How we work: Engagement Models

How we structure our collaboration - from light-touch advisory to fully managed projects.

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Choosing the right engagement model

Every customer is different. Some want to lead their own project with occasional expert guidance. Others want us to take full responsibility for delivery. We offer flexible engagement models so you get the right level of support for your situation.

Our engagement models

Model	Best for	How it works
Advisory	Smaller projects, experienced teams	You lead. We provide expert advice on demand
Collaborative	Medium projects, shared responsibility	We work together. You own the business decisions, we own the technical delivery
Linserv-managed	Larger or complex projects	We lead. A Linserv Project Manager drives the project with your key users

Advisory (you lead, we advise)

Your role	Project owner. You plan, execute and manage the project
Our role	Expert adviser. Available when you need guidance, configuration help or technical support
Project management	Your responsibility
Typical use	Small implementations, add-on modules, Studio customisations, minor configuration changes

What you need to succeed:

A clear understanding of what you want to achieve
An internal resource who can coordinate and make decisions
Time allocated from your team to test and validate

Collaborative (shared responsibility)

Your role	Business process owner. You define requirements, make decisions and validate results
Our role	Technical and process expert. We configure, develop and guide best practices
Project management	Shared - or provided by Linserv as an add-on
Typical use	Medium implementations, multi-module rollouts, process redesign

What you need to succeed:

Dedicated key users (at least 2-3 people, minimum 30-50% availability)
Executive sponsor who can make decisions and resolve conflicts
Willingness to adapt processes to Odoo best practice where possible

Linserv-managed (we lead)

Your role	Stakeholder and decision-maker. You participate in workshops, approve deliverables and provide business knowledge
Our role	Full project ownership. A Linserv project manager leads planning, execution, testing and go-live
Project management	Linserv project manager
Typical use	Large implementations, complex manufacturing or finance, multi-site rollouts, migration projects

What you need to succeed:

Executive sponsor with authority to approve budget and prioritise resources
Dedicated key users for workshops, testing and training
Commitment to the project timeline and milestone approvals

What you can do to make the project successful

Regardless of the engagement model, successful projects require:

✅ An executive sponsor who can make decisions and allocate resources
✅ Key users who know your business processes and can validate the solution
✅ Clean data - or a commitment to cleaning data before migration
✅ Time - your people need dedicated time for the project, not just "when they're free"
✅ Decisions - timely decisions keep the project moving; delays in decisions are the most common cause of project delays

How to choose

Question	If yes →
Do you have ERP implementation experience internally?	Advisory may work
Is this your first ERP project?	Consider collaborative or managed
Are more than 3 modules involved?	Consider collaborative or managed
Do you have limited internal IT/project resources?	Consider managed
Is manufacturing, finance or complex integration involved?	Strongly consider managed

For details on our project phases and methodology, see → [3.0 Project Methodology]