
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.

About Aktiv Software
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