01
Analysis Bot
Purpose: inventory accessible modules, fields, customizations and data volumes, noting the limits of the assessment.
Neoo Switch: Move from Odoo to Neoo. Start with a clear plan.
Assess the data to transfer, tasks that can be automated and features to adapt. Reviewing your environment helps define scope, checks and cutover conditions before you decide.
The first conversation scopes your request: it does not start a migration.
- Analysis
- Mapping
- Transfer in batches
- Verification
- Planned cutover
01 / the situation
Changing ERP is scary. Everything feels tied to Odoo.
-
“What about our data?”
The worryYears of history, and nobody knows what can be transferred.
With Neoo SwitchAssess automation. Available sources and access determine which tasks can be automated and where intervention is needed.
-
“What about our custom developments?”
The worryCustomisations whose details nobody remembers any more.
With Neoo SwitchQualify adaptations. Uncovered requirements need a feasibility assessment before agreeing on Forge development.
-
“What about the business in the meantime?”
The worryThe fear of a shutdown that blocks sales and invoicing.
With Neoo SwitchPlan the cutover. Coexistence, possible interruptions and rollback need to be defined in the plan agreed with you.
Common situations before a migration, shown as examples: they are not testimonials.
02 / the migration, step by step
Define the scope. Validate each step.
This flow illustrates the steps to plan. The assessment defines scope, possible automation and required intervention; the schedule depends on your environment.
Illustrative animation: no real data is read or migrated. Your real plan comes from the assessment of your environment.
03 / bots, not boxes
Four automation roles to define.
These roles describe the proposed flow. Activation, required access and expected traceability need to be defined during the assessment.
02
Migration Bot
Purpose: prepare transfers and transformations compatible with the sources. Error recovery needs to be covered in the plan.
03
Control Bot
Purpose: compare data using the agreed checks and submit detected discrepancies for review.
04
Forge Bot
Purpose: prepare uncovered requirements for a feasibility review and a specification to approve before development.
04 / neoo.forge
Assess what is missing.
Forge is one option for adapting Neoo to your needs. Feasibility, cost and scope must be agreed; missing features are not promised before qualification.
Detection
Compare your requirements with available capabilities and identify gaps to investigate.
Specification
Define data, screens, rules and permissions, then agree on feasibility, scope and acceptance criteria.
Build
After agreement, plan development, testing and documentation for the selected adaptation.
Added
Plan integration once tests, access rights and go-live conditions have been approved.
05 / switch map
An example map to adapt.
This map is an illustrative simulation and does not represent a real client environment.
Fictitious example
- 68 %Functions covered by Neoo Core
- 21 %Modules to qualify
- 11 %Forge adaptations
- Functions
- Neoo Core
- Extensions
- Marketplace modules
- Customisations
- Forge adaptations
- Third-party systems
- Connectors
- Data
- Validated batches
- Users
- Cohorts
- Risks
- Mitigation measures
- Schedule
- Phases
06 / you stay in control
Clear conditions before cutover.
Checks, responsibilities and rollback conditions need to be included in the agreed plan.
Plan continuity
Assess whether systems can coexist and plan possible interruptions based on your environment’s constraints.
Agree on checks
Define comparisons, acceptance criteria and who approves each batch.
You decide the switch
Agree on cutover approval, responsibilities and the records to retain before execution.
Request an assessment
Odoo is a trademark owned by its holder. Neoo is not affiliated with Odoo.
frequently asked questions
What we get asked before switching.
Is the migration really automatic?
The level of automation depends on your data, modules and available access. The initial assessment determines what can be automated, where intervention is needed and which batches require checks. Scope and acceptance criteria need to be agreed before migration.
What happens to features that do not exist in Neoo?
Uncovered requirements need to be identified and assessed for feasibility. An adaptation through neoo.forge can be considered once scope, cost and acceptance criteria are agreed; delivery is not assured before that assessment.
Are my Odoo customizations lost?
An inventory helps assess each customization against Neoo Core capabilities, available modules, connectors or a possible adaptation. An identical replacement is not guaranteed. Gaps and migration choices need your approval.
Do I have to shut down Odoo during the migration?
Coexistence options depend on your environment and available access. The migration plan needs to specify the cutover, any interruptions and rollback conditions. These arrangements need to be agreed with you before execution; zero downtime is not guaranteed.
Is this page affiliated with Odoo?
No. Odoo is a trademark owned by its holder and Neoo is not affiliated with Odoo.