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What are the benefits of periodic reviews in erp strategy implementation?

In today’s dynamic business landscape, where agility and adaptability are paramount, a well-defined Enterprise Resource Planning (ERP) strategy serves as the backbone for streamlined operations and sustainable growth.

But just like any roadmap, an ERP strategy needs periodic reviews to ensure it continues to align with your evolving business needs and industry trends.

At Pragmatic Techsoft, a leading Odoo ERP solutions provider with a team of passionate experts, we understand the importance of continuous improvement in the ERP realm. 

Our Odoo specialists possess in-depth knowledge of the platform’s front-end and back-end functionalities, allowing us to deliver exceptional services in implementation, migration, customization, deployment, support and training.

This blog delves into the significant benefits of conducting periodic reviews in your ERP strategy, highlighting how they can optimize your Odoo system and empower your business for long-term success.


As your business scales and encounters new challenges, your initial ERP goals and functionalities might not always suffice. Here’s where periodic reviews become instrumental :

1) Evolving Needs : Your business is constantly evolving. New product lines, expanding customer bases or revised regulations can necessitate adjustments to your ERP system. Periodic reviews help identify these evolving needs and ensure your ERP adapts accordingly, maintaining optimal efficiency.

2) Technology Advancements : The ERP landscape is constantly innovating. New features and functionalities emerge regularly, offering enhanced capabilities. Periodic reviews allow you to stay updated on these advancements and leverage them to optimize your Odoo system, maximizing its potential.

3) Improved User Adoption : Over time, user behavior and preferences can change. Reviews enable you to assess user adoption rates and identify areas for improvement. You can then tailor the system to better suit user needs, leading to increased user satisfaction and improved overall efficiency.

4) Cost Optimization : Unidentified inefficiencies within your ERP system can lead to unnecessary costs. Periodic reviews help uncover these inefficiencies, allowing you to streamline processes and optimize resource allocation, ultimately reducing operational expenses.


Odoo, an open-source ERP solution renowned for its scalability and customizability, offers a plethora of benefits when it comes to periodic reviews. Here’s how :

  • Modular Design : Odoo’s modular architecture allows you to easily review and adjust specific functionalities without impacting the entire system. This facilitates targeted improvements based on your evolving needs.
  • Open-Source Advantage : Odoo’s open-source nature grants you access to a vast developer community. During reviews, you can leverage this community’s expertise to identify best practices, discover custom modules and implement targeted optimizations for your Odoo system.
  • Continuous Updates : Odoo releases regular updates with new features and bug fixes. Periodic reviews ensure you stay updated with these enhancements, allowing you to continuously improve your system’s performance and functionality.

For instance, Odoo 17 introduced significant improvements in areas like reporting, automation, and mobile accessibility. A periodic review can help you identify how to leverage these advancements within your specific ERP strategy.


Here’s a step-by-step approach to ensure your periodic reviews are impactful :

  1. Define Review Goals : Clearly outline the objectives of your review. Are you focusing on user adoption, cost optimization or identifying new functionalities? Having defined goals ensures a focused and productive review process.
  2. Assemble Your Review Team : Create a team with representatives from various departments who actively utilize the ERP system. This diverse perspective provides valuable insights from different areas of operation.
  3. Data Collection & Analysis : Gather relevant data on system usage, user feedback and performance metrics. Leverage Odoo’s built-in reporting tools or consider creating custom reports to gain deeper insights.
  4. Identify Areas for Improvement : Analyze the collected data to pinpoint areas where your ERP system can be optimized. This could involve underutilized functionalities, inefficient processes, or gaps in functionality.
  5. Develop an Improvement Plan : Based on your findings, create a concrete plan for improvement. This plan might involve system customization, user training initiatives or implementing new functionalities offered by Odoo 17.
  6. Implementation & Monitoring : Put your improvement plan into action. Continuously monitor the impact of these changes to ensure they are driving the desired results.

Odoo 17 offers several features that can significantly enhance your periodic review process :

  • Improved Reporting : Odoo 17 boasts a revamped reporting engine with a user-friendly interface and drag-and-drop functionality. This allows you to easily create custom reports tailored to your specific review goals, providing deeper insights into system usage and performance.
  • Advanced Automation Capabilities : Odoo 17 introduces powerful automation tools that can streamline data collection for your reviews. You can automate tasks such as generating user activity reports or tracking system performance metrics, saving valuable time and resources during the review process.
  • Enhanced Mobile Accessibility : With Odoo 17’s focus on mobile responsiveness, you can access key ERP functionalities and reports on the go. This facilitates on-site reviews and allows decision-makers to stay informed and involved throughout the process.

By incorporating periodic reviews into your ERP strategy, you ensure your Odoo system remains aligned with your evolving business needs and industry trends.  

These reviews empower you to :

  • Maximize ROI : By identifying and eliminating inefficiencies, you optimize resource allocation and extract the most value from your Odoo investment.
  • Enhance User Experience : Regular reviews help ensure your ERP system remains user-friendly and caters to the evolving needs of your workforce.
  • Maintain a Competitive Edge : By leveraging the latest advancements in Odoo technology, you gain a strategic advantage and stay ahead of the competition.

At Pragmatic Techsoft, we are here to help.  Our team of Odoo experts can guide you through the entire periodic review process, from initial planning to successful implementation.

Contact us today to discuss your specific needs and discover how we can help you optimize your Odoo ERP for long-term success.

Stay tuned to our website and blog for further insights on Odoo 17 features, best practices and how to leverage them to achieve your business goals.


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