CRM Platform Migration — Netsuite → Odoo → FastAPI + React
Problem: When I joined the company, its CRM ran on Netsuite, which didn't fit the sales, MPF and reporting workflows the business actually needed. After migrating to Odoo, a second gap opened up: Odoo's own dashboard and reporting tools couldn't support the interactive, cross-source analytics the teams needed to run the business day to day.
I assisted the initial migration from Netsuite to Odoo CRM, then — once Odoo's built-in reporting proved too limited — designed and self-hosted a full external dashboard layer on my own AWS EC2 server, replacing what the CRM couldn't do natively with Streamlit/FastAPI apps I built and deployed myself. The company is now migrating again, from Odoo to a FastAPI + React platform, and that self-hosted reporting layer is what's carrying over: the underlying report logic has already been re-architected as a framework-neutral, unit-tested package (see "Portable Reporting Logic Layer" below), so the new platform inherits verified, working dashboards instead of a rebuild from scratch.
- Netsuite
- Odoo CRM
- FastAPI
- React
- AWS EC2
- Docker
- PostgreSQL
- Streamlit