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Tips to get the most out of OpenERP

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Quelques conseils pour tirer le meilleur parti de la solution open source OpenERP - Par Jean Luc Delsaute, Practice Manager chez Audaxis

Publicado en: Tecnología, Empresariales
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Tips to get the most out of OpenERP

  1. 1. TIPS TO GET THE MOST OUT OF OPENERP OpenERP  Community  Days  2013  
  2. 2. Eager  to…   2 IncreaseMobility Improve cash Be agile Save time
  3. 3. Learn   3   When?    Where?    How    ?                       OpenERP  can  best  support  you     But  also…what  to  DO   and    what  NOT  to  do  !    
  4. 4. Advise  from…  1
  5. 5. Audaxis   ¨  Leading  service  provider  on  Open  Source   Enterprise  ApplicaHons   » ERP   » BI   » Web       5 Brussels Paris Lille Luxembourg Switzerland 95 people
  6. 6. Market  presence   20 years ERP mid-market 10 years Open Source ERP Gold & CTP Partner
  7. 7. Where  can  OpenERP  best  support  you  2
  8. 8. Powerful  back  office  of  web  plaMorms   Where  can  OpenERP  best  support  you  2
  9. 9. Webshop  IntegraHon  :     Who  monitors  what?   9 Product Catalog- Customer details - Sales order - Payment Shipping – Invoice - Inventory ERP Webshop
  10. 10. OpenERP  strengths   10 §  Modern Technology §  Ready to use API §  Customizable catalog §  Flexible workflows (prepaid sales) §  Multi-channel sales, taxes, currencies, langages §  Inventory management
  11. 11. Processing  Business  rules   11 Multi-brand Portals for Skills evaluation Unique back office Customers, Price list, sales Centralized business processes Core Business Rules
  12. 12. Powerful  integraHon   12 Web sites Sell phone Price list Ship Ship Repair resell Buyers
  13. 13. Powerfull  back  office  for  web  apps   Mobility  for  your  sales  reps       Where  can  OpenERP  best  support  you  2
  14. 14. Empower  your  sales  force   ¨  Access  sales  data  anyHme  anywhere   ¨  Process  orders  directly  from  customer  site   ¨  Avoid  paper  or  mulHple  systems   14
  15. 15. Tablet  applicaHon  for  sales   OpenERP  web  interface   or   Use    our  mobile  app     Features  :     ¨  Directly  connected  to  OpenERP  DB   ¨  Frames  opHmized  for  iOS  &  androïd   ¨  Customer  info   ¨  Product  catalog   ¨  Sales  order  entry   ¨  Inventory  ATP     15
  16. 16. Powerfull  back  office  for  web  apps   Mobility  for  your  sales  reps   Visibility  across  your  operaHons       Where  can  OpenERP  best  support  you  2
  17. 17. OpenERP  Strengths     Single  plaMorm  with  integrated   ¤  Procurement   ¤  LogisHcs   ¤  Financials  :  AR/AP/GL   17
  18. 18. MulH-­‐departments  operaHons   18 Suppliers, Requisitions, Purchasing, Stock AR, AP, GL, Analytics Custom modules : students, registration, aourses 1.300 employees
  19. 19. Immediate  access  to  accurate  data   19 Sage 100 Customers, sales Sage SQL Order tracking, ATP Sage WMS InventorySage doc Document layout Sage CRM Contacts, agenda Sage ecommerce Product calatog Sage designer Website lay out
  20. 20. Powerfull  back  office  for  web  apps   Mobility  for  your  sales  reps   Visibility  across  your  operaHons   Targeted  communicaHon     Where  can  OpenERP  best  support  you  2
  21. 21. CRM  &  markeHng  campaigns   ¨  Centralize  contact  repository   ¨  Update  target  lists   ¨  Track  interest  for  your  soluHons   ¨  Automate  campaigns   ¨  Measure  markeHng  efforts   Avoid  mulHple  excel  files  !   Benefit  from  alerts,  e-­‐mail  integraHon  &  so  more…     21
  22. 22. Target1-Shelters Target2-Cats Sterilization Target3-Dean Campaigns Actions Reporting FoundaHon  for  animals  care   22 XLS WORD WORKS Resource Optimization 3 people managing campaigns
  23. 23. Do’s  &  Don’t  3
  24. 24. DO            Start  small   Do’s  &  Don’t  3
  25. 25. Do  start  small  :  select  1  topic   25 RFQ Contract Supplier Purchase management Order Catalog Invoice Requisition Receipt
  26. 26. Do  start  small  :  focus  on  specific   items  26 Experience OpenERP modern technology What is specific to my business? Purchase management RFQ Contract Supplier Order Catalog Invoice Requisition Receipt
  27. 27. DO            Start  small   DO            Test  a  use  case   Do’s  &  Don’t  3
  28. 28. Test  a  use  case  :  go  fast  with  a  POC   28 What is ERPsible in my business? Based on your data
  29. 29. DO            Start  small   DO            Test  use  case   DO            Get  trained  early   Do’s  &  Don’t  3
  30. 30. Play  with  OpenERP   ¨  Modern  Technology   ¤  Technical  hands  on  training   n  Architecture,  API,  build  a  module…   ¨  FuncHonal  Features   ¤  FuncHonal  hans  on  training   n  Data  model,  key  modules  set  up,   workflows     30 Standard : 3 days Advanced : +2 days CTP Partners Program
  31. 31. DO            Start  small   DO            Test  use  case   DO            Get  trained  early   DO            Care  about  data  migraHon   Do’s  &  Don’t  3
  32. 32. Do  care  about  data  migraHon     ¨  Where  is  the  correct  data?   ¨  Who  owns  the  data?   ¨  Data  cleansing   ¤  Garbage  in,  Garbage  out   32 One of the most time consuming task in ERP Project
  33. 33. What  can  be  done   ¨  Export   ¤  ETL  Tools  (Talend)   ¨  Import     ¤  OpenERP  «  Aka  base  import  »  module   n  CVS  import   n  Technically  «  out  of  the  box  »   n  User  Guidance  :  acend  session  today  at  4:00  PM   33
  34. 34. DO            Start  small   DO            Test  use  case   DO            Get  trained  early   DO            Care  about  migraHon   DO            Benchmark  infrastructure   Do’s  &  Don’t  3
  35. 35. Do  properly  define  your  infrastructure   ¨  Test  OpenERP  performances     ¨  Target  OpenERP  infrastructure   ¤  Test  on  several  architectures  or  configuraHons     n  Virtuals/  Physical/  SSD  /  Baie  Disque  …   ¤  Measure    impact  of  parameters   n  System  :  database  tuning,  Increase  memory…   n  ApplicaHon  :  number  of  users,  interface  and  web   server  python  (Gunicorn…)   ¤  Compare  with  graphical  tools   35
  36. 36. DO            Start  small   DO            Test  use  case   DO            Get  trained  early   DO            Care  about  migraHon   DO            Benchmark  infrastructure   DON’T  Wait  for  roadmap   Do’s  &  Don’t  3
  37. 37. Don’t  wait  for  the  roadmap   ¨  Only  5  years  old   ¨  Can’t  be  full  featured   ¨  Move  fast  in  producHon   37 OpenERP Core Fund new features Get more from Community
  38. 38. DO            Start  small   DO            Test  use  case   DO            Get  trained  early   DO            Care  about  migraHon   DO            Benchmark  infrastructure   DON’T  Wait  for  roadmap   DON’T  Wait…  at  all  !   Do’s  &  Don’t  3
  39. 39. Don’t  wait  at  all     TAKE  IT  AS  IT  IS  !     OpenSource  is  about:    InnovaHon    Time  to  market     THINK  LONG  TERM,  IMPLEMENT  SHORT  TERM     39
  40. 40. Enjoy  Community  days  !   www.audaxis.com     Contact  us   openerp@audaxis.com         40 Visit our booth at OpenERP Community Days in Hall K

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