Implementation Method

From first meeting to go-live with one Egyptian team — and a fixed-scope proposal in Egyptian pounds before you commit.

Typical packaged implementation: 2–4 weeks.

One team, start to finish

The people who build OptiFY ERP are the people who implement and support it. No partner layer, no hand-offs between companies.

Built and implemented in-house

When a requirement needs a change in the system, the team that writes the code is already in the room — no reseller relaying your request.

A named consultant

One consultant owns your project from discovery to go-live, so you always know who to call.

Local support after go-live

Sunday to Thursday, 9 AM to 5 PM, by phone and WhatsApp, from our office in Tenth of Ramadan City.

The four phases

Every project follows the same path. Each phase ends with something concrete in your hands.

  1. 1

    Discovery

    What happens

    A consultant meets your team to map your sites and branches, your users and their roles, how your processes actually run, your current system (Odoo, another ERP, Excel or paper) and your compliance needs such as ETA e-invoicing.

    What you get

    A written scope summary of what the system needs to cover.

  2. 2

    Solution design & fixed proposal

    What happens

    We design the solution around how you work: modules, workflows, permissions, branch structure, and where the system runs — on your own server or a dedicated server, with several sites on a single database.

    What you get

    A written proposal with the scope, the timeline and the price in EGP — before you commit. You receive a written proposal like this example for a multi-site factory.

  3. 3

    Configure, migrate, train

    What happens

    • We configure the system to the agreed scope, branch by branch for multi-branch rollouts.
    • We import your data with ready-made templates and a guided walkthrough: chart of accounts, items, opening balances, customers and suppliers.
    • We train each team on site, in Arabic, on the screens they will use every day.

    What you get

    A configured system holding your own data, checked by your team, and users who know how to work in it.

  4. 4

    Go-live & hypercare

    What happens

    You start working live on OptiFY. We stay close through your first closing cycle — answering questions, reviewing entries with your accountants and adjusting settings where needed.

    What you get

    Your first period closed on OptiFY ERP. After that, optional annual support; industry packages include installation, training and one year of free updates.

How long it takes

The timeline is written into your proposal before any work starts.

Packaged scope: typically 2–4 weeks

For packaged scope, such as one of our industry packages, from kick-off to go-live.

Multi-site, manufacturing or custom scope

The timeline depends on sites, modules and data volume, and is agreed in your proposal.

What is fixed, and what can change

Your proposal fixes the price of what was agreed. Anything new is quoted before work starts.

Item Fixed or variable How it is priced
OptiFY ERP licence Fixed Stated in your proposal, in EGP
The agreed scope (modules, sites, data migration, training) Fixed Stated in your proposal, in EGP
The agreed timeline Fixed Stated in your proposal
New requirements and change requests Variable Quoted before work starts
Additional sites or modules Variable Quoted before work starts
Annual support after the first year Optional Quoted before it starts

Want to estimate your total cost first? Try the ERP cost calculator.

Moving from Odoo, another ERP or Excel

Whether you are moving from Odoo, another ERP or a set of Excel sheets, our import templates cover the core records — chart of accounts, items, opening balances, customers and suppliers — and during discovery we review your current data and agree in the proposal exactly what is migrated.

Compare OptiFY and Odoo

Implemented across Egypt

200+ active clients

Egyptian businesses running OptiFY ERP, implemented and supported by our own team.

Fitting Expo: 80% faster quoting

See how one client cut its quotation time after going live. Read the case study.

Implementation FAQ

How long does implementation take?

For packaged scope, implementation typically takes 2–4 weeks. For multi-site, manufacturing or custom scope, the timeline is agreed in your proposal before work starts.

Who will we work with?

With OptiFY's own team — the people who build the system also implement and support it. There is no partner or reseller in between, and a named consultant follows your project from discovery to go-live.

What do we need to prepare?

A contact person on your side, access to the people who run each process, and your current data: chart of accounts, items, opening balances, customers and suppliers. We give you import templates and walk you through filling them in.

What happens after go-live?

We stay close through your first closing cycle. After that you can take optional annual support; industry packages include one year of free updates. Local support runs Sunday to Thursday, 9 AM to 5 PM, by phone and WhatsApp.

Can you migrate our data from Odoo or Excel?

Yes. Our import templates cover the core records whether they come from Odoo, another ERP or Excel sheets. Exactly what is migrated, and how much history, is agreed in your proposal.

Start with a discovery session

Tell us about your sites, your processes and your current system. We will come back with a written, fixed-scope proposal in EGP.