Role Guides
Step-by-step instructions for the tasks each role performs, written with screenshots from your own system.
Odoo Training & Adoption
Make sure your team actually uses it.
A well-configured ERP with untrained users is just an expensive spreadsheet. We train people in their own roles, using their own processes and their own real-world data.
Training Tracks
Four tracks, tailored by role.
Most successful implementations combine two or three of these tracks to ensure every level of your business is confident.
For the people who use Odoo every day: sales, purchasing, warehouse, accounting, and service teams. Each group learns their own screens and processes.
- Daily workflows tailored to specific departments
- Searching, filtering, and saving custom views
- How to spot common mistakes and safely correct them
For the internal champion managing Odoo day-to-day. This stops every small change from becoming an external support ticket.
- Managing users, groups, and access rights
- Adjusting document templates and email sequences
- Basic system maintenance and identifying when to escalate
For in-house developers or IT teams who will maintain and extend your Odoo system. Delivered at a depth appropriate to their Python experience.
- Odoo architecture, custom modules, and the ORM
- Integration patterns, API security, and error handling
- Upgrade considerations and safe development conventions
For owners and department heads who need visibility rather than data entry. The focus is entirely on reading the system, not operating it.
- Building and reading live BI dashboards
- Tracking reporting by product, customer, and project
- Approving exceptions safely and understanding data origins
Timing & Planning
Training works when it happens at the right moment.
Too early and people forget everything before go-live. Too late and the first week live is spent learning instead of working. We sequence training against your cutover plan.
1. Key users first
A small group learns the system deeply and becomes the first line of help for colleagues.
2. Then general users
Role-based sessions shortly before go-live, in the environment they will actually use.
3. Administrators throughout
Admin training is usually spread across implementation rather than delivered all at once.
4. Refreshers after launch
Short follow-ups once people have real questions from real work — often the most valuable session of all.
Materials
Training materials designed to outlive the project.
Documentation is prepared for the person who joins your team two years from now.
Process Documentation
The agreed process flows, linked to the training material so people can see how their step fits the whole.
Exercise Workbooks
Practical exercises participants complete in the training environment, reusable for onboarding new staff.
Admin Checklist
A short operational checklist for routine administration, so nothing important depends on memory.
Quick References
One-page summaries for common tasks, kept near the workstation rather than hidden in a shared drive.
Onboarding Path
A suggested sequence for training future hires, so knowledge stays in the business rather than with individuals.