Requirement Form
Name
Email *
Email is required.
Phone Number
Budget
Has a budget already been allocated for this initiative?
What budget range has been approved for this project?
How was the budget for this initiative determined?
Is this budget fixed, or is there flexibility based on scope or value?
Are there competing priorities that could impact budget availability?
What financial outcomes or ROI expectations are tied to this investment?
Does the budget include implementation, onboarding, or ongoing costs?
Who controls the budget approval process?
Has funding been secured, or is it contingent on additional approvals?
What financial risks or constraints should we be aware of?
Have you invested in a similar system before, and how did that compare financially?
If budget pressure arises, which parts of the scope could be adjusted?
How open are you to a multi-year agreement if it delivers long-term value?
Authority
What is your role at the company?
Do you need to discuss this decision with anyone before moving forward?
Are there additional stakeholders involved in the approval process?
What role do you personally play in the final decision?
Who will sign off on the contract?
Has this type of purchase required executive approval in the past?
Are legal, procurement, or compliance teams involved?
Who would be responsible for approving changes to scope or pricing?
Who internally is most invested in the success of this initiative?
Who could raise concerns or objections during the approval process?
How are decisions typically made when priorities conflict?
What level of involvement do executives expect in this type of decision?
What role do you expect an implementation partner to play versus internal teams?
Need
What brought you to Odoo?
What platform are you currently using and what prompted you to explore other options?
What business problem are you trying to solve?
How are you currently managing this challenge?
What gaps or limitations exist in your current approach?
What outcomes would define success for this initiative?
Which teams or functions are most impacted by this problem?
How does this initiative align with broader business objectives?
Are there specific features or capabilities that are critical?
How will this solution improve efficiency, performance, or results?
Timeline
What is your target timeline for implementation?
Is there a specific deadline driving this initiative?
Are there external factors influencing the timing?
What internal milestones must be met before moving forward?
When do you expect to make a final decision?
Are there any risks that could delay the timeline?
How does this timeline align with budget cycles or fiscal planning?
Has a similar project followed a comparable timeline?
What happens if the timeline is extended?
What would accelerate or slow down the decision making?
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