Introduction
The year 2026 is approaching, and with it, new objectives for growth, performance, and innovation. Your Odoo ERP is the engine of your operations, but is it perfectly aligned with your strategic vision?
This checklist is designed to help you, as a leader, quickly assess the alignment between your business strategy and your tool's configuration. Each point is an opportunity to reflect on how to turn your ERP into a true performance booster.
1. Strategic Alignment
[ ] The key question: Do your performance indicators (KPIs) in Odoo dashboards accurately reflect your company's 3 to 5 major strategic objectives for 2026?
Why it matters: An ERP should offer a real-time view of what really matters. If your KPIs are not aligned with your strategy, you are driving blind.
2. Data Quality and Reliability
[ ] The key question: Can you make a major strategic decision (e.g., product launch, market entry) based 100% on the data available in Odoo?
Why it's important: Incorrect or incomplete data leads to poor decisions. Trust in your data is the foundation of a data-driven culture.
3. Automation of Low-Value Processes
[ ] The key question: Have you identified and automated at least one manual and time-consuming process (e.g., invoice entry, payment follow-ups) in the past 6 months?
Why it's important: Automation frees your teams from repetitive tasks so they can focus on higher-value activities, such as customer relations or innovation.
4. Customer and Supplier Experience
[ ] The key question: Can your customers and suppliers interact seamlessly with your company through portals or processes integrated into Odoo (e.g., order tracking, invoice submission)?
Why it’s important: The efficiency of your value chain depends on smooth interactions with your ecosystem. An efficient customer/supplier portal is a major competitive advantage.
5. Team Adoption and Competence
[ ] The key question: Are your teams using Odoo to its full potential, or are they just sticking to the basic features they were already familiar with from previous systems?
Why it's important: The best ERP in the world is useless if users don't adopt it. Continuous training and change management support are the keys to ROI.
6. Real-Time Monitoring and Reporting
[ ] The key question: Can your managers access, in less than 3 clicks, a dashboard that gives them a clear and up-to-date view of their department's performance?
Why it is important: A company's agility is measured by its ability to respond quickly. Relevant and accessible dashboards allow for a shift from reaction to anticipation.
7. Scalability and Flexibility
[ ] The key question: Is your current Odoo setup capable of handling a 50% increase in your activity volume (orders, invoices, users) without any performance degradation?
Why it's important: Your ERP should not be a barrier to your growth. It should be designed to grow with you, whether in terms of volume or new features.
8. Security and Compliance
[ ] The key question: Is access rights management granular enough to ensure that each employee can only access the information strictly necessary for their role?
Why it's important: Protecting your strategic data and complying with regulations (e.g., GDPR) is not optional. It is essential for the sustainability of your business.
9. Integration into the Technological Ecosystem
[ ] The key question: Does Odoo communicate smoothly and automatically with your company's other critical tools (e.g., external CRM, e-commerce platform, BI tool)?
Why it matters: Odoo should be the heart of your information system, not an isolated fortress. Strong integrations eliminate double entries and ensure data consistency.
10. Evolution Roadmap
[ ] The key question: Do you have a clear roadmap for the next 12 months, outlining the upcoming functional developments of your ERP to support the company's future projects?
Why it's important: An ERP is a living organism. Planning its evolution helps stay aligned with the strategy, anticipate needs, and maximize your investment in the long term.
Go further: Move from the checklist to action.
Did you check several boxes? Or on the contrary, did you identify areas of uncertainty?
This checklist has given you an initial overview. The next step is to turn these checkpoints into a concrete and personalized action plan.
We invite you to a 45-minute 'Quick Scan' with our CEO, Frédéric Neus.
The purpose of this discussion is not to sell you a solution, but to provide you with an external and expert perspective on your situation. Together, we will go through your responses to this checklist to:
• Validate your strategic priorities for 2026.
• Identify the 2 or 3 fastest levers to activate in Odoo for maximum impact.
• Draft a practical roadmap to make your ERP the main ally of your growth.
It is a leader-to-leader exchange, focused on strategy and performance.
Click here to book your Quick Scan session with Frédéric Neus