How to Prepare For Open Source ERP Implementation


Enterprise Resource Planning (ERP) software - for many businesses worldwide - has been an indispensable part that directly contributes to their competitive advantages and efficiency gains. More and more firms, both startups and established companies, are making the transition to adopting this technological masterpiece. However, each business has its own set of unique quirks and problems, and ERP may not always align and change flexibly to meet those needs. Unconventional supply chains, unique product distribution techniques, and a newer, more dynamic market can be challenging for ERP software, which tends to be rigid and specific in their use cases. However, if you have a dedicated team of IT experts, engineers, analysts, and application managers, Open Source ERP software is the way to go. With powerful customization tools, even at the programming level, it has the potential to perfectly integrate with each system in your business and match those requirements and goals. This article will look to outline the necessary preparations before implementing such a software solution.

What Is Open Source ERP? 

Open Source ERP is a software solution whose source code is made publicly available for programmers, engineers, and designers to tinker with and tailor to their needs. A reliable network to create community apps for niches in the market is also set up as thousands of developers are leveraged worldwide. Modules and systems can be designed and uploaded to the open-source solution for other similar firms to download and use as well as on the clock improvements. This increases the diversity, scale, and usability of the entire software suite. One of the best proponents of this is Odoo apps with their strong technical foundation, diverse team of worldwide developers, and class-leading scalability and usability. 

Steps to Take in Preparation

1. Analyze Your Requirements: 

Analyzing the specific requirements is much more crucial when implementing an Open Source ERP. At the very onset, you should form a dedicated project team full of capable personnel to look at your existing systems, calculate their KPI, and figure out which ones are lagging and need improvement. It is also crucial to analyze the existing processes and how your employees perform their daily tasks. This allows the open-source code to be modified to match or augment specific processes even at the micro-level. Goals and outcomes have to be clearly defined so that the project does not go out of hand. 

2. Get Board Approval: 

Getting an open-source solution can be a daunting task and requires a significant allocation of funds and resources to succeed. Lots of employees in different sectors may have to radically shift their activities and learn new techniques to be productive with the new system. This entails taking frequent training sessions to get your staff acquainted with the system. A team of IT experts and software developers is also needed for proper implementation, routine maintenance, and greater optimization. All of these processes require a lot of time and money. Such a radical shakeup in the production or business processes needs approval from the board and your employees to avoid disruptions and friction at the workplace. Adequate information about the open-source system, its associated hardware, and software costs and its complexities need to be made available. 

3. Assemble A Project Team: 

Open Source ERP systems are what people call "Do It Yourself" (DIY), which means you need to work on the software, modify it, and shape it the way you want to reach its full potential. Therefore, it is essential to introduce DIY into the DNA and functioning of the business if it is not present already. It would help if you leveraged software experts and engineers you have on hand to oversee and deal with the system's implementation and modification. If you do not have such personnel, you must consider hiring them; otherwise, the system will operate sub-optimally. The team will be responsible for analyzing the system and recognizing flaws and risks to smooth out with patches and updates. They will also hold regular surveys and get feedback from employees and consumers to better understand how people are receiving the new system. Be prepared to assist them in their activities and give them ample room to grow to make the system more flexible and powerful. They can even develop their own modules and subsystems to match the individual processes and workflows better. 

4. Conduct Adequate Research: 

Unlike the mainstream, commercial-use ERP systems are made and maintained with trained professionals and have reliable consumer support. Open Source ERP systems lack that infrastructure. Consumer support lacks diligence, specificity, and availability, and there is a lack of proper information about each module that is created and uploaded. The system's maintenance and improvement are also down by independent developers around the world who are often not rigorously trained. Hence, it is important to scour the market and the internet for user reviews and customer feedback about each part of the system. It is also crucial to analyze and figure out exactly how each module operates, its quirks and complexities, its potential for benefits, and its possibility for future risks and problems. This can also help decide how many resources to allocate and funds to set out for the system. Whenever possible, you should contact each open source vendor and initiate a thorough conversation to understand their systems or to request a demo. All this information should be neatly documented and made readily available. 

5. Compare Between Vendors: 

With all the information on hand, you should take the time to sit down at the meeting table and qualitatively compare the software solutions available. Key factors to consider are usability, scalability, provision of support, costs attached, and potential risks. 


Open Source ERP is flexible, powerful, and has the potential to match your needs and augment your unique systems directly. Ergo Ventures Limited is a digital transformation firm and an Odoo Silver Partner. We, at Ergo Ventures, believe that Odoo apps are one of the best offerings on the market that you should consider. With their integrated suite of apps, a dedicated team of international developers, clean and intuitive UI, and reliable server support, Odoo apps will help you get on track to meet all your business goals. To contact, call at +8801938855500 or shoot a mail at

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