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OpenERP Enterprise
    Services


Phuong Luu & Marc Laporte
OpenERP support
 Yes we care…
Building excellence in support


 Allow our customers to benefit from the full potential of
  OpenERP - support
 Secure a smooth experience to the user by fixing any bug -
  Maintenance
 Allow customers to benefit at all times from the new features of
  OpenERP - Migration
 Transfer the expertise and resources to secure successful
  project implementations - Consulting
OpenERP Service Strategy


  Partner                OpenERP
                        Product specific / Volume
  Customer specific
                                 Based

Ex: Customer analysis         Ex : Support

    Ex: Custom
                              Ex : Bug fix
   developments

Ex: Customer training        Ex : Migrations
Reaching excellence:
Building a strong team
Reaching excellence:
                                  Building a strong team


          Samuel                                                                  Phuong
         consulting                                                               Support
          manager                                                                 Manager



Functional        Technical                                                                                                    Realease
                                         support                    Maintenance                         Migrations
consultants      consultants                                                                                                   manager




Jacques-          Jacques-                                                                  Plateform
Etienne,          Etienne,     Level 1             Level 2    Level 1         Level 2                                Testing    Xavier
                                                                                            & scripts
François,          Julien,
Grégory,          Thibault,
Grégoire,           Juan,                                                     Najlaâ,
                               Vinay,              Najlaâ,    Naresh,                        Olivier,                Riken,
Antoine,           Cécile                                                     Xavier,
                               Riken,              Xavier,    Rifakat,                       Najlaâ                    Ila
  Alain                                                                       Olivier
                                Ila,               Olivier    Somesh,
                               Nehal,                          Amit,
                                Kirti,                          Ravi,
                               Hardik                        Mohammad,
                                                               Chirag
Reaching excellence:
Understanding each other
Reaching excellence:
                  Understanding each other

 OpenERP:
    Immediate escalation process if customers express doubts that his
     request is not underdstood by the person handling the support
     request
    Quality review of Level 1 by Level 2 in terms of requests qualification
     and quality in the answer (on both form and content)


 Customer/Partner :
    Need to specify the request with as many details as possible:
      Provide Serial key of the Enterprise contract
      Provide step by step scenario, version used, screenshot or video in
       order to clearly explain the problem faced
      Provide bug traceback
      etc
Reaching excellence:
                   Understanding each other

 Some examples…

    « Dear Support.. We are facing an error while validating delivery order..
     Pl. look in to and guide us to proceed…Thanks »

    « Hi guys, I have a problem with kanban view when checking my
     opportunities. »

    « Serial Key: Mxxxxxxx-xxxxxxxx
       Database: Test
       DBUUID: {286cd930-6393-11e1-b479-005056c00008}
       Explanations:
       Remarks: User name: Administrator
       User email: xxxx@xxxxxx.nl
       --------------
       {u'debug': u'http://localhost:8069/web/webclient/js:18953'} »
Reaching excellence:
Monitoring our performance
Reaching excellence:
            Monitoring our performance

 Issues follow-up
Reaching excellence:
             Monitoring our performance

350

300

250

200

150

100

 50

  0
      November   December      January    February   March
                     Support    Maintenance
Reaching excellence:
       Monitoring our performance

90
80
70
60
50
40
30
20
10
0
     Migrations to v6.0                      Migrations to v6.1
                          On site   Online
Reaching excellence:
             Monitoring our performance

450
400
350
300
250
200
150
100
 50
  0
      November   December          January    February   March
                            Open     Closed
Reaching excellence:
             Monitoring our performance
 Delay to open (in hours)

          Support                      Maintenance
12                             18

10                             16
                               14
 8                             12
                               10
 6
                               8
 4                             6
                               4
 2
                               2
 0                             0
     Oct Nov Dec Jan Feb Mar        Oct Nov Dec Jan Feb Mar
Reaching excellence:
Making it simple for you
Reaching excellence:
               Making it simple for you
 On customer’s side         On OpenERP side




          OR
Reaching excellence:
              Making it simple for you

 Follow-up on Partners’side: Partner Portal
Reaching excellence:
Testing new ways of serving our customers
Reaching excellence:
    Testing new ways of serving our customers

 Example of Livechat:
   New way of doing pre-sales and generate opportunities
   New service of functional support in real-time to reach any
    OERP user


 Other track we might follow in 2012
   Build a knowledge base to share and generate mass effect
    (like forum)
   Dedicate a support « account manager » for certain customer
    segments
   Expand our services in terms of time zone and languages
   …
Reaching excellence:
Sticking to our commitments
Reaching excellence:
                Sticking to our commitments

 Web-client
    Weakness in architecture of v6.0 web-client
    Backport of web-client v6.1 to make it compatible with v6.0 server
    20 days invested
    Release planned for end of April (currently in testing step)


 Outlook Plugin
    V6.0 version was not compatible with Outlook 2010
    Backport of v6.1 Outlook Plugin to allow using it with v6.0 server
    6 days invested
    Release planned for end of April (currently in testing step)
Reaching excellence:
Getting your feedback
Reaching excellence:
               Getting your feedback

 Satisfaction survey
        450
        400
        350
        300
        250
        200
        150
        100
         50
          0
              Nov        Dec         Jan     Feb       Mar
                    Filled surveys    Closed tickets
Reaching excellence:
                    Getting your feedback

 Direct feedback
   Migrations
      Improve our current tests before delivering a migrated Database
      Manage migration requests, questions and problems with Project
       Issues
      Complete the Log file with more info about new depencies, fields
       type changes, etc


    E-mails: phu@openerp.com and ml@openerp.com
Reaching excellence:
                   Getting your feedback

 Community and Partners Days = Opportunity to
 have your feedback:
    Already used support: Are you satisfied? What would you like
     to see improved?
    Never used support: Why? What would you expect from our
     support service?

     => Experienced partners: Thursday 12th, from 1pm to 2pm
     => New partners: Friday 13th, from 1pm to 2pm
     => Others: don’t hesitate to discuss with us at any time during
     this event
OpenERP support
  Yes we care

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OpenERP - Enterprise Services

  • 1. OpenERP Enterprise Services Phuong Luu & Marc Laporte
  • 2. OpenERP support Yes we care…
  • 3. Building excellence in support  Allow our customers to benefit from the full potential of OpenERP - support  Secure a smooth experience to the user by fixing any bug - Maintenance  Allow customers to benefit at all times from the new features of OpenERP - Migration  Transfer the expertise and resources to secure successful project implementations - Consulting
  • 4. OpenERP Service Strategy Partner OpenERP Product specific / Volume Customer specific Based Ex: Customer analysis Ex : Support Ex: Custom Ex : Bug fix developments Ex: Customer training Ex : Migrations
  • 6. Reaching excellence: Building a strong team Samuel Phuong consulting Support manager Manager Functional Technical Realease support Maintenance Migrations consultants consultants manager Jacques- Jacques- Plateform Etienne, Etienne, Level 1 Level 2 Level 1 Level 2 Testing Xavier & scripts François, Julien, Grégory, Thibault, Grégoire, Juan, Najlaâ, Vinay, Najlaâ, Naresh, Olivier, Riken, Antoine, Cécile Xavier, Riken, Xavier, Rifakat, Najlaâ Ila Alain Olivier Ila, Olivier Somesh, Nehal, Amit, Kirti, Ravi, Hardik Mohammad, Chirag
  • 8. Reaching excellence: Understanding each other  OpenERP:  Immediate escalation process if customers express doubts that his request is not underdstood by the person handling the support request  Quality review of Level 1 by Level 2 in terms of requests qualification and quality in the answer (on both form and content)  Customer/Partner :  Need to specify the request with as many details as possible:  Provide Serial key of the Enterprise contract  Provide step by step scenario, version used, screenshot or video in order to clearly explain the problem faced  Provide bug traceback  etc
  • 9. Reaching excellence: Understanding each other  Some examples…  « Dear Support.. We are facing an error while validating delivery order.. Pl. look in to and guide us to proceed…Thanks »  « Hi guys, I have a problem with kanban view when checking my opportunities. »  « Serial Key: Mxxxxxxx-xxxxxxxx Database: Test DBUUID: {286cd930-6393-11e1-b479-005056c00008} Explanations: Remarks: User name: Administrator User email: xxxx@xxxxxx.nl -------------- {u'debug': u'http://localhost:8069/web/webclient/js:18953'} »
  • 11. Reaching excellence: Monitoring our performance  Issues follow-up
  • 12. Reaching excellence: Monitoring our performance 350 300 250 200 150 100 50 0 November December January February March Support Maintenance
  • 13. Reaching excellence: Monitoring our performance 90 80 70 60 50 40 30 20 10 0 Migrations to v6.0 Migrations to v6.1 On site Online
  • 14. Reaching excellence: Monitoring our performance 450 400 350 300 250 200 150 100 50 0 November December January February March Open Closed
  • 15. Reaching excellence: Monitoring our performance  Delay to open (in hours) Support Maintenance 12 18 10 16 14 8 12 10 6 8 4 6 4 2 2 0 0 Oct Nov Dec Jan Feb Mar Oct Nov Dec Jan Feb Mar
  • 17. Reaching excellence: Making it simple for you  On customer’s side  On OpenERP side OR
  • 18. Reaching excellence: Making it simple for you  Follow-up on Partners’side: Partner Portal
  • 19. Reaching excellence: Testing new ways of serving our customers
  • 20. Reaching excellence: Testing new ways of serving our customers  Example of Livechat:  New way of doing pre-sales and generate opportunities  New service of functional support in real-time to reach any OERP user  Other track we might follow in 2012  Build a knowledge base to share and generate mass effect (like forum)  Dedicate a support « account manager » for certain customer segments  Expand our services in terms of time zone and languages  …
  • 22. Reaching excellence: Sticking to our commitments  Web-client  Weakness in architecture of v6.0 web-client  Backport of web-client v6.1 to make it compatible with v6.0 server  20 days invested  Release planned for end of April (currently in testing step)  Outlook Plugin  V6.0 version was not compatible with Outlook 2010  Backport of v6.1 Outlook Plugin to allow using it with v6.0 server  6 days invested  Release planned for end of April (currently in testing step)
  • 24. Reaching excellence: Getting your feedback  Satisfaction survey 450 400 350 300 250 200 150 100 50 0 Nov Dec Jan Feb Mar Filled surveys Closed tickets
  • 25. Reaching excellence: Getting your feedback  Direct feedback  Migrations  Improve our current tests before delivering a migrated Database  Manage migration requests, questions and problems with Project Issues  Complete the Log file with more info about new depencies, fields type changes, etc  E-mails: phu@openerp.com and ml@openerp.com
  • 26. Reaching excellence: Getting your feedback  Community and Partners Days = Opportunity to have your feedback:  Already used support: Are you satisfied? What would you like to see improved?  Never used support: Why? What would you expect from our support service? => Experienced partners: Thursday 12th, from 1pm to 2pm => New partners: Friday 13th, from 1pm to 2pm => Others: don’t hesitate to discuss with us at any time during this event
  • 27. OpenERP support Yes we care