This week, we were back in action, once again participating as sponsors at the Odoo Roadshow in Guadalajara, where our CEO, Nhomar Hernándezshared valuable strategies to successfully lead companies towards digitalization using Odoo.
But why is digitalizing with Odoo a necessity for Mexican companies?
Digitalization is a growing trend that allows companies to stay relevant in the competitive business environment. In this sense, Mexico has a competitive advantage throughout the Spanish-speaking region, being a pioneer in digitalizing taxes, electronic invoicing, and creating standardized formats, among others.
At Vauxoo, we recognize the need to leverage Mexico's advances in fiscal matters. We developed one of the first localizations in the country, which we later made freely available in the market. This localization is now a part of Odoo and exemplifies our commitment to research and development.
To stay ahead and make the most of official technological tools, an Enterprise Resource Planning (ERP) like Odoo enables you to quickly adapt to the fiscal changes defined by the law year after year.
What is the key to successful company digitization?
As Odoo partners, we understand that digitalization is essential not only for existence but also for thriving in the market. After numerous ups and downs, we defined an 8-step strategy that helps companies embark on their digitalization journey with this ERP.
To develop the Vauxoo strategy, we combined Odoo's implementation methodology with academia (using Kotter's steps for organizational change) and the experience of our team working with clients from different industries and nationalities. This effort led us to the Science of Change Management, consisting of the following 8 steps.
1. Establish a Clear Sense of Urgency
Explain to your team why you are changing ERPs or why you are starting with one. Tell them why you chose Odoo and why it is essential.
2. Assemble the Right Team
Select your team carefully, hire wisely, and keep only the best. Designate qualified individuals to implement the ERP and to be the contact with the partner. Preferably, choose someone who knows your company inside out to establish a proper connection between teams.
3. Manage Expectations
You and your company's managers and opinion leaders should explain to your team what they will gain with Odoo, when the change will take place, and why it is necessary. Announcing "we're going to implement Odoo and processes will change tomorrow" will generate friction within your company.
4. Communication
Information is the best weapon to combat resistance to change. Communicate effectively with your team, establish your communication strategy so that everyone understands what will change, when, and why this is the best way to do it.
At Vauxoo, we work with our marketing team to inform the company of upcoming changes, design the project's ecosystem, and create its visual identity, taking the necessary time to ensure a smooth transition.
5. Training and Education
Odoo is easy and intuitive to use, but investing time in training one of the best elements within your company to be the link between the company and the partner ensures that they can adequately inform us about any technical incidents and resolve functional issues and doubts within your own team.
6. Quick-wins
Setting short-term goals provides certainty to your team that the project is moving in the right direction. These quick-wins keep both your team and ours motivated on the path to the ultimate goal.
7. Consolidate Successes, Evolve, and Start Again
Show your team what they have achieved, evolve, and start again. Remember that a project has several phases of iteration, and accepting changes and restarts in the best way will streamline processes.
8. Embrace Odoo as Part of Your Culture
The culture of open-source, of understanding that everything is modifiable and adaptable and that sharing findings can only lead to joint growth, is part of Odoo's culture. At Vauxoo, we can tell you that embracing this culture has only led us to grow year after year.
But that's not all. Our team's ability to transcend industrial standards has been key to leading successful cases in various sectors, from education and government to hospitality and healthcare. It's the personalized approach and attention to every detail that has allowed us to build strong relationships with high-value clients.
Until now, these 8 keys to digitizing companies using Odoo and our organizational culture have allowed us to retain 99 percent of our clients, increase the number of employees, and continue to be awarded as the best Odoo partners in Latin America.