📌 Project Overview The client approached us with a requirement to upgrade their highly customized Dolibarr ERP/CRM from version 12 to the latest stable v18. Their existing setup included custom PDF invoice templates, extended CRM fields, workflow automations, and several third-party module integrations—all of which needed to be preserved with absolute accuracy. After reviewing the […]
Project Overview This engagement delivered a risk-free, staged upgrade path from Dolibarr v12 to v18 while safeguarding production data and migrating every customization into the supported /custom/ structure. The upgrade followed a strict “Backup First — Staging Only — Future-Proofed” methodology to eliminate downtime and simplify future maintenance. Core Principles Backup First — Full recovery […]
Project Challenges Production module workflow did not match the client’s real-world operations; several important steps were missing. Multiple basic module errors and theme inconsistencies affecting usability and brand presentation. Custom features were required (tailored modules & third-party API integrations) to support unique business processes. Database performance and response times degraded as transaction volume increased. No […]
