Use the checklist to identify preparation tasks and discuss them with your project team. Checked items are a planning aid, not a certification or guarantee that the project is ready to launch.
Make the next step clear.
Check the items your team can support with evidence. For anything unfinished, agree an owner and the next action.
0 of 20 items checked
This is a planning aid. A completed checklist does not replace acceptance tests or launch approval.
Organizational readiness: assign decision owners
Use the checklist above to record what is already in place. For an unfinished item, name an owner, a next action and the evidence needed to close it. A sponsor approves scope and resolves conflicts; the project owner coordinates the day-to-day work.
Ask each department to name the people who will demonstrate and accept its workflows. Schedule their time for discovery, practice and testing before agreeing a launch date.
Data readiness: define the reconciliation evidence
Prepare sample exports and check customer, supplier and product identifiers for duplicates and missing fields. Agree which records move and how historical information remains accessible.
The accounting lead should define opening-balance and open-transaction checks. For stock, agree the count and valuation procedure. A file that imports successfully is not proof that the system starts from correct balances.
Scope clarity: write the first-release acceptance tests
Choose the workflows that must operate on day one and record what is postponed. Identify external systems and the person responsible for each integration. Separate standard configuration from extensions and custom work.
For each required workflow, write an end-to-end exercise and one exception. Include the report or accounting result the approver expects to see. Plan role-based practice using the same tasks.
Financial readiness: approve costs and ongoing ownership
Obtain current software and service quotes for the actual users, hosting and scope. Keep implementation costs separate from subscriptions, renewals and ongoing support. A written scope can use fixed-price or other agreed commercial terms; the key is that deliverables and change approvals are clear.
Confirm who will administer access, support users, test changes and approve upgrades after launch. These responsibilities continue when the initial implementation ends.
Use the results to prepare the next conversation
A hypothetical checklist review might find that a sponsor is named but nobody owns the opening-balance reconciliation. The next step is to assign that owner and agree the source reports, not to improve a readiness score.
Copy unfinished actions into your project brief with owners and dependencies. The number checked is a progress indicator only; no score establishes that the project is safe to launch.
Apply this to your business.
Review your workflows, current systems and first-release requirements.
Request a business needs reviewCommon questions
Does checking every item guarantee a successful implementation?+
No. The checklist helps structure preparation. Workflow demonstrations, reconciled test migrations and agreed acceptance criteria are still necessary.
Are my checklist answers submitted?+
No. The selections stay in this page while it is open. They are not sent to AltaCom or saved after a reload.
What should we do with unchecked items?+
Assign an owner, define the evidence needed and record the dependency in your project brief. Discuss blockers before setting the launch date.
Sources & further reading
Product capabilities depend on the Odoo version, edition, subscription and configuration. Source documentation supports product facts; project checklists and scenarios are editorial guidance. Confirm current details before purchase.
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