LIVE WEBINAR | Boost Sales Profits with Online Store

ERP Upgrade: What You Need to Know

Let's unlock the full potential of your business with our ERP upgrade services. With a decade of experience in ERP, Viindoo will provide you with a knowledge base of benefits, timing and process of ERP upgrade.

Upgrading your Enterprise Resource Planning (ERP) system, commonly referred to as an ERP upgrade, holds immense importance for businesses seeking to optimize operations and maintain a competitive edge. This comprehensive guide explores the crucial role of ERP upgrades, shedding light on the reasons behind their significance and providing essential insights for organizations considering this transformative process.

Why is an ERP Upgrade Important
Why is an ERP Upgrade Important?

Why is an ERP Upgrade Important?

An ERP software upgrade entails enhancing and updating your organization's existing ERP system to a newer version or incorporating new features to boost system performance. It's a crucial aspect of maintaining and evolving an efficient Enterprise Resource Planning system to meet the evolving needs of your business. Here's a breakdown of the benefits and common procedures involved in an ERP upgrade:

Replacing Outdated Systems

Outdated ERP systems can lead to performance issues, security vulnerabilities, and inadequate support. They may not align with your current and future business requirements and may lack integration with emerging technologies like Artificial Intelligence (AI) or Machine Learning (ML), limiting automation and business process enhancements. 

Moreover, outdated ERP systems can expose your business to cybersecurity risks due to outdated security features, making you susceptible to cyber threats and data breaches.

Leveraging New Features

Advancements in technology introduce new ERP systems with enhanced features and functionalities that help improve operational efficiency, enhance customer service, and drive business growth. For instance, automation features can streamline processes, saving time and costs, while data analysis capabilities offer valuable insights for informed decision-making. 

Additionally, new ERP features can optimize business processes and enhance a customer journey, such as efficient inventory management to meet customer demands promptly and maintain optimal inventory levels.

Compatibility with Cutting-Edge Technologies

Modern ERP systems are designed to seamlessly integrate with emerging technologies like Artificial Intelligence (AI), Machine Learning (ML), and cloud computing. This integration empowers businesses to automate processes, enhance decision-making capabilities, and adopt data-driven approaches to their operations. 

For example, integrating artificial intelligence into the ERP system helps businesses predict and analyze business trends, thereby formulating effective development strategies. Meanwhile, integrating machine learning automates ERP processes and improves forecasting capabilities, enabling businesses to make more accurate decisions.

Enhancing User Experience

Recent years have seen a growing emphasis on user experience in ERP systems, with modern and user-friendly interfaces enabling quick access to information, boosting productivity, and job satisfaction. Interactive features further facilitate user interaction, making ERP systems more user-friendly and convenient. 

Improving user experience reduces the time required for training new employees, boosts the productivity of existing staff, and fosters a positive work environment, ultimately enhancing employee satisfaction.

The importance of ERP Upgrade cannot be overstated in today's dynamic business landscape.

The importance of ERP Upgrade cannot be overstated in today's dynamic business landscape.

Choosing the Right Time for ERP Upgrade

The decision to upgrade an ERP system transcends mere technological considerations, assuming the role of a pivotal strategic maneuver for enterprises. It behooves organizations to exercise prudence in assessing the optimal timing for an ERP system upgrade.

Performance Improvement Needs

One of the primary reasons why businesses need an ERP Upgrade is when the current system no longer meets performance requirements. With business growth, the demand for data processing and information increases. If the current ERP system cannot cope with the processing speed and scalability to meet the demands of new operational scales, an ERP upgrade may become the optimal choice.

Incompatibility with Business Needs

As the business landscape undergoes continual transformation, organizations must adapt to stay competitive. Expansion or shifts in business models may render the current ERP system incompatible with emerging needs. Employing a mismatched system can result in managerial challenges and hindered data collection and analysis capabilities.

Security and Compliance

In today's digital age, information security stands as one of the foremost concerns demanding attention from every business entity. When the necessity arises to elevate security measures or adhere to legal regulations, the imperative for ERP upgrade becomes apparent to ensure data safety and compliance with new directives. New ERP systems typically come equipped with advanced security features, safeguarding critical business data against increasingly sophisticated security threats.

Cost Optimization and Risk Management

Efficient cost management and risk mitigation rank high on the agenda for any academic institution or business entity. When organizations seek to streamline expenses through the adoption of cutting-edge technologies and process enhancements, considering an ERP upgrade emerges as a judicious decision. Modern ERP systems offer a plethora of advanced functionalities and technological innovations, facilitating process optimization, and risk reduction, and ultimately augmenting operational efficiency and financial viability for the enterprise.

ERP Upgrade plays a key role in enhancing productivity, leading to a sustainable growth

ERP Upgrade plays a key role in enhancing productivity, leading to a sustainable growth

Understanding Viindoo's ERP Upgrade Service

Enterprise Resource Planning (ERP) software plays a vital role in organizing and managing business resources efficiently. With ERP systems gaining global popularity for their seamless integration of functions like sales management, inventory control, and financial accounting, Viindoo recognizes the importance of staying updated with the latest advancements.

Our ERP upgrade deployment consulting services are backed by over a decade of experience and in-depth knowledge of ERP software solutions. We have meticulously crafted a customer-centric upgrade process to help businesses optimize their performance while minimizing costs.

The customer-centric upgrade process of Viindoo 

Each enterprise has its own reasons for initiating an upgrade. There is no one-size-fits-all solution. Therefore, the upgrade process is designed with the client's challenge as the starting point, ensuring that you receive a perfectly tailored new system that meets the specific requirements and objectives of your business.

Customer-centric upgrade process of Viindoo

Customer-centric upgrade process of Viindoo 

The stages include:

1. Survey and Evaluation:

  • Survey: Viindoo's team of experts conducts a detailed survey of the client's current system to thoroughly understand its structure, features, and specific requirements.
  • Evaluation: Based on the survey findings, Viindoo re-evaluates the features, performance, and compatibility of the current system with the new version.

This phase holds significant importance as it directly influences the overall success of the project. Viindoo will articulate arguments supporting enhancement requests to ensure seamless compatibility during the transition to the new version. Additionally, organizations are encouraged to contribute insights on how the features of the updated version could optimize their operational efficacy. The culmination of this phase will yield a comprehensive inventory comprising upgrade modules or alternatives, alongside delineated tasks for implementation.

2. Module Upgrading and Feature Testing

This phase aims to ensure the timely execution of module upgrades and to mitigate risks of errors post-deployment onto the operational system.

  • Module Upgrading: Upon having a roster of modules and their respective tasks, the technical team will diligently proceed with the module upgrading process in a meticulously planned manner.
  • Feature Testing: Subsequent to module upgrades, systematic testing, including automated evaluations are conducted by specialized units (QA/QC, Consulting), will be executed promptly and within schedule.

3. Data Migration

The objective of this phase is to migrate either a portion or the entirety of data from the old system to the new one.

  • Data Preparation: Prior to migration, data in the current system will undergo preparation and cleansing to ensure integrity and accuracy.
  • Data Migration: Data will be migrated from the old system to the new one, ensuring no data loss and maintaining consistency.

3. Data Testing

The aim of this stage is to minimize risks, errors, and potential complications post-upgrade.

  • Verification and Validation: Following the upgrade and data migration, Viindoo undertakes thorough verification and validation processes to ensure the stability and optimal performance of the new system. Analogous to the feature testing phase, data testing encompasses:
    • Automated testing
    • Human testing conducted by specialized departments

4. Deploy

This phase marks the culmination of the ERP upgrade process, where Viindoo facilitates the transition by delivering the upgraded system and offering comprehensive user support.

  • Deploy and Support: As the final step, post the completion of the upgrade and testing phases, Viindoo will transfer the newly upgraded ERP system to your organization. Additionally, Viindoo will provide ongoing support and monitoring to ensure seamless and effective operation.
Viindoo support
Viindoo provides ongoing support and monitoring to ensure seamless and effective operation.

Viindoo aims to minimize Technical Debt in ERP upgrades 

Technical Debt refers to the additional work that needs to be done in the future due to shortcuts or patchwork in software development. Upgrading, even when not necessarily or limiting the development of new features, still incurs Technical Debt. 

>>>> Learn more at: Technical Debt: Consequences and Strategies to Reduce It

With the goal of minimizing Technical Debt as much as possible, during the upgrade process, Viindoo reassesses the necessity of custom features. If feasible, Viindoo recommends clients leverage existing features. This not only reduces the risk of Technical Debt as mentioned above but also reduces costs for clients in subsequent upgrade cycles.

Viindoo aims to minimize Technical Debt in ERP Upgrade

Viindoo aims to minimize Technical Debt in ERP Upgrade

Reduce errors through the use of various testing methods.

The ERP upgrade process necessitates the implementation of multiple testing stages to mitigate potential risks effectively. Analogous to the developmental phase aimed at introducing distinctive features, the upgrading of ERP systems also mandates rigorous scrutiny through professional testing mechanisms facilitated by Viindoo's domain experts. This testing regimen encompasses various facets, notably:

  • Automated testing utilizing the runbot framework.

>>>> Learn more at: What is Automation Testing? Meaning, Types, and Process

  • Comprehensive feature testing to evaluate the functionality and integrity of the upgraded system.
  • Business/user testing, which involves assessing the system's usability and alignment with organizational requirements and end-user expectations.

>>>> Learn more at: The Importance of Software Testing

Transparent pricing for all

Viindoo demonstrates a commitment to fostering transparency and clarity in its pricing policies. Given the inherent complexity and variability inherent in ERP systems, which often encompass a blend of standard functionalities and bespoke features tailored to individual enterprise needs, the pricing structure for upgrade services is meticulously structured. Specifically, this structure comprises:

  • A custom code upgrade fee, quantified on a per 1000 lines of code basis, reflecting the intricacies involved in modifying and enhancing bespoke functionalities.
  • A data migration fee, assessed on a per database unit basis, acknowledging the complexity of transferring data across disparate systems and platforms.

Which ERP system does Viindoo specialize in?

Backed by over a decade of consultancy proficiency in deployment, feature augmentation, and the enhancement of Odoo systems, Viindoo stands poised to deliver ERP upgrade services imbued with competitive attributes. 

Such services are geared towards empowering your business to continually elevate its technological infrastructure, progressively embracing novel functionalities, and amplifying operational efficacy. Our track record speaks volumes, as we've consistently delivered exceptional results for numerous organizations.

Odoo Upgrade Service

What's about other ERP system?

If you're tired of the complexity, rigid features, and lack of customization and scalability capabilities in your current ERP system, it might be time for a change. Contact Viindoo when you're ready to upgrade to an easy-to-use, flexible, and cost-effective ERP solution. We're here to help you make the transition smoothly, ensuring your business operates efficiently with the right tools in place.

Implementation & Consultancy Service

Consulting, orienting the implementation, training on using Viindoo Software to manage your Business.

Learn more

Implementation & Consultancy Service


When searching for a suitable ERP upgrade service provider, there are several important criteria to consider:

  1. Experience and Expertise: Ensure that the provider has extensive experience and deep knowledge of the specific ERP system you are using. Review their previous projects and consider feedback from past clients.
  2. Customization Services: Check whether the provider offers customization services, especially if you have specific requirements or complex features that need to be integrated into the system.
  3. Upgrade Process: Identify their upgrade process and ensure that it aligns with the needs and goals of your business. The process should include stages such as assessment, analysis, deployment, and post-deployment support.
  4. Flexibility and Adaptability: Ensure that the provider can accommodate your business's unique requirements and has the ability to adapt to changes or additional requests in the future.
  5. Support Services: Check if they provide post-deployment support services and what their support policies entail. Since an ERP system requires regular maintenance and updates, reliable support services are crucial.
  6. Performance and Cost: Evaluate the performance and cost of the service compared to other providers in the market. Ensure that the cost is reasonable and fits within your business's budget while not compromising on quality.
  7. Customer Feedback: If possible, seek feedback from previous clients to gain a better understanding of their experience working with the ERP upgrade service provider.

In summary, selecting the right ERP upgrade service provider is crucial to ensure that the upgrade process is smooth and brings long-term benefits to your business.

Can Viindoo ensure security and compliance with legal regulations during the ERP upgrade process?

Viindoo commits to ensuring security and compliance with legal regulations during customers' ERP upgrade processes. Here are some measures Viindoo implements to ensure this:

  1. Security commitment to customer data with Viindoo, its employees, and the company.
  2. Access permissions management for customer data and systems.
  3. Configuration of optimized security settings.

These measures underscore Viindoo's dedication to maintaining the integrity and security of customer data throughout the ERP upgrade process.


Comprehending and effectively implementing the requisite knowledge concerning ERP upgrades transcends mere advantage, constituting an indispensable stride towards ensuring the sustained stability and advancement of your enterprise within an ever-intensifying business milieu. 

Furthermore, it's important to highlight that Viindoo takes a thorough approach when assisting enterprises considering upgrades from other ERP solutions. This involves carefully examining your organizational processes alongside your current ERP software. By doing so, Viindoo provides personalized guidance to ensure the most effective transition and upgrade efforts.

ERP Upgrade: What You Need to Know
Rachel Vu April 1, 2024

What is Automation Testing? Meaning, Types, and Process
Everything you need to know about Automation Testing, including definitions, benefits, common types, and how Viindoo implemented it in software development.