Preparing for the Odoo migration before April 2026 is essential due to upcoming changes in support policy and license price increases. As a user company, you face a strategic choice: maintain your current system or upgrade to a newer version. A simple observation is therefore not enough: it is necessary to analyze all the operational, financial and organizational impacts that an update or maintenance can entail.
In our previous article on New Odoo support policy planned for 2026. We had presented the surcharge applicable to older versions and explained what technical support covers.
Discover in this article how to anticipate the migration to avoid additional costs and guarantee the stability of your Odoo system.
I. Diagnosing your Odoo environment before any migration
To anticipate the 25% increase, it is necessary to establish a complete diagnostics of your Odoo system.This latter should make it possible to identify not only the technical state, but above all the operational and financial impacts of a migration or maintenance on the current version.
1. Evaluate the current version in use and its suitability (prepare for the Odoo migration)
It all starts with analyzing the current version of your Odoo system. This step helps determine if your ERP still meets the company's strategic needs. It involves identifying the age of the version in use, comparing the available features with those of recent versions, and verifying whether performance and security remain suitable for business objectives.
Depending on your hosting setup, the process differs slightly: for Odoo Online or Odoo.sh, the migration takes place in the cloud, using a test environment that simulates production. For an on-premises installation, the IT team performs the migration using the official tools. In all cases, the approach remains the same: test first, secure later.
2. Identify the critical processes and their uses
Analyzing business processes is essential to understanding where risks lie: invoicing, procurement, production, or financial reporting. Highly customized processes can complicate migration and generate additional costs, while standard functionalities are easier to adapt.
In parallel, it is crucial to measure the level of dependence on custom modules and external integrations, as these dependencies influence the planning and security of the migration. Understanding these elements also allows teams to prepare, minimizing disruptions and ensuring business continuity.
3. Analysis of operational performance and risks
Simulating a migration on a copy of the database allows you to:
- Verify that the critical modules (accounting, invoicing, analytical reporting) are functioning correctly.
- Validate the compatibility of standard and custom modules.
- Detect potential anomalies before going into production.
Once the simulation is validated, the migration can be launched in production with the teams prepared, guaranteeing the Continuity of operations:,the risk limitation and a clear vision of the resources and timeframes required. This approach provides the CFO with a reliable basis for deciding between maintenance or migration.
4. Functional and organizational audit
Finally, the diagnosis must be transformed into data-driven and strategic decision-making basisA structured audit allows us to present to managers the strengths, weaknesses and risks associated with each scenario: staying on the current version or migrating.
Key elements include:
- An analysis of business processes (accounting, sales, purchasing, production, reporting).
- Assessment of the alignment between current needs and available functionalities.
- Identify potential long-term savings in the event of migration: simplified maintenance, increased productivity, reduced interruptions.
Planning the necessary budget and justifying the investment to management.
5. Prepare a basis for financial decision-making
Identification of critical dependencies between modules and processes.
Compare the cost of the license surcharge with that of a complete migration.
Identify potential long-term savings in the event of migration: simplified maintenance, increased productivity, reduced interruptions.
Assess the impact on the company's overall strategy: growth, digital transformation, compliance.
II. Planning the migration: a structured approach
Planning is the strategic step that transforms the diagnosis into a concrete decision. A successful migration is not limited to the technical aspects: it involves coordination, resources, timing, and risk management.
1. Develop a clear and progressive plan
A successful migration relies on a rigorous planning.
The main steps include:
- The definition of a calendar realistic, taking into account the pace of the business;
- The preparing a test environment to simulate the migration before going into production;
- The module prioritization to migrate according to their strategic importance;
- L’involvement of the business teams from the very beginning of the plan's design.
In this sense, Baamtu is implementing a agile methodology for its partners : iterative planning, milestone tracking and continuous communication with the client.
2. Test before migrating
Pre-migration tests allow you to:
- Verify the integrity of the transferred data;
- Ensure that the specific modules are functioning correctly;
- Identify the necessary adjustments before final deployment.
3. Simulate and test the migration
For a smooth and secure transition, with minimal disruption to the business, the following will be necessary:
Replicating daily activities in a test environment.
Verify that all essential processes continue to function.
Detect and correct anomalies before production deployment.
4. Measure the financial and strategic impact
In order to make an informed, data-driven and justifiable decision, aligned with business and financial objectives, it is necessary to:
Compare the cost of the 25% surcharge with the cost of a complete migration.
Identify indirect benefits: increased productivity, simplified processes, better integration with other tools.
Evaluate the impact on the company's growth and digital strategy.
III. Supporting change for successful adoption (preparing for Odoo migration)
A successful migration is not limited to the technical aspects: it requires structured support so that teams fully adopt the new environment and the company derives a real strategic benefit from the update.
1. Train teams to take advantage of new developments
Each new version of Odoo brings improved features and new possibilities for automating and simplifying processes. To maximize the benefits, it is recommended to:
To expect training tailored to each employee's role so that they understand and use the new features.
Provide clear and concise materialsadapted to the daily reality of the teams.
Ensure a post-migration support to answer questions and adjust processes based on feedback.
2. Transforming migration into a strategic lever
Migration is an opportunity to optimize the organization and improve overall performance.
Reliability and speed of processes Sensitive tasks such as invoicing, order tracking and accounting closings become smoother and more secure.
Visibility and monitoring of indicators : improved dashboards allow managers to obtain a clear, real-time view of company performance.
Security and Compliance : Migrating to a recent version reduces the risks associated with security vulnerabilities and ensures compliance with legal and regulatory obligations.
Overall effectiveness : better integration with other tools (reporting, sales management, budget tracking), allowing for a reduction of duplicates and manual errors.
Choose Baamtu to successfully migrate your Odoo
With eighteen (18) years of experience deploying Odoo in 2025, Baamtu supports companies at every stage of the migration. This includes everything from initial diagnosis to planning, from team training to post-migration stabilization. Indeed, our approach guarantees a transition fluide, sécurisée et alignée sur les objectifs opérationnels et financiers de l’entreprise.
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