Key Responsibilities &

- Activities

- Requirement Gathering &
- Analysis

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- Engage with clients to understand their business processes and objectives.

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- Conduct in-depth analysis of client requirements to identify specific needs.

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- Provide process consulting by mapping ‘as-is’ and ‘to-be’ processes to ensure maximum utilization of standard Odoo features.

- Odoo Setup &
- Configuration

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- Set up Odoo environments based on the customer’s hosting preferences.

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- Configure Odoo applications to align with client-specific business workflows.

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- Set up companies, users, and access rights based on organizational structure and security needs.

- Functional Architecting (for Customization Requirements)

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- Conduct GAP analysis to identify business requirements that necessitate custom development.

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- Define functional workflows for business processes requiring customization.

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- Draft user stories or detailed functional specifications to guide the technical team.

- Data Migration

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- Plan and execute data migration strategies from legacy systems to Odoo.

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- Perform data imports (via templates or scripts) and validate data accuracy post-migration.

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- Troubleshoot and resolve any data-related discrepancies.

- Training

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- Conduct end-user training sessions on both standard and customized Odoo features.

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- Develop training materials and user documentation for effective onboarding.

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- Provide ongoing support and address user queries during the training phase.

- Testing

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- Perform functional testing to ensure quality before delivering features to the client.

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- Support clients during User Acceptance Testing (UAT) and follow up to ensure completion.

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- Define success criteria for user stories involving development or customization.

- Go-live

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- Plan and execute cutover activities for go-live.

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- Ensure smooth transition and provide immediate support during the go-live period.

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- Maintain high availability and responsiveness during this critical phase.

- Support

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- Provide ongoing support to end-users after implementation.

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- Resolve functional issues and respond to support requests promptly.

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- Ensure service levels are maintained in accordance with agreed SLAs.

- Documentation

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- Create and maintain Business Requirement Documents (BRDs) and Functional Specifications (FSDs/User Stories).

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- Prepare user guides and manuals for custom-developed features. ○
- Ensure documentation remains up-to-date with ongoing changes and improvements.

- Stakeholder Communication

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- Maintain proactive and transparent communication with clients regarding project progress.

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- Conduct regular project review meetings to ensure alignment with client expectations.

- Project Management

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- Manage project timelines, milestones, and deliverables to ensure successful implementation.

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- Utilize Aktiv's project management system for tracking tasks and logging timesheets.

- Team Collaboration

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- Work closely with developers, technical leads, and other consultants to deliver integrated solutions.

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- Participate in regular internal meetings to align project activities.

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- Support the sales team during pre-sales by providing expert consultation.

- Strategic Involvement

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- Contribute to continuous improvement initiatives for internal processes & systems and project delivery standards.

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- Assist in the creation of Standard Operating Procedures (SOPs).

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- Mentor junior consultants or business analysts and support their development through structured training plans.

Skills

- Business requirements, Enterprise Resource Planning (ERP), Odoo (OpenERP), Solution architecture, Business Analysis, IT consulting, Effective communication and Communication Skills

📌 Odoo ERP Consultant (India)
🏢 Aktiv Software
📍 India