The document discusses using the open-source ERP software OpenERP to implement ISO and other management systems standards. It provides an agenda that includes an introduction to their project using multiple systems previously, how OpenERP can be used in action for their standards, measuring key performance indicators and controlling audits and management reviews, benefits for customers and partners, and a roadmap and how-to guide for implementation.

1. ISO & Standards
Management
Systems with
OpenERP
Maxime Chambreuil
Daniel Reis
July the 3rd, 2013

2. Speakers
●
Maxime Chambreuil
●
OpenERP Practice Leader
●
Also in charge of Quality, Environment and
Security
●
@ Savoir-faire Linux
●
ISO 9001 certified since 2009
●
ISO 14001 certified since 2011

3. Speakers
●
Daniel Reis
●
IT Applications Manager
●
ISO 9001 certified Internal Auditor since 2004
●
@ Securitas Portugal

4. Agenda
●
Introduction
●
OpenERP in Action
●
Measurement & Control
●
Benefits
●
Roadmap
●
Howto

5. Introduction
●
Project started in 2011 to centralize data
→ Procedures and Audits in Alfresco
→ Work instructions in MediaWiki
→ Actions in Request Tracker (RT)
→ Nonconformities in one home-made application
→ KPI in SpagoBI
●
Provide applications to support activities of your management
system
●
Multi-system
●
Multi-standard
●
Multi-company

6. OpenERP in Action

7. OpenERP in Action

8. OpenERP in Action

9. OpenERP in Action

10. OpenERP in Action

11. OpenERP in Action

12. OpenERP in Action

13. Measurement
●
Satisfaction survey
→ Make your own customer satisfaction survey
→ Expose it on your website
●
Key Performance Indicators
→ Run SQL queries on OpenERP or external
databases
→ Run Python code
→ Dynamic thresholds
→ Keep history of KPI values with result

14. Control
●
Audits
→ Schedule your audit calendar
→ Assign auditors
→ Prepare your verification list
→ Generate your audit report
●
Top management reviews
→ Schedule your review calendar
→ Collect your input data : satisfaction survey answers, KPI values,
policies, NC
→ Discuss any item and log your decision
→ Relate with NC or actions
→ Generate the review report

15. Customer benefits
●
One single solution integrated with OpenERP
●
Easy to relate with current documents, records, workflow and
permissions.
●
Productivity increase by having the management system data closer
to the operation data
→ No data to synchronize or push to a DW
→ Real-time KPI
●
Same interface, same userfriendliness, no additional training
●
Easier to maintain
→ One single application to upgrade
→ Fewer integration with third-parties
●
Lower TCO than competition

16. Partner benefits
●
Can be proposed to any customer
●
Easy to install and deploy
●
Requires very few development
●
One extra phase to your deployment project with
data migration and functional training
●
Stronger relationship with your customer
●
Increase the functional scope
●
Additional revenues

17. Functional roadmap
●
PCI-DSS
●
ISO 27001
●
Equipment management
●
Skills and Internal Training

18. Technical Roadmap
●
For Manuals, Procedures, etc.
●
document_page_approval
●
Display latest approved revision
●
Provide a workflow to edit, review, approve and reject revision
●
Todo : Testing and feedbacks
●
For KPI
●
web_color
●
Provide a widget to display a color
●
Todo : Add a widget to select a color
●
web_bullet
●
Todo : Add a widget to display a KPI
●
web_speedometer
●
Todo : Add a speedometer graph

19. How to implement
●
Contact me :
●
Maxime Chambreuil
●
contact@savoirfairelinux.com
●
+1 (514) 276-5468 #1
http://www.savoirfairelinux.com

20. How to contribute
http://launchpad.net/openerp-mgmtsystem/
●
Report bugs
●
Propose new features using blueprints
●
Translate
●
Join the team

21. Thank you very much
for your attention
Any questions ?

23. http://us.pycon.org/2014/