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Project Name

Odoo v15 to v17 Migration Drives 80% Boost in IT Productivity and Workflow Optimization

Industry
Information Technology
Technology
Odoo

Overview

Our client was a leading IT project management company that delivers innovative solutions to enhance project workflows and efficiency. They focus on leveraging the technology and serving their clients to ensure project success through robust management practices. In addition, they operate on both web and mobile platforms providing flexibility and accessibility to the users.

odoo-17-overview

Challenges

odoo-17-challenges
  • The client struggled to explore advanced enterprise features, which hindered the efficiency of their project management processes.
  • Managing data integrity and ensuring minimal disruption to ongoing projects during the migration were major concerns.
  • The client’s growing data volume created system performance and efficiency complexities.
  • Since Odoo Community v15 lacked the Helpdesk module, the client used a custom-built version. During the migration to Odoo Enterprise v17, integrating the custom helpdesk data with Odoo's native Helpdesk module became essential.
  • The migrated database had missing attachments from tables, affecting vital records.
  • The migration led to calendar syncing issues, which needed immediate resolution to ensure scheduling efficiency.
  • After migration, email replies were not being received properly, disrupting communications.
  • Changes in the account move line for vendor bills created inconsistencies in the accounting module, requiring manual fixes.

Our Solution

Ksolves delivered a structured and comprehensive solution to overcome these challenges:

  • Our team began by thoroughly analyzing the client’s existing Odoo Community v15 system to understand the critical issues. Based on this analysis, we developed a tailored migration strategy that ensured minimal disruption to ongoing operations.
  • We carefully migrated the client’s database from Odoo Community v15 to Odoo Enterprise v17, ensuring all data remained intact. Special attention was given to maintaining data integrity throughout the process.
  • Since the client’s Odoo v15 system relied on a custom Helpdesk module, we manually migrated and linked the custom Helpdesk data to Odoo’s native Helpdesk module in v17. This seamless integration ensured that the client could fully leverage the built-in features of the enterprise system.
  • During the migration, we discovered that attachments were missing from certain tables in the Odoo Enterprise v17 database. Our team successfully restored these attachments, preserving vital records.
  • We addressed the calendar syncing issues that occurred during migration, ensuring that the client’s scheduling system functioned smoothly. Additionally, we fixed the issue where email replies were not being received in the migrated database, restoring efficient communication workflows.
  • To handle the increased data load, we implemented performance-enhancing techniques, ensuring the client’s system could efficiently process and store large amounts of data without lag or disruption.
  • Our team also addressed changes in the account move line within the vendor bill section of the accounting module. Using customized scripts, we ensured accurate linking and accounting processes for vendor bills in the Odoo Enterprise v17 system.

Data Flow Diagram

odoo-17-dfd

Conclusion

The migration from Odoo Community v15 to Odoo Enterprise v17 resulted in a remarkable 80% boost in IT efficiency. By leveraging advanced enterprise features, optimizing workflows, and ensuring smooth integration of custom modules, Ksolves successfully enhanced the client’s project management capabilities. The transition preserved data integrity, resolved technical issues, and improved system performance across web and mobile platforms, enabling the client to operate with greater productivity and scalability. This efficient upgrade transformed their business operations, empowering them to better serve their clients and achieve long-term success.

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