Services

ERP · Odoo Migration

Move to Odoo without losing operating history or control.

Migration changes more than a database. We protect the records, open work, integrations, decisions, and user confidence the business needs to keep operating while the system changes.

01

The Business Problem

The migration plan moves data but does not protect the business.

ERP-connected data problems usually begin before AI or workflow delivery. The organization chooses software or modules before it has settled workflow fit, data ownership, integration boundaries, and launch decision rights.

01

What leaders see

The project looks like a software or configuration issue.

Vendors, modules, timelines, and budgets dominate the conversation while the business outcome, AI fit, and operating record remain unresolved.

02

What is actually happening

The operating record is not agreed on.

Processes, master data, exceptions, reports, and handoffs do not yet agree on what the ERP must own and what it should not.

03

What gets worse

Workarounds become permanent architecture.

Customizations pile up, launch risk rises, reporting trust drops, and the ERP becomes harder to connect to AI after launch.

02

What Changes

What this work should improve.

Migration changes more than a database. We protect the records, open work, integrations, decisions, and user confidence the business needs to keep operating while the system changes.

01

Legacy ERP to Odoo Migration

Migrate from SAP, Epicor, NetSuite, Dynamics, QuickBooks, or custom systems to Odoo. We map every data entity, transform formats, validate at every gate, and cut over with rollback capability.

02

Odoo Version Upgrades

Upgrade from older Odoo versions (12, 13, 14, 15, 16) to the latest release. We migrate data, update custom modules, validate integrations, and regression-test before production cutover.

03

Data Mapping & Transformation

Map source system fields to Odoo models. Transform data formats, merge duplicates, and enrich records during migration. Every mapping is documented and reversible.

04

Historical Data Preservation

Migrate transaction history — sales orders, purchase orders, invoices, production records — so your team retains full operational context. Define retention rules for what migrates and what archives.

05

Parallel Run Validation

Run the old system and Odoo side by side, processing the same transactions. Compare outputs to validate accuracy before cutover. No big-bang surprises.

06

Cutover Planning & Execution

Detailed cutover runbook with timeline, responsible parties, validation checkpoints, and rollback triggers. Weekend or off-hours execution to minimize disruption.

03

How It Fits Your Operations

Where this work touches your business.

ERP-connected operating recordWhich records AI can trust, which workflows should change, and which ERP connections truly need custom work.
Governance dependencyThe operating record has to fit the real workflow before integrations, reports, workflow automation, or AI get built on top.
Records that must line up
customers
products
BOMs
inventory
vendors and financial records

What Launchpad captures before Metrotechs scopes delivery

  • Which system owns the record of truth.
  • Where manual work or reconciliation enters the workflow.
  • Which integrations, rules, or data cleanup have to come first.

Bring the problem into Launchpad

Build the Roadmap before you build the solution.

Launchpad documents what is wrong, captures what your team knows, and connects this service to the business outcome it needs to improve.

Built around the people, processes, records, and decisions that make the business work.
Measured by what becomes easier, clearer, safer, or more reliable after launch.

04

Delivery sequence

How the work moves from problem to measurable change.

Migration changes more than a database. We protect the records, open work, integrations, decisions, and user confidence the business needs to keep operating while the system.

01

Source System Audit

Audit the source system — data quality, volume, relationships, customizations. Identify what migrates, what transforms, and what gets left behind.

02

Migration Architecture

Design the migration pipeline — extraction scripts, transformation rules, loading sequences, validation gates. Define rollback procedures for every stage.

03

Iterative Migration Runs

Execute migration in test environments 3-5 times before production. Each run identifies and fixes issues. Production migration is never the first run.

04

Cutover & Hypercare

Execute production cutover with the proven runbook. 30-day hypercare period to catch and resolve post-migration issues.

05

FAQ

Questions that usually decide the scope.

Straight answers to what operators ask before committing budget to this work.

The schedule is driven by data condition, source systems, open transactions, integrations, custom behavior, user readiness, trial results, and cutover risk. The Roadmap should expose those dependencies before a target date becomes a commitment.