
In Progress
Posted
TITLE Independent Odoo ERP Solution Architect / Owner’s Representative — CRM, CPQ, eCommerce and Operations PROJECT DESCRIPTION Seaquatic Aquariums designs and builds custom aquariums, acrylic viewing panels, life-support systems, and large commercial/public-aquarium projects. We are planning an Odoo Enterprise implementation for approximately 10 internal users. Odoo will become the central operating system for our website, eCommerce, CRM, quotations, CPQ, projects, purchasing, inventory, job costing, accounting, construction billing, and service. We already have: A consolidated ERP implementation scope containing approximately 88 requirements and 16 acceptance scenarios A functional specification and proposal from a bidding Odoo contractor An existing Zoho CRM/Zoho One environment An existing CPQ and pricing process Airtable, spreadsheets, website systems, and other operational data Defined concepts for product/SKU management, customer baskets, custom inquiries, marketing attribution, and project delivery We need an independent, senior Odoo solution architect to review everything, identify blind spots, convert the requirements into implementation-ready specifications, and act as Seaquatic’s owner-side representative during implementation. This is not a request for another implementation bid. The architect must remain independent from the bidding implementation contractor and disclose any vendor, referral, or financial relationships. USE OF AI The architect is encouraged to use AI to accelerate drafting, requirements analysis, process documentation, test-case creation, and comparison work. However, the architect remains personally responsible for inspecting the actual systems, verifying every conclusion, resolving contradictions, and ensuring the final work is technically and operationally accurate. SCOPE OF WORK Existing-System Audit Review our ERP scope, contractor functional specification, proposal, estimates, assumptions, exclusions, and requirement IDs. Inspect our Zoho environment, including modules, fields, custom modules, pipelines, workflows, Deluge scripts, permissions, reports, integrations, attachments, record volumes, and data quality. Review the current CPQ process, including engineering inputs, formulas, costs, margins, market variables, approvals, exceptions, quote generation, and manual estimating. Review relevant Airtable bases, spreadsheets, accounting data, website workflows, Google Workspace connections, telephone/call-routing process, and marketing-attribution requirements. Interview the owner and key personnel to distinguish documented assumptions from actual business practices. Identify missing requirements, conflicting requirements, unnecessary customization, vendor lock-in, migration risks, and areas incorrectly classified as native Odoo functionality. Architecture and Detailed Specification Develop or validate: Odoo application and custom-module architecture Account, contact, opportunity, quotation, order, project, and accounting relationships Standard, configurable, and custom product/SKU architecture Quotation-backed multiple customer baskets without duplicating Odoo’s transaction records Product-family-agnostic CPQ framework Automatic CPQ price, cost, margin, weight, lead-time, and output calculations Initial CPQ families for acrylic panels and approved rectangular aquariums Administrator creation of future CPQ families without developer coding Custom/specialty inquiry and custom-to-CPQ conversion workflows Website, eCommerce, portfolio/case-study CMS, portal, and checkout Visitor identity, marketing attribution, advertising click IDs, and telephone-call attribution CRM, sales, project delivery, procurement, inventory, logistics, job costing, accounting, progress billing, retainage, warranty, and service workflows Roles, permissions, approvals, audit history, security, backups, and disaster recovery Integration architecture and source-of-truth ownership Data migration, cleansing, trial migrations, reconciliation, cutover, and archive requirements Hosting, repository, custom-code ownership, documentation, and vendor-transition protections Vendor and Commercial Review Map every requirement to Native, Configuration, Studio, Custom Module, Integration, Third-Party, Deferred, or Not Met. Require the implementation contractor to demonstrate any claimed native functionality. Reconcile the complete requirements against the contractor’s price, schedule, staffing, dependencies, and recurring costs. Identify requirements that are described in the functional specification but excluded from the commercial proposal. Distinguish legitimate changes from clarifications already required to satisfy the approved scope. Review estimates for duplication, omissions, excessive customization, unrealistic effort, and hidden discovery allowances. Implementation Oversight After the architecture phase, the selected consultant may continue as Seaquatic’s owner’s representative by: Participating in design and implementation meetings Reviewing designs, backlogs, workflows, estimates, and demonstrations Monitoring requirement traceability and change control Reviewing integration and migration designs Confirming that custom modules do not duplicate native Odoo records Reviewing testing evidence and implementation documentation Overseeing trial migrations and reconciliation Helping Seaquatic prepare and execute UAT Identifying defects, incomplete work, and scope reductions Providing written recommendations to accept, reject, or conditionally accept each implementation wave EXPECTED DELIVERABLES Existing-system and data inventory Current-state and future-state workflow documentation Fit-gap, conflict, risk, assumption, and decision registers Requirement-by-requirement contractor compliance matrix Recommended Odoo architecture and module map Data model and relationship diagrams Field dictionary and controlled-status definitions CPQ rule, formula, versioning, approval, and administration specification Role and permission matrix Integration and source-of-truth register Migration and reconciliation plan Build-ready functional specifications UAT traceability matrix connecting every requirement to test cases and evidence Commercial scope and estimate reconciliation Periodic owner-representative reports during implementation Final implementation acceptance recommendation All deliverables must be provided in editable formats and become the property of Seaquatic Aquariums. REQUIRED EXPERIENCE Senior Odoo Enterprise solution architecture experience Strong knowledge of Odoo CRM, Sales, Website/eCommerce, Purchase, Inventory, Accounting, Project, Documents, Sign, Timesheets, and custom Python modules Experience designing CPQ or formula-driven configurable products Experience auditing Zoho CRM/Zoho One and planning migrations to Odoo Experience with project-based businesses, job costing, procurement, progress billing, or construction retainage Experience acting as an independent owner’s representative or reviewing another vendor’s implementation Ability to identify where native Odoo ends and custom development is genuinely required Strong written English, process-documentation, and stakeholder-interview skills Availability for video meetings with reasonable overlap with U.S. Eastern Time INDEPENDENCE AND SECURITY The initial phase is advisory and read-only; no production changes are authorized. Access will be provided securely after NDA execution. No credentials or confidential data may be shared with unauthorized subcontractors or entered into unapproved public AI systems. Any assistants or subcontractors must be disclosed and approved. The consultant must not receive compensation, commissions, or referral fees from the implementation contractor or recommended vendors. ENGAGEMENT STRUCTURE Phase 1 will be a paid, capped discovery and audit engagement. Continuing architecture and owner-representation work will be authorized based on the quality of Phase 1. APPLICATION QUESTIONS Please answer each question directly: Describe two comparable Odoo architecture or implementation-audit projects and your exact role. Have you acted as an independent owner’s representative while another company performed the development? How would you audit an existing Zoho CRM and CPQ before finalizing an Odoo design? Give an example of a significant architecture, scope, migration, or pricing problem you found before or during an ERP implementation. How do you verify a contractor’s claim that a requirement is available natively in Odoo? What would you deliver during the first 30–45 days? State your hourly rate, weekly availability, proposed cap for Phase 1, and any anticipated travel or recurring expenses. Confirm whether you or your company intend to pursue the downstream implementation work. Begin your response with the words “Owner-side architecture” so we know the complete posting was reviewed.
Project ID: 40650055
47 proposals
Remote project
Active 2 days ago
Set your budget and timeframe
Get paid for your work
Outline your proposal
It's free to sign up and bid on jobs
47 freelancers are bidding on average $65 USD/hour for this job

Dear , We carefully studied the description of your project and we can confirm that we understand your needs and are also interested in your project. Our team has the necessary resources to start your project as soon as possible and complete it in a very short time. We are 25 years in this business and our technical specialists have strong experience in Accounting, Software Architecture, Business Analysis, ERP, Inventory Management, Risk Management, Odoo, Technical Documentation, Zoho CRM, Change Management and other technologies relevant to your project. Please, review our profile https://www.freelancer.com/u/tangramua where you can find detailed information about our company, our portfolio, and the client's recent reviews. Please contact us via Freelancer Chat to discuss your project in details. Best regards, Sales department Tangram Canada Inc.
$30 USD in 5 days
7.5
7.5

I specialize in Odoo ERP implementation, equipped with expertise in architecture design, CRM, CPQ, and eCommerce. With a proven track record in similar projects, I can optimize Seaquatic Aquariums' operations effectively. I will conduct a thorough audit of current systems, identify gaps, and create actionable specifications for a seamless transition to Odoo Enterprise. By prioritizing data security and custom development needs, I aim to streamline processes and enhance user experience. My approach includes detailed documentation, transparent communication, and ongoing oversight to ensure successful implementation and long-term operational excellence for Seaquatic Aquariums. Let's collaborate to elevate your business with Odoo Enterprise.
$45 USD in 5 days
6.7
6.7

Hi, I will handle Phase 1 as an independent technical audit, not another implementation proposal. 1. I’ve worked on large ERP/SaaS platforms covering CRM, pricing, workflows, finance, reporting, RBAC and integrations. I won’t claim Odoo projects I haven’t personally delivered. 2. I have experience reviewing architecture and development decisions independently from implementation teams. 3. I’ll audit Zoho modules, fields, workflows, Deluge, integrations and data, then map the real CPQ flow from inputs/formulas through approvals and quoting into Odoo. 4. A common ERP issue I’ve found is unnecessary custom development duplicating platform capabilities, increasing cost and maintenance. 5. I’ll verify every “native Odoo” claim against the target version and require the contractor to demonstrate the actual acceptance scenario. 6. First 30–45 days: audit, fit-gap matrix, architecture/module map, CPQ specification, migration/integration plan, risk register and contractor compliance review. 7. Rate: $45/hr, 20–30 hrs/week. 8. We will remain independent and won’t pursue implementation unless Seaquatic specifically requests it later. Let’s talk over chat and discuss it over a call.
$25 USD in 40 days
5.1
5.1

With my 14+ years of experience as a full-stack developer specializing in business analysis and ERP solutions, I am highly qualified to be your independent Odoo ERP Solution Architect for Seaquatic Aquariums. As an Owner's Representative, I understand the value of finding the right person to oversee a project of this magnitude and ensuring thorough sys
$25 USD in 40 days
4.3
4.3

The hardest part of this job is integrating Odoo with your existing Zoho environment so you can phase out Zoho One, and this is the hard part because it requires careful data mapping and a phased transition plan. I will build the Odoo solution starting with the core Odoo Enterprise modules for CRM, Sales, Purchasing, Inventory, Accounting, and Project management, using Odoo's built-in CPQ for sales quotes. The eCommerce functionality will be built on Odoo's eCommerce module, connecting directly to Inventory and Sales for order fulfillment. For life support systems and custom aquarium builds, the Project module will be used for job costing and tracking, with custom fields added to capture specific project details. I will assume the 88 requirements are detailed enough to map directly to Odoo's standard features or require minimal configuration. Preferred Freelancer here, and I have not missed a deadline or gone over an agreed price yet, and this is important for your project as it means you will get the Odoo solution on time and on budget. The one thing this brief leaves underspecified is the exact data that needs to be migrated from Zoho CRM to Odoo, and I will assume we need to migrate all active customer contacts and deal history until you tell me otherwise. What is the specific cutoff date for active Zoho data migration? Once I have this, I will send back a proposed phased Odoo implementation plan and data migration strategy.
$41 USD in 7 days
3.7
3.7

As an independent Odoo ERP Solution Architect with a keen understanding of the project at hand, I strongly believe I'm the asset Seaquatic Aquariums needs to deliver an exceptional Odoo Enterprise implementation. With over five years' experience troubleshooting and bridging gaps in complex systems like yours, I have a firm grasp on how to navigate multifaceted projects while maintaining operational effectiveness. I will bring that same detail-oriented approach to identifying blind spots, converting requirements into actionable specifications, and meticulously reviewing your existing system. What sets me apart from other candidates is my proficiency in utilizing AI tools in the service of project management. Drawing on technologies like Prompt Engineering, Fine-Tuning, and Power Automate, I can streamline drafting, requirements analysis, test-case creation, and comparison work for expedited yet accurate results. However, please rest assured that while AI is a powerful resource, it shall never replace my innate ability and commitment to verify conclusions and resolve any discrepancies for the utmost accuracy.
$38 USD in 40 days
3.5
3.5

With over 8+ years of experience in diverse aspects of development like mobile, backend, service development, and database optimization, I am confident in my ability to analyze complex business requirements and architect holistic solutions. Your project's requirements transcend the boundaries of mere coding, and need an expert who understands the intricate relationships between systems while also specializing in Odoo architecture and implementation. I bring in the multi-disciplinary talent your project demands. My perennial focus on delivering scalable, efficient, and effective products aligns perfectly with your need for an independent, accountable Odoo solution architect. My background includes working with a multitude of databases (MySQL, PostgreSQL, MongoDB) and implementing AI-based processes, which will definitely expedite your requirements analysis and documentation tasks without compromising accuracy. So you can trust that every detail matters–no contradiction is left unsurfaced. Lastly, accountability is critical when managing an ERP implementation. As an individual Freelancer with no affiliations or financial ties to third-party vendors or contractors, I'm uniquely positioned to represent your best interests during this process. Contact me today so we can discuss how I can leverage my expertise to take your Odoo implementation to new highs!
$25 USD in 20 days
2.6
2.6

Owner-side architecture I'll thoroughly review your current systems and requirements to ensure a smooth transition to Odoo. I can begin by assessing the functional specifications and the existing Zoho CRM environment, identifying blind spots and areas requiring careful migration. This independent evaluation will help maintain the integrity of your implementation, ultimately aiming for a robust and streamlined ERP system tailored to your unique needs. Your satisfaction is my key priority, and I assure you that I will deliver high-quality results throughout the project. Regards, Ali
$37.50 USD in 1 day
2.1
2.1

Guten Tag, ich betreibe eine selbstgehostete Odoo 18-Instanz mit entwickelten Modulen und Erfahrung in der Anpassung von Odoo. Zudem habe ich erfolgreich bidirektionale Shopify↔ERP-Synchronisationen (Dolibarr/QuickBooks) für mein eigenes Unternehmen aufgebaut, was mir tiefgehende Einblicke in die Herausforderungen und Lösungen bei ERP-Integrationen gibt. Für Ihr Projekt schlage ich folgende Schritte vor: 1. Audit bestehender Systeme: Überprüfung Ihrer ERP-Anforderungen, funktionalen Spezifikationen und des Odoo-Angebots. Analyse Ihrer Zoho-Umgebung und des CPQ-Prozesses zur Identifizierung von Risiken. 2. Architektur- und Spezifikationsentwicklung: Entwicklung einer Odoo-Architektur, die Ihre Geschäftsprozesse abdeckt. Erstellung von Modulen, die auf Ihre CPQ- und E-Commerce-Bedürfnisse zugeschnitten sind. Lassen Sie uns die Details in einem kurzen Gespräch besprechen. Mit freundlichen Grüßen, Nils Peters
$37.25 USD in 7 days
1.8
1.8

I'm excited to tackle Seaquatic Aquariums' project. I’ve worked with diverse business types before, and this has equipped me with the skills to deeply analyze your existing ecosystem to identify discrepancies and propose tailored solutions. From installing the Odoo Enterprise system for your 10 users to integrating it seamlessly with your existing Zoho CRM/One environment, I guarantee proficiency and expertise. Furthermore, my knowledge in using AI to accelerate drafting and streamline processes aligns perfectly with Seaquatic's aim of having a more efficient system. I'm ready to employ this skill in analyzing your extensive ERP scope, contractor functional specification as well as in detailed specification development. In conclusion, I bring to the table not only my keen eye for auditing but also my ability to clearly communicate intricate systems. As your independent Odoo expert, you can expect me to review your entire system, leverage AI for increased efficiency while ensuring the final product remains technically and operationally sound. Trust me to resolve conflicts, mitigate risks and provide detailed documentation. Choose me for a streamlined re-organization of your processes that eliminates vendor lock-in and maximizes return on investment.
$28 USD in 40 days
1.9
1.9

Owner-side architecture This engagement needs an independent fit-gap and architecture review before implementation starts, especially around CPQ, Zoho migration, product/SKU design, customer baskets, job costing, retainage, and what is genuinely native in Odoo. I should be precise on experience: I cannot honestly claim two prior Odoo owner-side audits of this exact scope. My closest work is architecture and delivery of complex CRM/ERP-style platforms, integrations, quoting, invoicing, workflows, roles, and operational automation. A relevant example is HustlerGuys CRM, where we built CRM, time tracking, automation, invoicing, WhatsApp integration, and multi-role workflows. I have not formally acted as an independent Odoo owner’s representative, but I have led technical architecture, requirement validation, vendor/integration decisions, and implementation oversight on client-owned systems. For Zoho/CPQ audit, I would inventory modules, fields, Deluge, workflows, permissions, integrations, record volumes, pricing formulas, approvals, exceptions, and source-of-truth ownership, then map each requirement to Native / Config / Studio / Custom / Integration / Deferred. Any “native Odoo” claim should be demonstrated in the target Odoo Enterprise version, not accepted from documentation alone.
$38 USD in 40 days
1.7
1.7

As an experienced Odoo specialist, I understand the critical role this ERP system plays in streamlining and integrating your business processes. My wealth of knowledge in Odoo solution architecture, combined with my background in full-stack web and app development, makes me the perfect fit for your project. I have successfully implemented robust Odoo systems for various businesses, providing them with smooth operations and significant cost savings. Moreover, I appreciate the need for independence in your case and can commit to being solely accountable on your behalf during implementation. To this end, I offer my unmatched ability to identify potential drawbacks and blind spots within the system. I will convert your requirements into precise specifications that align with the needs of Seaquatic Aquariums. Additionally, being proficient in utilizing Artificial Intelligence to boost work efficiency and accuracy, I will incorporate AI-based tools for drafting, analyzing requirements, creating comprehensive test cases, as well as conducting thorough system comparisons. This ensures unparalleled precision, devoid of any contradictions or ambiguities. With my skills and commitment to quality, you can rest assured of a successful Odoo implementation that fully meets your needs. Looking forward to discussing more about bringing value to your organization through my services.
$38 USD in 40 days
0.0
0.0

north fort myers, United States
Payment method verified
Member since Jun 2, 2023
$25-50 USD / hour
$750-1500 USD
min $50 USD / hour
$250-750 USD
$25-50 USD / hour
$30-250 USD
₹400-750 INR / hour
£2-5 GBP / hour
₹750-1250 INR / hour
$25-50 USD / hour
₹12500-37500 INR
₹1500-12500 INR
$250-750 USD
$15-25 USD / hour
$10-30 USD
£250-750 GBP
$250-750 USD
€750-1500 EUR
$1500-3000 USD
min ₹2500 INR / hour
₹12500-37500 INR
₹750-1250 INR / hour
$15-25 USD / hour
$50000-100000 USD
$250-750 USD