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ERP Discovery Questionnaire

A broad ERP discovery questionnaire for Odoo projects — organization structure, core processes, integrations, reporting, and success criteria.

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  • Document company structure and user roles
  • Map core business processes by department
  • List existing systems and integration requirements
  • Define reporting needs and success metrics

No signup required. Open the markdown file in any editor, or print from your browser after download.

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Business technology and software delivery