TIPS TO GET THE MOST
OUT OF OPENERP
OpenERP	
  Community	
  Days	
  2013	
  
Eager	
  to…	
  
2
IncreaseMobility
Improve cash
Be agile
Save time
Learn	
  
3	
  
When?	
  	
  Where?	
  	
  How	
  	
  ?	
  
	
  
	
  	
  	
  	
  	
  	
  	
  	
  	
  
OpenERP	
  can	
  be...
Advise	
  from…	
  1
Audaxis	
  
¨  Leading	
  service	
  provider	
  on	
  Open	
  Source	
  
Enterprise	
  ApplicaHons	
  
» ERP	
  
» BI	
 ...
Market	
  presence	
  
20 years
ERP mid-market
10 years
Open Source ERP
Gold & CTP Partner
Where	
  can	
  OpenERP	
  best	
  support	
  you	
  2
Powerful	
  back	
  office	
  of	
  web	
  plaMorms	
  
Where	
  can	
  OpenERP	
  best	
  support	
  you	
  2
Webshop	
  IntegraHon	
  :	
  	
  
Who	
  monitors	
  what?	
  
9
Product Catalog- Customer details - Sales order - Paymen...
OpenERP	
  strengths	
  
10
§  Modern Technology
§  Ready to use API
§  Customizable catalog
§  Flexible workflows (pr...
Processing	
  Business	
  rules	
  
11
Multi-brand Portals
for Skills evaluation
Unique back office
Customers, Price list,...
Powerful	
  integraHon	
  
12
Web sites
Sell phone
Price list
Ship
Ship
Repair
resell
Buyers
Powerfull	
  back	
  office	
  for	
  web	
  apps	
  
Mobility	
  for	
  your	
  sales	
  reps	
  
	
  
	
  
Where	
  can	
 ...
Empower	
  your	
  sales	
  force	
  
¨  Access	
  sales	
  data	
  anyHme	
  anywhere	
  
¨  Process	
  orders	
  direc...
Tablet	
  applicaHon	
  for	
  sales	
  
OpenERP	
  web	
  interface	
  
or	
  
Use	
  	
  our	
  mobile	
  app	
  
	
  
F...
Powerfull	
  back	
  office	
  for	
  web	
  apps	
  
Mobility	
  for	
  your	
  sales	
  reps	
  
Visibility	
  across	
  y...
OpenERP	
  Strengths	
  
	
  
Single	
  plaMorm	
  with	
  integrated	
  
¤  Procurement	
  
¤  LogisHcs	
  
¤  Financi...
MulH-­‐departments	
  operaHons	
  
18
Suppliers, Requisitions, Purchasing, Stock
AR, AP, GL, Analytics
Custom modules : s...
Immediate	
  access	
  to	
  accurate	
  data	
  
19
Sage 100
Customers, sales Sage SQL
Order tracking, ATP
Sage WMS
Inven...
Powerfull	
  back	
  office	
  for	
  web	
  apps	
  
Mobility	
  for	
  your	
  sales	
  reps	
  
Visibility	
  across	
  y...
CRM	
  &	
  markeHng	
  campaigns	
  
¨  Centralize	
  contact	
  repository	
  
¨  Update	
  target	
  lists	
  
¨  Tr...
Target1-Shelters
Target2-Cats
Sterilization
Target3-Dean
Campaigns
Actions
Reporting
FoundaHon	
  for	
  animals	
  care	
...
Do’s	
  &	
  Don’t	
  3
DO	
  	
  	
  	
  	
  	
  Start	
  small	
  
Do’s	
  &	
  Don’t	
  3
Do	
  start	
  small	
  :	
  select	
  1	
  topic	
  
25
RFQ Contract
Supplier
Purchase management
Order
Catalog Invoice
R...
Do	
  start	
  small	
  :	
  focus	
  on	
  specific	
  
items	
  26
Experience OpenERP modern technology
What is specific ...
DO	
  	
  	
  	
  	
  	
  Start	
  small	
  
DO	
  	
  	
  	
  	
  	
  Test	
  a	
  use	
  case	
  
Do’s	
  &	
  Don’t	
  3
Test	
  a	
  use	
  case	
  :	
  go	
  fast	
  with	
  a	
  POC	
  
28
What is ERPsible in my business?
Based on your data
DO	
  	
  	
  	
  	
  	
  Start	
  small	
  
DO	
  	
  	
  	
  	
  	
  Test	
  use	
  case	
  
DO	
  	
  	
  	
  	
  	
  G...
Play	
  with	
  OpenERP	
  
¨  Modern	
  Technology	
  
¤  Technical	
  hands	
  on	
  training	
  
n  Architecture,	
 ...
DO	
  	
  	
  	
  	
  	
  Start	
  small	
  
DO	
  	
  	
  	
  	
  	
  Test	
  use	
  case	
  
DO	
  	
  	
  	
  	
  	
  G...
Do	
  care	
  about	
  data	
  migraHon	
  	
  
¨  Where	
  is	
  the	
  correct	
  data?	
  
¨  Who	
  owns	
  the	
  d...
What	
  can	
  be	
  done	
  
¨  Export	
  
¤  ETL	
  Tools	
  (Talend)	
  
¨  Import	
  	
  
¤  OpenERP	
  «	
  Aka	
...
DO	
  	
  	
  	
  	
  	
  Start	
  small	
  
DO	
  	
  	
  	
  	
  	
  Test	
  use	
  case	
  
DO	
  	
  	
  	
  	
  	
  G...
Do	
  properly	
  define	
  your	
  infrastructure	
  
¨  Test	
  OpenERP	
  performances	
  	
  
¨  Target	
  OpenERP	
 ...
DO	
  	
  	
  	
  	
  	
  Start	
  small	
  
DO	
  	
  	
  	
  	
  	
  Test	
  use	
  case	
  
DO	
  	
  	
  	
  	
  	
  G...
Don’t	
  wait	
  for	
  the	
  roadmap	
  
¨  Only	
  5	
  years	
  old	
  
¨  Can’t	
  be	
  full	
  featured	
  
¨  M...
DO	
  	
  	
  	
  	
  	
  Start	
  small	
  
DO	
  	
  	
  	
  	
  	
  Test	
  use	
  case	
  
DO	
  	
  	
  	
  	
  	
  G...
Don’t	
  wait	
  at	
  all	
  
	
  
TAKE	
  IT	
  AS	
  IT	
  IS	
  !	
  
	
  
OpenSource	
  is	
  about:	
  
	
  InnovaHo...
Enjoy	
  Community	
  days	
  !	
  
www.audaxis.com	
  
	
  
Contact	
  us	
  
openerp@audaxis.com	
  
	
  
	
  
	
  
40
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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

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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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