Translate the accepted statement of work into deliverables, dependencies, acceptance evidence and commercial boundaries. Preserve exclusions and customer responsibilities before creating the project structure. Map technical activities to the engagement without assuming that completing every issue proves contractual acceptance or that all logged development time can automatically be invoiced to the customer.
Understand the decision
A consultancy may sell a fixed-scope implementation with time-based support after release. The customer can own test data, third-party access or final acceptance. The handoff needs those dependencies and the agreed transition between project delivery and support so the team does not inherit undefined obligations.
Work through the requirements
- Define deliverables and customer dependencies.
- Map acceptance evidence to commercial stages.
- Separate project and support boundaries.
| Record or decision | Why it matters |
|---|---|
| Accepted statement | Preserves scope, assumptions and exclusions. |
| Acceptance register | Defines evidence and approving customer roles. |
| Delivery mapping | Connects technical work to commercial deliverables. |
What would a passing test show?
Use these hypothetical cases in a demonstration. Mark the evidence you have reviewed, then download the checklist. Selections stay in this tab.
Watch for this failure
An issue tracker measures work activity, not necessarily the agreed commercial outcome. Preserve the statement of work and acceptance conditions, and require the project owner to explain how technical completion supports each intended milestone invoice.
Continue the evaluation
This example defines what to verify, rather than promising a particular Odoo feature. Keep a record of the demonstrated result, configuration, unresolved gaps and person who accepts it.
Read the wider implementation guideBring your workflow to the conversation.
Discuss requirements for Software consultancies in a business needs review. Start with your current systems, the handoff that fails and the result you need to prove.
Sources & scope
The linked product documentation is a starting point for validating your chosen version, edition, apps and hosting. The scenarios and acceptance criteria are editorial planning guidance, not customer case studies or a guarantee of built-in functionality. See how this library is prepared.
Odoo 19: project management ↗Odoo 19: project milestones ↗Odoo 19: timesheet configuration and recording ↗