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Odoo Health Check

Find Out What Is Actually Wrong With Your Odoo

Slow screens, reports nobody trusts, an upgrade nobody dares attempt. These usually trace back to a few specific decisions in the setup or in a custom module. We audit the database, score six areas, and hand you a fix list in the order it is worth doing.

50+ ERP and software projects. Zero failed projects since 2021.

Sample Findings
Illustrative
Every finding carries its evidence
✓
Access rights by role
Groups set correctly, no shared logins
Pass
!
Duplicate partner records
Same customer under three names
Medium
×
Core files edited directly
Blocks any version upgrade
High
!
Scheduled action failing
Silent since the last restart
Medium
×
Backup restore never tested
Stored on the same server
High
Read-only analysis. Nothing on your database is changed.
1-2 wk
Typical audit
6
Areas scored with evidence
Read
Only, nothing changed
Yours
Report, usable with any partner
Why It Matters

Most Odoo complaints have a cause somebody can name

Vague dissatisfaction with a system usually resolves into five or six concrete findings once someone goes looking.

Evidence, Not Opinion

A finding you can check for yourself

Every item in the report names the record, the setting or the query behind it, so nothing rests on our judgement alone. That matters most when the finding is uncomfortable, such as a module that patched core files and now blocks any version upgrade.

  • Each finding evidenced and reproducible.
  • Severity rated, so effort goes where it counts.
  • Written to be useful to whoever does the fixing.
Reviewing an Odoo audit report with scored findings
Stuck on an Old Version

The most common reason people call us

Odoo releases yearly, and businesses two or three versions behind are usually stuck because nobody knows what an upgrade would break. We review every custom module and third-party app for how it was built and whether it is maintained for your target version, then tell you what has to be resolved first.

  • Every custom and third-party module reviewed.
  • Maintenance status checked against your target version.
  • A clear answer on whether upgrading is safe today.
Reviewing custom Odoo modules for upgrade readiness
What We Check

The six areas we score

Each one is examined against how your business actually works, not against a generic checklist.

⚙
Configuration fit
Whether apps, pricing rules, warehouse routes, fiscal positions and approval flows match how your teams operate.
📊
Data quality
Duplicate partners and products, stale masters, negative or stuck stock, and ledgers that no longer tie.
🔄
Upgrade readiness
How custom and third-party modules were built, whether core was patched, and what an upgrade would break.
⚡
Performance
Slow views and reports, worker sizing, database indexes and scheduled actions that have quietly stopped.
🔒
Access and security
Groups and record rules, users with more access than the job needs, dormant logins and exposed endpoints.
💾
Backup and recovery
Whether backups run, whether they are held off the same server, and whether a restore has ever been tested.
How It Works

From read-only access to a plan you can act on

1
Access
We take read access and a copy of the database, and agree what is in scope.
2
Interview
Short sessions with users in each department on what slows them down.
3
Analyse
We examine configuration, data, modules, logs, access rights and backups.
4
Score
Each area is rated and every finding recorded with its evidence and severity.
5
Hand over
We walk your team through the report and the prioritized fix plan.
What You Get

What the audit delivers

📊

Scored health report

A rating across the six areas with the reasoning behind each score set out.

🔍

Findings list

Every issue with its severity, its evidence and what it costs you in practice.

🗺

Prioritized fix plan

Quick wins separated from project work, ordered by impact against effort.

📤

Upgrade assessment

A module-by-module view of whether you can move version, and what blocks it.

🛡

Risk register

The access, security and recovery gaps that would hurt most if they were tested.

💰

Effort estimates

An estimate against each item, so the plan can be budgeted rather than guessed at.

What Changes

What a health check changes

Named
Causes instead of complaints
Ordered
Fix list by impact and effort
Known
Upgrade blockers, module by module
Tested
Backup and recovery position
Avoided
Rebuilds that were not needed
Budgeted
Work with real estimates
Why Us

Why teams choose TCB Infotech for an Odoo audit

1
We read the modules
The audit covers your custom code and the server, not only what is visible in the interface.
2
Evidence for every finding
Each item names the record, setting or query behind it, so you can verify it yourself.
3
We talk you out of rebuilds
If configuration fixes would solve the complaints, we say so rather than sell a project.
4
Nothing is changed
The audit is read-only. You decide what gets touched, and when, and by whom.
5
No obligation to us
The report is written to be handed to your own team or another partner.
6
Proven delivery
50+ ERP and software projects across industries, with zero failed projects since 2021.
FAQ

Odoo health check questions

What does an Odoo health check look at?
Six areas: configuration against how you actually work, data quality, custom modules and upgrade readiness, performance and server sizing, access rights and security, and backup and recovery. Each area is scored and every finding carries its evidence.
How long does it take and what does it disrupt?
One to two weeks, and it disrupts almost nothing. Most of the work is read-only analysis on a copy of your database, plus short interviews with a few users from each department.
Do you have to change anything on our system?
No. The health check is an audit, not a repair job. We work on a copy wherever possible and need only read access to production. Any fixes are quoted separately and carried out after you decide what is worth doing.
Can you tell us whether we are safe to upgrade?
That is one of the main reasons people ask for this. We review every custom module and third-party app for how it was built and whether it is maintained for your target version, then tell you what has to be resolved before an upgrade and roughly what that would take.
What do we actually receive at the end?
A scored report across the six areas, a findings list with severity and evidence for each item, a prioritized fix plan separating quick wins from larger work, and an effort estimate against each item. It is written to be acted on with any partner.
Do we have to hire you for the fixes?
No. The report stands on its own and is written so it can be handed to your internal team or another partner. Many customers use it to prioritise work they then do themselves.

Get an Honest Read on Your Odoo

Book a free consultation. Tell us what is frustrating your team, or which version you are stuck on, and we will explain what a health check would examine and what it would tell you.

Book a Free Consultation →

No commitment. A straight view of where your database stands.

Odoo Health Check Features

What Is Inside an Odoo Health Check

A read-only audit of the database you already run. Here is what we examine, how each finding is evidenced, and what the report puts in your hands at the end.

Core Features

From the configuration down to the modules and the backups

Configuration and Data

Does the setup still match how you work today

Businesses change faster than their ERP settings. We compare apps, pricing rules, warehouse routes, fiscal positions, approval flows and access rights against how each department now operates, then run data checks for duplicate partners and products, stale masters, negative or stuck stock, and ledgers that no longer tie.

  • Configuration reviewed against current practice.
  • Duplicate, stale and inconsistent master data identified.
  • Stock and ledger integrity checks with the queries attached.
Reviewing Odoo configuration and data quality findings
Modules and Performance

The two things that decide whether you can move forward

We read every custom module and installed third-party app, looking for patched core files, undocumented logic and integrations built without retry or logging, and we check whether each one is maintained for the version you want to reach. Alongside that we profile slow views and reports, worker sizing, indexes and scheduled actions that have quietly stopped firing.

  • Every module reviewed for upgrade readiness.
  • Third-party app maintenance status checked.
  • Slow queries, workers and scheduled actions profiled.
Reviewing custom Odoo modules and system performance
Access, Recovery and the Report

The gaps that only show themselves on a bad day

We check groups and record rules, accounts with more access than the job needs, dormant logins and exposed endpoints, then look at whether backups actually run, whether they are held away from the same server, and whether anyone has ever tested a restore. It all lands in one scored report with a prioritized fix plan.

  • Access rights and record rule review by group.
  • Backup schedule, storage location and restore evidence.
  • A fix plan ordered by impact against effort.
Checking Odoo server security, access rights and backup routines
What You Get

Everything the health check delivers

📊

Scored health report

A rating across all six areas, with the reasoning behind each score written out.

🔍

Evidenced findings

Each issue with its severity and the record, setting or query that proves it.

🗺

Prioritized fix plan

Quick wins separated from project work, sequenced by impact against effort.

📤

Module upgrade matrix

Every custom and third-party module rated for readiness against your target version.

🛡

Risk register

Access, security and recovery gaps ranked by what they would cost if tested.

💰

Effort estimates

A sizing against every item, so the plan can be budgeted and scheduled.