Practical templates, checklists, and reference sheets built from real Odoo deployments in Bangladesh. 14 of them are ready-to-use Excel and Word files. Download, adapt, and use them on your next project.
Ready-to-use files with dropdowns, formulas and Bangladesh-specific examples. No sign-up. Each one links to the Lab article that explains the method.
Objective, measurable success criteria, scope in/out, milestones, budget, governance, change control and sign-off.
Context, objectives, as-is processes, MoSCoW requirements, Bangladesh compliance, reports, non-functional needs and sign-off.
Numbered requirements with priorities; vendors mark Native / Workaround / Customisation and the summary scores each proposal.
The 7-section request for proposal: scope, compliance, technical, commercial, vendor qualifications, method and evaluation.
14 weighted criteria scored for up to 3 vendors, red-flag disqualifiers, pre-qualification and reference-check questions.
Five benefit categories, 3-year TCO with contingency, ROI, payback and a draft executive summary.
Step-by-step current and future process, pain points, Odoo feature and Fit / Workaround / Gap, with a fit-rate summary.
5 phases with auto-drawing Gantt bars, RACI matrix and a go-live decision checklist.
The 40-item Excel → Odoo checklist, Bangladesh master-data checks (BIN, TIN/TDS, physical stock) and a reconciliation sheet.
12 Bangladesh-specific sample cases (TDS, VDS, landed cost, 6.3, payroll), defect log with S1–S4 and an exit summary.
Role × module depth matrix, session schedule (with language) and per-user practical sign-off.
Role × app access levels, record rules and approval limits, user register and quarterly access review.
Every Mushak form mapped to Odoo, VAT accounts, tax set-up tests and common errors, updated for quarterly returns and 9.1.1.
Severity SLAs, L1–L3 tiers, issue log with a daily summary, first month-end close and exit criteria.
Full project charter covering scope, stakeholders, timeline, budget, and sign-off. Opens any ERP engagement on the right foot.
→ TemplateStructured requirements document template with functional/non-functional sections, priority scoring, and stakeholder sign-off.
→ TemplateRole-based training schedule with session structure, trainer notes, and assessment criteria for end-user onboarding.
→ TemplateComplete request-for-proposal structure with weighted evaluation criteria and a red-flag checklist to pick the right partner.
→ TemplateROI framework and executive presentation template to get budget approval for an Odoo implementation in Bangladesh.
→ TemplateReady-to-edit BPMN diagrams for procurement, production, quality, and dispatch — mapped to Odoo module boundaries.
→40-item checklist field-tested across 5 manufacturing go-lives. Covers data cleaning, mapping, import order, and validation.
→ ChecklistFull pre/post migration checklist covering master data, opening balances, historical orders, and go/no-go criteria.
→ Checklist30-day hypercare checklist with daily/weekly support cadence, issue triage criteria, and sign-off milestones.
→ ChecklistBattle-tested user acceptance testing script with pass/fail criteria, tester instructions, and defect logging format.
→Side-by-side comparison of AVCO, FIFO, and standard price — when to use each, journal entries, and landed cost treatment.
→ CheatsheetEvery Mushak 6.3 field mapped to its Odoo source: invoice lines, tax groups, BIN fields, and challan sequence setup.
→ CheatsheetQuick-reference guide for user groups, access rules, record rules, and multi-company access in Odoo 17/18.
→Phase-by-phase roadmap from discovery to hypercare — with week-by-week task breakdown and stakeholder milestones.
→ GuideHow to document current-state processes and design the future-state configuration before a single screen is touched.
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