Customer Point of Contact - A Must Have Critical Role for Successful ERP Implementation

Posted on 3 May, 2024 by
Customer Point of Contact - A Must Have Critical Role for Successful ERP Implementation
Emipro, Bhavika Khetani


A successful Odoo ERP Implementation means client satisfaction and harmonious synchronization between inter-departmental processes. To deliver successful ERP deployment, the implementing Odoo partner must ensure seamless collaboration with the client, meeting all their needs and expectations.


A Point of Contact (PoC) is a chosen champion from the client’s ranks, an executive aware of the ins and outs of the business. They act as a bridge between the client and the service provider, ensuring clear communication and alignment of objectives.

Stages of Odoo Implementation Where POC Plays a Crucial Role

The role of a Point of Contact (PoC) in ERP is crucial for the project's success. This individual acts as the liaison between the organization implementing Odoo and the Odoo implementation team. The PoC is significant in facilitating communication, coordinating activities, and ensuring the smooth implementation process.

Pre-implementation Phase

The journey of custom ERP implementation begins with a comprehensive understanding of the client business's unique requirements. Here, the role of PoC involves: 

  • Meticulous information gathering
  • Aiding implementation planning
  • GAP fit analysis

The point of Contact in ERP is responsible for outlining and conveying the business requirements, objectives, and expectations to the provider of the Odoo implementation services. The pre-implementation stage is crucial for setting the project's foundation, with the PoC ensuring that all parties clearly understand the goals and timelines.

Implementation Phase

As the project moves into the implementation phase, the PoC's role becomes increasingly significant. They need to: 

  • Oversee all the tasks
  • Collect and offer timely feedback during various project phases to ensure iterations
  • Organize training and address user questions
  • Ensure timeliness of the project milestones 

PoCs ensure the technical team understands all the business processes for custom ERP implementation and aligns with the organization's operational workflows and practices. In this task, the PoC's oversight ensures adherence to the project's scope and timeline.

Post-implementation Support

After the Odoo system goes live, the PoC focuses on post-implementation support. This includes:

  • Ensure smooth adoption: PoC assists the implementation team in helping users adopt the new technology smoothly. They ensure individuals in different departments understand their part in the system, get users' questions addressed, and manage resistance to change by highlighting the new system's benefits and improvements.
  • Addressing feedback: The PoC is critical in monitoring the implementation, gathering initial feedback, and coordinating with the service provider to resolve immediate issues. They ensure that support is available to users during this critical phase to address any challenges promptly.
  • Facilitating continuous improvement: PoCs work with the Odoo team to prioritize and implement changes or enhancements for business process optimization with Odoo. They may coordinate additional training, updates, and customizations as required as the ongoing liaison between the organization and the Odoo support team.

The PoC plays a key role in ensuring that the ERP system evolves in line with the business's changing needs, maximizing the return on investment in Odoo ERP.

Benefits of Having a Dedicated POC

The benefits of having a dedicated PoC in an Odoo ERP implementation project cannot be overstated. A dedicated Point of Contact (PoC) or Single Point of Contact (SPoC) brings significant benefits to any project or business operation, streamlining communication, enhancing customer satisfaction, and improving operational efficiency. Here are the main benefits of an appointed PoC in ERP project management: 


  1. Streamlined Communication and Efficiency: A point of contact in ERP simplifies the process of inquiry processing. Having a single point for all communications eliminates the need for multiple contacts for different issues, ensuring that the right information reaches the right person immediately. Additionally, it eliminates the risk of miscommunication,  ensuring timely solutions to customer inquiries or problems and building trust. This coordination helps speed up information flow and inquiry processing, which is critical in dynamic environments like Business Process Outsourcing (BPO) and advisory services​​.

  2. Knowledge Consolidation and Accountability: In Odoo ERP implementation, having a single knowledgeable representative for the client means that this representative has a comprehensive understanding of the customer's objectives, needs, and overall service requirements. The representative's deep knowledge of the customer's business enables them to develop strategies that best meet their needs​​. 

  3. Increased Operational Effectiveness: Consolidating knowledge and responsibility in a single representative leads to more effective decision-making and operational actions. This person's comprehensive understanding of the project or customer needs allows for tailored strategies that directly address pain points and opportunities, thus driving better business outcomes.

  4. Enhanced Problem-solving and Creativity: Organizations can foster a more creative and effective problem-solving environment with a unified approach and a shared goal facilitated by a PoC. This is because everyone in the Odoo implementation team, directed by the PoC, works towards a common objective, encouraging innovative solutions and strategies in the client and the project's best interest​​.

The Final Take

The success of Odoo ERP implementations largely hinges on the effectiveness of the Point of Contact in ERP. This role is integral in ensuring that the project stays on course, meets its objectives, and adapts to the evolving needs of the business. Businesses seeking robust ERP solutions should consider the critical role of a PoC in achieving a successful ERP deployment.


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