NEOO SWITCH

Move from Odoo to Neoo.
Start with a clear plan.

Assess the data to transfer, tasks that can be automated and features to adapt. Reviewing your environment helps define scope, checks and cutover conditions before you decide.

  • Initial assessment
  • Adaptations to qualify
  • Cutover to plan
Assess automationAvailable sources and access determine which tasks can be automated and where intervention is needed.
Qualify adaptationsUncovered requirements need a feasibility assessment before agreeing on Forge development.
Plan the cutoverCoexistence, possible interruptions and rollback need to be defined in the plan agreed with you.

THE MIGRATION, STEP BY STEP

Define the scope. Validate each step.

This flow illustrates the steps to plan. The assessment defines scope, possible automation and required intervention; the schedule depends on your environment.

Live Switch Map

  1. AnalysisInventory accessible modules, fields, customizations and data volumes, then identify migration constraints.
  2. MappingAssess matches with Neoo Core, available modules and connectors; qualify adaptations and gaps that remain uncovered.
  3. Transfer in batchesDefine the data to transfer and processing compatible with the sources, then execute the batches within the agreed scope.
  4. VerificationPlan source comparisons, acceptance criteria and how discrepancies will be handled before approving each batch.
  5. Planned cutoverAgree on cutover conditions, possible interruptions and rollback. Whether the systems can coexist depends on your environment.

Demo example. Your real plan comes from the analysis of your environment.

BOTS, NOT BOXES

Four automation roles to define.

These roles describe the proposed flow. Activation, required access and expected traceability need to be defined during the assessment.

Analysis Bot

Purpose: inventory accessible modules, fields, customizations and data volumes, noting the limits of the assessment.

Migration Bot

Purpose: prepare transfers and transformations compatible with the sources. Error recovery needs to be covered in the plan.

Control Bot

Purpose: compare data using the agreed checks and submit detected discrepancies for review.

Forge Bot

Purpose: prepare uncovered requirements for a feasibility review and a specification to approve before development.

NEOO.FORGE

Assess what is missing.

Forge is one option for adapting Neoo to your needs. Feasibility, cost and scope must be agreed; missing features are not promised before qualification.

01DetectionCompare your requirements with available capabilities and identify gaps to investigate.
02SpecificationDefine data, screens, rules and permissions, then agree on feasibility, scope and acceptance criteria.
03BuildAfter agreement, plan development, testing and documentation for the selected adaptation.
04AddedPlan integration once tests, access rights and go-live conditions have been approved.

SWITCH MAP

An example map to adapt.

This map is an illustrative simulation and does not represent a real client environment.

YOU STAY IN CONTROL

Clear conditions before cutover.

Checks, responsibilities and rollback conditions need to be included in the agreed plan.

Plan continuity

Assess whether systems can coexist and plan possible interruptions based on your environment’s constraints.

Agree on checks

Define comparisons, acceptance criteria and who approves each batch.

You decide the switch

Agree on cutover approval, responsibilities and the records to retain before execution.

QUESTIONS

What we get asked before switching.

Is the migration really automatic?

The level of automation depends on your data, modules and available access. The initial assessment determines what can be automated, where intervention is needed and which batches require checks. Scope and acceptance criteria need to be agreed before migration.

What happens to features that do not exist in Neoo?

Uncovered requirements need to be identified and assessed for feasibility. An adaptation through neoo.forge can be considered once scope, cost and acceptance criteria are agreed; delivery is not assured before that assessment.

Are my Odoo customizations lost?

An inventory helps assess each customization against Neoo Core capabilities, available modules, connectors or a possible adaptation. An identical replacement is not guaranteed. Gaps and migration choices need your approval.

Do I have to shut down Odoo during the migration?

Coexistence options depend on your environment and available access. The migration plan needs to specify the cutover, any interruptions and rollback conditions. These arrangements need to be agreed with you before execution; zero downtime is not guaranteed.

Is this page affiliated with Odoo?

No. Odoo is a trademark owned by its holder and Neoo is not affiliated with Odoo.

FIRST ANALYSIS

Let’s discuss your Odoo environment.

Describe your environment and priorities. This first conversation helps qualify the request and next steps; it does not start a migration.