1
Current System Assessment
Version, edition, apps, data volume and hosting reviewed.
Why it matters: Scope and risk are known up front.
You get: An assessment report.
2
Customization Audit
Each custom and third-party module is reviewed.
Why it matters: Custom code is the main migration effort.
You get: A module-by-module plan.
3
Migration Planning
Target version, route, timeline and cutover window agreed.
Why it matters: Avoids surprises for the business.
You get: A migration plan.
4
Data Mapping
Models, fields and values mapped to the new version.
Why it matters: Protects history and reporting.
You get: Mapping and validation rules.
5
Migration Development
Modules refactored and migration scripts built.
Why it matters: Custom features keep working.
You get: Upgraded modules.
6
Test Migration & UAT
A full rehearsal on a copy, then user testing.
Why it matters: Problems are found before go-live.
You get: A signed-off test migration.
7
Production Cutover
Final migration in the agreed window.
Why it matters: Minimises downtime.
You get: Live on the new version.
8
Post-Migration Support
Monitoring, fixes and performance tuning.
Why it matters: Stabilises the new system quickly.
You get: A stable, supported Odoo.