Odoo Solutions

20 Questions to Ask Every Odoo Implementation Partner Before Signing
Partner Evaluation Odoo India · April 2026
20 questions to ask every Odoo
implementation partner
before signing

Most partner evaluation processes come down to price and the demo. Neither tells you anything about what happens after you sign. Use this as your interview script for every partner call.

“We did our research. We spoke to three partners. They all sounded good.” That is the most common thing a founder says six months into a struggling Odoo implementation. They did speak to multiple partners. They did get proposals. They did compare pricing. What they did not have was a way to distinguish between partners who would deliver and partners who would overpromise.

Note on the Indian partner ecosystem

India has 500+ Odoo partners ranging from solo freelancers to large system integrators. Odoo’s official partner tiers (Ready, Silver, Gold) tell you something about certification and revenue volume — but nothing about whether the delivery team is senior enough for your project, whether their methodology will suit your business, or whether they will still be responsive six months after go-live. Two recurring failure patterns: the low-cost partner who compresses discovery and delivers a technically functional but operationally misaligned system, and the large partner who wins the deal with senior people and delivers it with juniors. Both are avoidable with the right questions asked before signing.

Category 1 — Track Record Questions 1–5
Question 1
How many Odoo implementations have you completed in India, and can you show me the list on odoo.com/partners?

Partner project counts on the Odoo website are self-reported but independently visible. A partner claiming 200 implementations whose odoo.com profile shows 12 has a credibility problem immediately.

Red flag
“We have done hundreds of projects” with no verifiable count on the official partner page.
Good answer
Directs you to their odoo.com profile with a breakdown by year and industry.
Question 2
What percentage of your last ten projects went live on or before the agreed date?

This is the most revealing single question in any partner evaluation. A strong partner can answer immediately with a number. A weak one deflects with “every project is unique.”

Red flag
Any deflection, vagueness, or insistence that timelines are “always variable.”
Good answer
A specific percentage (70–80%), with an honest explanation of why the others slipped.
Question 3
Can you share two or three case studies from businesses in my industry with a similar user count and operational complexity?

Generic case studies mean nothing. Industry-specific ones with named outcomes show the partner has solved problems similar to yours.

Red flag
Only generic case studies, or ones that describe module names rather than business outcomes.
Good answer
Named case studies with client contact details available for reference calls.
Question 4
Can I speak with two clients who went live in the last twelve months?

References from three years ago describe a different team and a different version of Odoo. A partner who cannot offer recent references either does not have them or is protecting unhappy clients from your call.

Red flag
References older than 18 months, or needing to “check with the client first” before providing details at all.
Good answer
Two or three references offered readily, with the invitation to call them without the partner present.
Question 5
Have you handled a rescue implementation — where a client came to you after a failed implementation with another partner?

This reveals whether the partner has depth to recognise and fix implementation debt, and shows what failure patterns they have seen up close.

Red flag
“We have never had a client who needed rescuing.” Either untrue or means they have never been close enough to failure to learn from it.
Good answer
Yes, with a specific example of what was found, what was fixed, and how long it took to stabilise.
Category 2 — Delivery Team Questions 6–10
Question 6
Who specifically will work on my project: names, experience levels, and Odoo certification status?

Large firms win deals with senior people in the room and deliver with juniors on the keyboard. Asking for names before signing creates accountability. If the partner cannot name the team, the team has not been allocated.

Red flag
“We will assign the best team for your project” without naming anyone.
Good answer
Named functional consultant, technical developer, and project manager — each with experience and certification stated.
Question 7
Will the same team be available for post-go-live support, or does the project hand over to a different support team?

The people who built the system understand its design decisions. A handover to a support team not involved in implementation means every issue requires re-explanation of context.

Red flag
“Our support team handles post-go-live” with no delivery team involvement in handover.
Good answer
Delivery lead remains involved in support for the first 90 days, with a structured handover if it moves to a separate engagement.
Question 8
What is your implementation methodology? Walk me through what happens from contract signing to go-live, phase by phase.

Partners with a real methodology can describe it in five minutes without hesitation. Partners without one use words like “agile” without being able to say what that means in practice.

Red flag
Vague references to “agile delivery” without a concrete phase breakdown that includes discovery, UAT, and hypercare.
Good answer
A clear sequence: discovery, configuration in staging, data migration, UAT, cutover plan, go-live, hypercare — with timelines attached.
Question 9
How do you handle scope changes mid-project? Show me a sample change request process.

Partners who say “we will accommodate changes as they come” are partners who will charge you later for everything not explicitly written in the original scope.

Red flag
No written change request process, or reassurances that “we are flexible” without documenting how flexibility is priced.
Good answer
A written change request form, a defined review process, and a clear statement of how changes are priced against the original scope.
Question 10
How much time will my internal team need to commit during implementation? Be specific per role per week.

Implementations that fail often do so because the client team was not available for UAT, data validation, or decisions. A serious partner quantifies client commitment upfront.

Red flag
“We will handle everything, you just need to review at the end.” No ERP can succeed without meaningful client involvement.
Good answer
A specific estimate per role — e.g., accounts lead 4 hours/week during configuration, 2 days/week during UAT.
Category 3 — Pricing & Contract Questions 11–14
Question 11
What is explicitly not included in this proposal? List the exclusions.

The exclusions list tells you more about total cost than the quoted number. Common exclusions: data migration, custom reports, training, post-go-live support, integrations, GST configuration.

Red flag
“Everything you need is included” without a written exclusions list.
Good answer
A written list of exclusions with a clear statement of how each would be priced if required.
Question 12
How are customisation hours priced, and how will you tell me when we are approaching the limit?

Many proposals include a fixed number of customisation hours. Once exhausted, every additional requirement is billed separately. Partners who don’t track this create budget surprises at the worst possible time — typically during UAT when you have the least leverage.

Red flag
Customisation hours buried in the proposal with no communication mechanism for tracking consumption.
Good answer
A customisation log maintained throughout the project, shared weekly, with an escalation process when 70% of hours are consumed.
Question 13
What does your annual maintenance contract cover, and what does it cost after year one?

AMC terms offered during the sales process are often more generous than what is available post-go-live. Understand the year-two cost before signing.

Red flag
AMC pricing not available at proposal stage, or offered as a percentage of implementation cost without specifying inclusions.
Good answer
A written AMC document covering response SLAs, included hours per month, exclusions, and pricing for years one through three.
Question 14
What happens if the project exceeds the agreed timeline? Who bears that cost?

Partners who do not address this in their contract are leaving cost allocation to whoever has more leverage when the overrun happens.

Red flag
No timeline overrun clause, or a clause that assigns all overrun cost to the client regardless of cause.
Good answer
A clause that distinguishes client-caused delays (client bears cost) from partner-caused delays (partner absorbs cost).
Category 4 — India Compliance Questions 15–17
Question 15
Walk me through how you configure fiscal positions for a business that sells both intrastate and interstate. What would you set up for customer master records?

This is a technical question with a specific correct answer. Any competent Indian Odoo partner should describe the intrastate and interstate fiscal position setup, how GSTIN-based state code detection works, and how it maps to CGST/SGST versus IGST on invoices.

Red flag
Vague answer about “GST being handled automatically by Odoo” without explaining the fiscal position mechanism.
Good answer
Clear explanation of fiscal positions, GSTIN state code detection, and verification during UAT with a batch of test invoices reviewed by the client’s CA.
Question 16
How do you configure e-invoicing for a business above the ₹5 crore threshold? Which GSP do you use, and have you done the NIC portal API setup before?

E-invoicing configuration is specific and procedural. Partners who have done it before describe it fluently. Partners who haven’t use vague language about “integration with the government portal.”

Red flag
“Odoo has built-in e-invoicing so it will work automatically.” It does not — it requires deliberate GSP credential configuration and sandbox testing.
Good answer
Step-by-step description of the NIC API setup, which GSP they use, and confirmation of sandbox testing before go-live.
Question 17
How do you handle TDS configuration in Odoo, and do you involve the client’s CA in validating the setup before go-live?

TDS in Odoo requires section code mapping at the chart of accounts level, threshold alert configuration, and understanding that TDS is calculated on taxable value — not the GST-inclusive total.

Red flag
“TDS is handled through a simple configuration in settings.” It is account-level, not settings-level, and requires CA involvement to validate.
Good answer
Account-level section code mapping described correctly, plus CA sign-off as part of their standard UAT checklist.
Category 5 — After Go-Live Questions 18–20
Question 18
What does your hypercare period look like? How long is it, what is included, and when does it end?

The first 90 days after go-live are the highest-risk period. Partners who define hypercare clearly with daily check-ins, issue SLAs, and adoption metrics are partners who plan for success.

Red flag
“We are available after go-live for any issues” without a defined structure, duration, or included scope.
Good answer
A named hypercare period (30–90 days), daily check-ins in week one, weekly reviews through the period, and specific adoption metrics being tracked.
Question 19
How do you approach Odoo version upgrades for clients, and what is your upgrade pricing model?

Odoo releases a major version annually. How the partner designs the system today determines how expensive the next upgrade will be. Partners who write upgrade-safe code create manageable upgrades. Partners who write fragile custom code create upgrade crises.

Red flag
“Upgrades are a separate project we can quote when the time comes.” The system was not designed with upgrades in mind.
Good answer
Clear upgrade philosophy: configure first, customise minimally, document all custom modules, test upgrades in staging. Predictable pricing model.
Question 20
What do you do if my team is not adopting the system three months after go-live?

Adoption failure is the most common ERP outcome that nobody talks about in case studies. The system works technically but the team has reverted to Excel, WhatsApp, and manual processes.

Red flag
“Adoption is about change management on your side.” A partner who deflects adoption responsibility entirely has not built adoption support into their delivery model.
Good answer
Adoption metrics tracked from go-live, a 60-day usage review, a re-training offer below a defined threshold, and willingness to audit the system design if adoption issues are structural.

“The single most important data point from any partner evaluation is not the answer to any one question. It is how the partner responds when a question makes them uncomfortable.”

How to use what you hear

Discomfort handled with honesty indicates a partner worth trusting. Discomfort handled with deflection or overselling indicates a partner worth avoiding.

Ask these questions of ochre.digital too. We wrote them because we have seen what happens when they are not asked. We have built our practice around being able to answer all twenty of them clearly, with evidence. If you are evaluating partners and would like to put these questions to us, book a session. We will answer every one of them before asking anything about your budget.

Evaluate ochre.digital against all 20 questions

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