Customisation

Special needs, special customer satisfaction

There are differences between the ERP software’s functionality and the unique requirements of the end users as well as business requirements.

Hence, customisation is needed to allow the software to align with the organization’s existing processes, enabling not only a smooth shift from the old processes, but also a better fit between the ERP system and the end users.

Most companies require a certain level of alterations to cater to their workflow processes. Instead of changing the operational flow in the company to fit the software package, the ERP solution should complement and improve the productivity and efficiency of your company. Hence, ERP system customisation is a choice for companies who understand the importance and benefits of implementing an organized workflow structure without having the end users to make major changes to adapt to the system.
Customisation of ERP software is an unavoidable in any implementation, though the extent of customisation may vary. But it is advisable to exercise discretion in the customisation process to balance the benefits and the challenges involved in the process. While customisation promises a better fit ERP software solution for the company, it directly affects the budget and timelines. Finding a middle way is a delicate process that needs proper evaluation of options available. 
That being said, in order to determine the level of customisation which your company might require, it really depends on your management’s/users’ needs and the key objectives which you want to achieve. With that, you will, together with Synconics as ERP consultants, to identify the optimal level of ERP system customisation for the implementation of your ERP system package.
Synconics Odoo ERP Customisation Service:
Synconics people have a strong development background, unique understanding of the business and nature of the industry, strong business analysis skills and business process optimization.
Given our experience in Odoo ERP platforms across many industries, Synconics minimizes the complexity and risk of Odoo ERP customisation. We also understand the importance of retaining the upgradability of your Odoo ERP for the future.
We begin by helping you understand the difference between Odoo ERP customisation and normal Odoo ERP package configuration. Many parameters, fields, and workflows can be configured to match your company’s requirements as part of a normal ERP implementation. But when customisation is required, we offer the level of technical sophistication needed to achieve a successful outcome and at lower costs than competing firms.
As the project progresses, we manage the customisation process by establishing clear, company-wide definition of business requirements and project controls. We identify and prioritize which functions should be added as part of the overall functionality of the existing system.
Below are some factors that Synconics help or suggest companies to fairly decide the customisation options:

Strong Process knowledge The first and foremost factor in the customisation decision is the knowledge of the existing systems and processes. If the ERP solution seekers are well versed with their existing systems and understand what exactly is needed, half the bridge is crossed.

User Friendliness Trade-off  Most companies want the ERP system to make life of an employee as easy as possible so that he can accomplish more in less time. But a line needs to be drawn in the real world as increasing customisation demands may sabotage the implementation success itself. Also a balance between ERP implementation cost and benefits needs to be charted.

The Decision Making Process: The extent of ERP software customisation is not directly proportional to ERP implementation success. It is rather a tightrope walk where a balanced decision needs to be made by considering various factors, and Synconics recommends to consider following factors:

What is the Purpose of the ERP Customisation? :

  • Identify key business problems that the customisations should solve.
  • Departmental, functional or process related Problems
  • Isolate issues that have the greatest impact on:
    1. Operational costs
    2. Performance and growth goals
    3. Non-economic factors
  • Common issues:
    1. Lack of custom reporting
    2. Workflow customisation
    3. User-interface design
    4. Specific department processes (manufacturing, inventory, finance, etc.)

What is the Business Value of the Customisation? 

  • Identify the benefits gained; from operational efficiencies to the overall impact on stakeholders and the value chain.
  • Look beyond economic gains in day to day operations. ERP customisations must contribute to overall satisfaction and buy-in of employees, customers, shareholders, vendors, etc.

What are the Adverse Effects of Customisation? 

  • Identify issues that can occur before and after a customisation
  • I.E – Interference with other key functions of the ERP system – Upgradability of customisations – ERP version compatibility – Implementation timelines – Cost vs. Benefit

How will the Customisation be Structured and Implemented? 

  • Synconics have general understanding of the development and run-time environment used to create the customisation.
  • Synconics will develop a schedule that allows time for implementation to minimize the effects it may have on business operations.

What is required once the Customisation has been implemented? 

  • Support – Implementation partner support contact
  • Servicing – Service contract
  • Training – Training sessions
  • Detailed log of the implementation from start to finish
Having a customized ERP solution means that alterations are made to the out-of-the-box ERP solution in order to perform and fully utilize a specific function or process that is unique to that business which then acts as a contributing to the overall competitive advantage of the business.
It means, Two key factors should possess to customize ERP system:
  1. Proper team structure that consists basically of a chief architecture, programmers, system analysts, QA/QC personnel’s, etc., to well manage the different aspects of the software development and implementation.
  2. Proper versioning tool to monitor the change requests and merge the program version files, to ensure the version is monitored well.
Even with robust ERP solutions such as Odoo ERP, very few organizations are able to use this software straight off the shelf, with no customization. As project teams delve into the details of the software during the implementation cycle, requests to make one or more customizations to the software are inevitable.