Manufacturing · ERP · Odoo Migration

Odoo Migration

Q: Will we lose historical data during migration?

History should be classified by business, legal, reporting, service, and audit need. Some records belong in Odoo, some may remain in a governed archive, and all retained information needs an accessible ownership and retrieval plan.

Q: Can we migrate in phases instead of all at once?

Yes. Phased migration is our preferred approach for operators with complex operations. Typical phases: financials first, then inventory and purchasing, then manufacturing and quality. Each phase has its own parallel run and cutover.

Q: What about custom reports and workflows from our old system?

We audit existing reports and workflows, identify which ones are still used, and rebuild them in Odoo. Many legacy reports can be replicated with Odoo's built-in reporting. Custom workflows are mapped to Odoo's automation engine or rebuilt as custom modules.

Move to Odoo without losing operating history or control. Moving to Odoo changes more than a database. We protect manufacturing master data, inventory, open orders, production work, financial control, integrations, decisions, and user confidence while the operating system changes.

Discuss the Business Objective Start Your Transformation Roadmap

The Business Problem

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

ERP problems begin when software selection, process decisions, master data, integrations, adoption, and cutover are treated as separate projects instead of one operating change.

What leaders see

Teams keep working around the core system.

Spreadsheets, re-entry, side databases, and manual approvals remain necessary to complete ordinary work.

What is actually happening

The operating model and system design disagree.

Records, workflows, controls, ownership, and integrations do not support the way the business has agreed to operate.

What gets worse

Every workaround makes the next change harder.

Customizations and local processes accumulate while upgrades, reporting, support, and adoption become more difficult to govern.

What Changes

What Odoo Migration includes.

Moving to Odoo changes more than a database. We protect manufacturing master data, inventory, open orders, production work, financial control, integrations, decisions, and user confidence while the operating system changes.

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.

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.

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.

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.

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.

Cutover Planning & Execution

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

How It Fits Manufacturing

How this stage fits the manufacturing operation.

ERP & Core SystemsWhich operating records and workflows belong in ERP, what must remain connected, and how the change will improve control without disrupting customer commitments.

Governance dependencyERP work needs an agreed operating model, accountable master data, defined integrations, controlled change, adoption ownership, and a cutover path the business can support.

Operating records and controls involved

customers and products

orders and pricing

inventory and purchasing

operations and fulfillment

finance and reporting

What must be defined before engineering begins

What the manufacturing business needs to change and why.
Which systems, records, risks, and readiness gaps shape the work.
What should be built, how it fits the architecture, and in what order.

Related Services and Planning

What to evaluate next.

Follow the dependencies behind this service instead of treating it as an isolated project.

ERP Services

Place this decision inside the wider ERP implementation, integration, migration, and operating path.

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Integration Engineering

Connect ERP records to the systems, partners, and workflows that depend on them.

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Data Services

Prepare governed records, reporting, and analytics around the ERP operating model.

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Start Your Transformation Roadmap

New material work begins in Launchpad so Metrotechs can validate the operating need, evidence, feasibility, architecture direction, and sequence before engineering begins.

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Start With the Manufacturing Continuity Objective

Define the smallest sound response and delivery sequence.

Metrotechs determines what the operation actually requires before selecting technology. New material work begins in Launchpad so the evidence, feasibility, architecture direction, priorities, and sequence can be validated before engineering begins.

Discuss the Business Objective Start Your Transformation Roadmap

Metrotechs designs, builds, integrates, and supports the approved solution so demand, fulfillment, and service commitments remain reliable.

A technical request does not bypass discovery. The proposed solution remains a working hypothesis until Metrotechs validates it in Launchpad and maps continuity before build.

Delivery sequence

How Metrotechs delivers Odoo Migration.

Moving to Odoo changes more than a database. We protect manufacturing master data, inventory, open orders, production work, financial control, integrations, decisions, and user.

Source System Audit

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

Migration Architecture

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

Iterative Migration Runs

Rehearse the migration in test environments until validation results and cutover timing meet the agreed criteria. Production cutover follows a successful rehearsal.

Cutover & Hypercare

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

FAQ

Questions to answer before changing this stage.

Straight answers to what manufacturing leaders ask before committing budget to this work.

How long does a migration to Odoo take?

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.

Will we lose historical data during migration?

Can we migrate in phases instead of all at once?

What about custom reports and workflows from our old system?