Choose a visible priority
Start with a recurring challenge: tracking orders, checking stock or bringing invoices together. Describe its effect on everyday work before looking for a technical answer.
Map the current workflow
Walk through a complete operation with the people involved. Who receives the information? Who enters it? Who approves it? Which files or documents are used? This discussion helps identify gaps and repeated data entry.
Prepare useful data
Identify the customer, supplier and product lists that need to be transferred. Clarify who can check their quality. Shared references and consistent information make collaboration easier.
Plan for user participation
The people who will work in Odoo need time to test the proposed workflows and explain what is missing. Set aside time for discussions, testing and training.
Define a manageable first step
A project can begin with a few functions. Scoping makes clear what belongs in the first stage, what will follow later and what needs to be achieved before moving on.
Good preparation is not about writing a long technical document. It is about sharing a clear understanding of the problem and the expected outcome.