more efficient.

Uvid follows Odoo releases and digital transformation trends to maintain expertise and relevance.

Our consultants and developers regularly certify for new Odoo versions, ensuring implementations follow current standards and best practices.

Uvid

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