5 Checklist To Choose The Right ERP Consulting Services for your business

If you are operating business operations manually or using multiple applications for mundane to primary business operations, e.g., payroll to tac fulfillment and employee onboarding to inter-departmental communication, then three things are inevitable:

  1. You’ll face difficulty in scaling and expanding your business.
  2. You have to manually sort discrepancies and inconsistencies from the revenue and growth reports.
  3. Customers churn because of delayed response and assistance.

Hence, the only solution that can help in mitigating these issues is Odoo ERP implementation. If you think Odoo ERP is not for you, then take a look at the following reasons.

When you’re ready to hire an ERP consultant, there are several essential elements to consider, and it’s not just about finding someone who knows ERP. This is vital, but keep in mind that this person will be working directly with you and your team, so their personalities and working methods should complement each other. To select and implement the correct ERP solutions for you, they should align their goals to those of your company.

An ERP consultant will help you save time and money while ensuring a smooth transition from your current procedures to your new, streamlined ones.

Reasons To Choose ERP System

  • Firstly, you’ll save money on manual operation and improve collaboration between teams and departments.
  • Secondly, detailed analytics and reports are free from human error. Hence you can make informed decisions backed by real-time statistics. And you can expand your business based on business trends.
  • Thirdly, it increases the productivity of your employees. Since every task will be automatically labeled with intuitive and task priority level tags, hence, you employees can priorities tasks and invest efforts in the right direction.
  • Fourth, better customer support and timely response increase customer satisfaction.
  • Fifthly, comprehensive control over inventory and warehouse.
  • Lastly, your business will be tax compliant, and proactive risk management can prevent issues from escalating.

But, there is one thing that you need to vary of. It is the credibility and market reputation of ERP consultants. And, if you find yourself in a tight spot, then it is recommended to selecting Odoo Consulting firm or Odoo CRM Consultants. 

Wanna know why? Because it will save your time and money since they offer after-service support and vertical Odoo training services.

So, if you have never consulted an Odoo Consultant or don’t have any clue as to what you need to prepare for before meeting Odoo consultants, then you have come to the right place. Here in this article, you will find 5 point checklist that will help you narrow down your search and assist you in selecting the right Odoo CRM Consultants on whom you can trust with your business secrets.

Checklist For Selecting Right ERP Service Provider

1. Business Requirements

The first thing on the checklist is mapping down the basic requirements that a business feels are lacking in its system. Usually, it includes things like a self-service portal for the customer, ticking automation, customer workflow creation, and personalization of ERP. In addition to this, you also need to identify whether you need to deploy an AI-powered chatbot or not. You can save time on manual recurring task management and customer support ticket allocation if you do.

2. Decide What You Need Technical Or Functional Consultant

After mapping down your requirement, the next step is to decide which consultant would serve as the best resource for you. And, the choice is not that difficult. You only have two options, either a technical consultant or a functional consultant. And, you can opt for both.

The only thing that you need to understand about these roles is, Technical consultants only perform the back-end codding and Odoo ERP consultation services. On the other hand, the functional consultant is skilled at making workflow and describing the workflow to either the technical consultant or to the clients. So, if you think that you can create a workflow and you need technical assistance, then you can hire the services of a technical consultant.

3. Project Scalability

The third thing on our list is project scalability. And, this is an essential thing, wanna know why? Because having detailed documentation in hand helps in measuring the improvement and compare the result with archival data.

4. Portfolio And Testimonials

The second last point on our checklist is the credibility and experience of the Odoo consultant. And the best way to determine the authenticity and credibility of an ERP consultant is by either reviewing the case studies or asking the consultant o provide at least three references.

5. Duration

The last thing you need to ask the consultant is the estimated time they need to provide a solution. Since Odoo is a cloud-based service, it requires less time to set up. And, another factor that you need to consider is how much time you can afford to run recurring business operations without a system. If the estimated time matches your need, then there is no need to wait.


Odoo ERP customization is a tough job, and the best resource for this task is a certified Odoo partner. If you are planning to go for a freelancer, then it is advised to think again. And be cautious about choosing a consultant that offers pre and post-consultation services.

Large-scale, high-cost ERP failures make for exciting news, but project failures can easily be avoided by engaging with a third-party consulting firm. Experienced consultants reduce risk and guarantee that software projects are seamlessly integrated into each client’s specific business processes. 

However, to achieve ERP success, manufacturers and distributors must choose the right partner. Any company can sell software, but the real test is putting it into action according to your individual needs, budget, and timeframe. We’ve developed a list of five of the most critical factors to consider when hiring an ERP consultant.

Meamoona Qadeer
Meamoona Qadeer
Meamoona Qadeer is a digital media expert keen to learn and write about digital media, sales, and marketing, technological development, Odoo Partners, customer engagement, and retention. Along with smart tools, applications, and gadgets for business development.
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