How to Change Your Odoo Technology Partner

Choosing the right Odoo partner is crucial for the success of your ERP implementation. However, what happens when the collaboration with your current partner doesn’t meet expectations? Delayed timelines, lack of technical expertise, communication gaps, or misaligned goals can leave your Odoo project hanging in uncertainty. If you find yourself in such a situation, it may be time to consider switching to an Odoo partner.

This blog provides a step-by-step guide on how to transition your Odoo technology partner, ensuring minimal disruption and maximum project continuity. Whether you’re midway through development or stuck post-deployment, this guide will help you navigate the switch smoothly.

Signs You Need an Odoo Partner Switch

Before initiating the transition, assess whether a switch is necessary. Here are key red flags:

• Missed deadlines and prolonged delays
• Inadequate customization or technical capability
• Poor support and post-implementation services
• Lack of transparency in communication
• Failure to understand your business processes

If these challenges persist despite efforts to resolve them, it’s time to consider an Odoo project rescue.

Step-by-Step Guide to Switching Your Odoo Partner

1. Evaluate Your Current Project Status

Start by auditing your current Odoo setup. Document what has been completed, what’s pending, existing customizations, module configurations, and known issues. This baseline is essential for the next partner to assess your project’s condition accurately.

You may need help from a professional Odoo software project rescue team to perform this audit if internal clarity is lacking.

2. Secure Your Data and Access

Before you end the contract with your current partner, ensure that you:

• Have full admin access to your Odoo instance.
• Possess backups of your Odoo database and codebase.
• Retrieve all documentation, credentials, and licenses.

This will prevent any potential data loss and ensure a smooth transition to the new partner.

3. Shortlist a Reliable Odoo Partner

Look for an experienced Odoo project rescue company like Ksolves that has a proven track record in handling mid-project transitions and rescue operations. Key things to evaluate include:

• Experience with different Odoo versions and modules
• Capability to fix broken or half-done customizations
• Strong communication and agile project management
• Certified Odoo developers with real-world expertise

Request case studies or references from clients who made a successful switch.

4. Share a Detailed Handover Brief

Once you finalize the new partner, share all technical and business documentation available, including:

• Project goals and KPIs
• Completed work logs
• Pain points with the previous partner
• Current hosting setup and infrastructure details

A clear handover will help the new team hit the ground running and avoid repeating previous mistakes.

5. Establish a Rescue Plan and Timeline

Your new Odoo partner should prepare a detailed Odoo project rescue roadmap, covering:

• Audit findings and gap analysis
• Risk factors and mitigation strategies
• Timeline for recovery, bug fixing, and enhancements
• Communication and escalation matrix

This ensures alignment between both parties and clarity on the next milestones.

6. Maintain Open Communication

During the rescue and transition phase, communication is key. Schedule weekly check-ins, use project management tools for updates, and keep stakeholders informed. Transparency from both sides reduces risks and builds mutual trust.

7. Learn and Document

Post-rescue, invest time in documentation and internal knowledge transfer. This will future-proof your system and help avoid similar issues down the line.

Why Choose Ksolves for Odoo Project Rescue?

At Ksolves, we specialize in salvaging troubled Odoo implementations. As an Odoo Gold Partner and leading Odoo project rescue company, we’ve helped global clients recover lost time, restore functionality, and realign their ERP goals. Whether you’re looking for a complete Odoo partner switch or need a quick fix for critical failures, our team is equipped to take over seamlessly.

Our certified Odoo experts can:

• Diagnose and fix code-level errors
• Optimize workflows and integrations
• Provide continuous support and training
• Deliver scalable solutions tailored to your business

How Ksolves Does This Transition?

Our Proven Transition Process

Switching Odoo partners doesn’t have to be risky. Our structured Odoo software project rescue approach minimizes disruption and accelerates recovery:

Step 1: Partner Change with Odoo

Approximate Completion Time: 2–7 days (depending on Odoo’s response)

• The client initiates a partner change request by either raising a support ticket or emailing their Odoo Account Manager, keeping Ksolves copied (CC).
• Use the official Odoo Partner Change Link.
• This step transfers the Odoo license to Ksolves and adds us as a collaborator.
• A joint meeting with Ksolves, the client, and the Odoo Account Manager may be required.

Step 2: Collection of Technical Requirements

Documents/Details Required:

• Business Process Documentation (BRD, flowcharts, scope)
• Odoo Database Access & Version Details
• API Integration Documentation
• Hosting Access & Deployment Specifications
• Code Deployment Strategy (GIT, CI/CD info)
• 3rd-Party Integrations Documentation

Step 3: Initial Audit

We conduct a thorough review of:

• Odoo setup & configurations
• Custom modules
• Integration logic
• Performance bottlenecks
• System pain points

Step 4: Strategy Development

Based on the audit, we create a tailored transition and rescue roadmap which includes:

• Risk mitigation strategy
• Upgrade/migration paths
• Code and architecture alignment
• Role allocations and sprint planning

Step 5: Data & Code Migration

Secure and compliant migration of:

• Databases
• Custom modules
• Configuration settings
• Source code repositories (GIT)

Step 6: Team Deployment

We deploy a specialized team:

• Certified Odoo developers
• Experienced QA engineers
• Functional consultants

Roles are mapped to phases defined in the strategy plan.

Step 7: Rescue Execution

Execute the roadmap:

• Fix critical bugs
• Optimize workflows and processes
• Restore and enhance system functionality
• Realign the project to business goals

Step 8: Ongoing Support & Monitoring

Post-rescue services:

• Odoo admin training
• Performance monitoring
• Functional and technical support
• Enhancement planning

Conclusion

Switching your Odoo partner may feel daunting, but with a strategic approach and the right experts on your side, it can be a turning point for project success. Don’t let a stalled implementation slow down your business growth. If your ERP journey has hit a roadblock, take action now.

Looking to recover your failing Odoo implementation? Explore Ksolves’ Odoo project rescue services and bring your ERP vision back on track with confidence.