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Newno La agencia End to End, S.L.
Newno La agencia End to End, S.L.

A phased migration from Odoo 16 to 17 and 18 with continuity in accounting and CRM

A planned migration in two steps (16→17→18) to keep Newno's ERP on current versions, ensuring continuity in critical processes—accounting, CRM, and custom modules—and modernizing the ecosystem with fewer legacy dependencies and a more stable base for growth.

Odoo Finance, control and riskData and technology
A phased migration from Odoo 16 to 17 and 18 with continuity in accounting and CRM
10–25%
less recurring effort for support and minor changes (estimated)
10–20%
improvement in handling times for recurring CRM tasks (estimated)

Challenge

Newno had the opportunity to evolve its Odoo environment to strengthen its reliability and its capacity for change, with two significant constraints:

  • Accounting as the operational core, requiring maximum continuity (closings, reconciliations, financial reporting).
  • A highly customized ecosystem: numerous custom modules that required manual migration and exhaustive functional validation.

In addition, there was a sizable base of OCA community modules that the team decided to remove in order to simplify the ecosystem, reduce complexity, and improve maintainability in the medium term.

Solution

  • Impact assessment and version-by-version planning: a 16→17→18 roadmap to reduce risk and make stage-by-stage validation easier.
  • Streamlining the ecosystem: identifying and retiring nonessential OCA modules in an orderly way, replacing their functionality with standard options or sustainable equivalents.
  • Manual migration of customizations: adapting the company's own modules, ensuring compatibility, and preserving the processes that set the business apart.
  • Quality assurance: regression testing focused on critical flows (accounting and CRM), data integrity checks, and validation with key users.
  • Controlled rollout and adoption: change windows with reinforced support, user guidance, and post-go-live stabilization.

Results

  • Greater technology sustainability by reducing the ecosystem's dependencies and complexity (retiring non-critical community modules), enabling more agile evolution: an estimated 10–25% reduction in the recurring effort for support and minor changes.
  • Continuity in financial processes thanks to a phased migration and accounting-specific validations.
  • More efficient sales operations by stabilizing key CRM flows and the consistency of their data: an estimated 10–20% improvement in handling times for recurring tasks.
  • A foundation ready to scale: a more standardized, maintainable platform with less friction when adding new improvements and automations.

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