🟡 Weekly Pulse Wk33 — FOI Odoo Implementation
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Weekly Pulse Wk33 — FOI Odoo Implementation

Consulting Partner: Something Somewhere Consulting OPC

Coverage: From Kickoff (05 Aug 2025) to 17 Aug 2025 (Week 33).

Overall Status

⚠️ Yellow — Project set‑up and core configuration have started; pace depends on client sign‑offs, finalized master data, and role/approval decisions aligned to the proposed Implementation Plan.

Why Yellow (key dependencies):

  • Client sign‑off on FOI‑OIP‑v1.3 (marked “Required Action: Client Sign‑Off”).

  • Finalized user list & roles and PO approval thresholds per plan.

  • Clean master data (vendors, products, price lists) and BOM/RFQ samples for import templates. 

Time & Effort (to date)

  • Total hours logged (project‑to‑date): 18h 15m (08/09–08/15).

  • This week (Aug 11–17): 17h 15m across accounting setup (COA mapping/upload), data migration assistance, environment set‑up, and process mapping.

Breakdown by activity (project‑to‑date):

  • Accounting & Company Setup (incl. COA mapping/upload): 5h 35m.

  • Data Migration Assistance (master data uploads): 3h 30m.

  • Process Analysis & Documentation (workflow mapping, doc reviews): 5h 00m.

  • Project Management & Planning (incl. goals alignment): 2h 30m.

  • Environment Set‑up (Odoo v18.4): 0h 30m.

  • Master Data Review/deficit reporting: 1h 10m.

Key Work Done So Far

  • Implementation Plan prepared: Future Objects Inc. (FOI) Odoo Implementation Plan, v1.3, aligning scope, phases, and deliverables (Procurement, Inventory, Accounting, Documents, basic Sales/CRM). Pending client sign‑off.

  • Environment set‑up & initial config: Odoo v18.4 environment created; company/currency/fiscal year/tax settings initiated.

  • Accounting foundation: Chart of Accounts mapping completed and COA uploaded to production.

  • Data work: Initial master data upload and deficit report on master data quality.

  • Workflow review: Procurement RFQ→PO, BOQ/BOM handover process, and DR/billing flows reviewed vs. FOI’s process notes for Week‑33 alignment.

Current Blockers (why we’re slowed)

  1. Plan sign‑off on FOI‑OIP‑v1.3 to lock scope, deliverables and acceptance criteria.

  2. User & role matrix finalization (Management, Procurement, Accounting, Logistics/Receiving) and PO approval thresholds/cancel policy.

  3. Clean master data packs (vendors, products, price lists) and BOM/RFQ spreadsheet samples to finalize import templates.

What We Need From FOI (simple list)

  1. Approve FOI‑OIP‑v1.3 (email approval is fine).

  2. Send data packs: vendors, products, price lists (cleaned/validated).

  3. Provide 2–3 sample BOM & RFQ spreadsheets used by designers for import‑template design.

  4. Confirm user list & access roles (Management, Procurement, Accounting, Receiving) and PO approval thresholds.

Focus Next 7 Days (once unblocked) — aligned to the Implementation Plan

  • Finalize System Setup & Initial Configuration and capture in the Configuration Workbook (company, currency/taxes, fiscal year, roles/approvals). Plan §5.2.

  • Procurement (RFQ→PO) setup: approval rules, RFQ/PO templates, and cancel/void policy; produce the RFQ/PO Process Pack. Plan §5.4.

  • Supplier management: implement “blacklisted” warning on vendors; deliver Supplier Master Standards & SOP. Plan §5.5.

  • Inventory/Receiving & Returns: confirm locations and one‑step receipt; prepare Receiving/Return SOP with screenshots. Plan §5.6.

  • Data migration: finalize import templates; load sample master data for UAT. Plan §5.8.

  • Training prep: draft quick‑start guides for Procurement/Accounting (train‑the‑trainer). Plan §5.10.

Notes

  • Kickoff captured open items: RFQ template, and roles/approvals—these are baked into the plan/tasks above.