Aktiv Software

Key Responsibilities & Activities

1. Requirement Gathering & Analysis

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

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

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

2. Odoo Setup & Configuration

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

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

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

3. Functional Architecting (for Customization Requirements)

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

○ Define functional workflows for business processes requiring customization.

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

4. Data Migration

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

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

○ Troubleshoot and resolve any data-related discrepancies.

5. Training

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

○ Develop training materials and user documentation for effective onboarding.

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

6. Testing

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

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

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

7. Go-live

○ Plan and execute cutover activities for go-live.

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

○ Maintain high availability and responsiveness during this critical phase.

8. Support

○ Provide ongoing support to end-users after implementation.

○ Resolve functional issues and respond to support requests promptly.

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

9. Documentation

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

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

10. Stakeholder Communication

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

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

11. Project Management

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

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

12. Team Collaboration

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

○ Participate in regular internal meetings to align project activities.

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

13. Strategic Involvement

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

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

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