Usability - Fabien Pinckaers

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Usability - Fabien Pinckaers

  1. 1. Usability in OpenERP Fabien Pinckaers, Founder & CEO Fabien Pinckaers, Founder & CEONom du fichier – à compléter Management Presentation 1
  2. 2. Usability is what makes the difference between this... Hmmm, it looks interesting !Nom du fichier – à compléter Management Presentation
  3. 3. and this... Wow ! This is so cool !Nom du fichier – à compléter Management Presentation
  4. 4. Usability is about...Usability helps to: Make the product looks sexy, cool and simple Decrease training and implementation time Make self-implementation become easier for small businessesIt concerns: Ease of use Ease of configuration & deployment Ease of installationNom du fichier – à compléter Management Presentation
  5. 5. Its all about a strong process... Its all about a strong process...Nom du fichier – à compléter Management Presentation
  6. 6. A continuous improvement process... Innovative ideas come from a continuous learning processThe key is to learn: Test scenarios with lambda users Online tests with UserTesting.com Contact with community: feedback, launchpad, online customers Test all competitors and organize lambda users tests on themInvolvment in the development process: Sprint Planning: participate to specs Sprint Review: validate developmentsA sensibilisation process: Train and sensibilize all developers Write the useability book Nom du fichier – à compléter Management Presentation
  7. 7. Example: A user test Example: A user testNom du fichier – à compléter Management Presentation 7
  8. 8. We gave this task to a lambda user:We gave this task to a lambda user: Create a new product which is a “White T-Shirt”, Create a new product which is a “White T-Shirt”, stockable product and costs 5€ with the supplier stockable product and costs 5€ with the supplier Corleone. Corleone. → Here is what he did in 2 minutes. → Here is what he did in 2 minutes.Nom du fichier – à compléter Management Presentation
  9. 9. Our vision since 2005... Display the screencast. Display the screencast.Nom du fichier – à compléter Management Presentation 9
  10. 10. The problemHe tried to create the product in the searchHe tried to create the product in the search view thinking it was a search view. view thinking it was a search view.This error has been noticed on 6 users on 10 !This error has been noticed on 6 users on 10 !Nom du fichier – à compléter Management Presentation
  11. 11. What we did Clearly explain its a search view When he clicked on search, tell him he did the wrong operation.Nom du fichier – à compléter Management Presentation
  12. 12. The 4 biggest usability issues The 4 biggest usability issues to be fixed in v6.1 to be fixed in v6.1Nom du fichier – à compléter Management Presentation 12
  13. 13. 4 main usability issues Use of many2one fields: 70% difficulties CSV Importation: 60% failed Status of documents: 30% dont understand Configuration Steps: 30%Nom du fichier – à compléter Management Presentation
  14. 14. Issue 1: Many2one relation fields Issue 1: Many2one relation fields Are too complex Are too complexNom du fichier – à compléter Management Presentation 14
  15. 15. Many2One in V6.1 Use intelligent selection box instead • With “more...”: search window • And “create...”: quick create Cust Cust - Customer 1 - Customer 2 Name Cus - Customer 3 More... Create Details Create On Create: Pop-Up are too complex: • Quick-create with just the name • Possibility to edit in full form viewNom du fichier – à compléter Management Presentation
  16. 16. Issue 2: CSV importation Issue 2: CSV importation is too complex is too complexNom du fichier – à compléter Management Presentation 16
  17. 17. Old Importation WizardNom du fichier – à compléter Management Presentation
  18. 18. Easier import process Better Process Better Process 1. Select a file 1. Select a file 2. Check the preview 2. Check the preview 3. Review Column Header 3. Review Column Header 4. Press Done ! 4. Press Done ! Extras: Extras: -- Better error messages Better error messages -- Auto-match columns Auto-match columns -- Everything in one screen Everything in one screen -- Preview to check charset Preview to check charset -- No requirement on the No requirement on the CSV file (header, ...) CSV file (header, ...)Nom du fichier – à compléter Management Presentation
  19. 19. Issue 3: Status of the documents Issue 3: Status of the documentsNom du fichier – à compléter Management Presentation 19
  20. 20. Status of documents What does this means ? Internal or supplier approval ? What was the step before ?Nom du fichier – à compléter Management Presentation 20
  21. 21. E-commerce barOpenERP Solution: OpenERP Solution:-- Display a dynamic progress bar instead of selection box Display a dynamic progress bar instead of selection box-- Make it clear what are the previous and next steps Make it clear what are the previous and next steps-- Improve tooltips Improve tooltips Nom du fichier – à compléter Management Presentation 21
  22. 22. Issue 4: Configuration of the system Issue 4: Configuration of the systemNom du fichier – à compléter Management Presentation 22
  23. 23. Configuration TroublesCurrent Troubles: You have to configure before using Configuration wizards can be long Complex to understand without demo data You dont want to configure at the installation: • Example 1: upload your company logo • Example 2: Configuration of Payroll You dont know what and how to configureNom du fichier – à compléter Management Presentation
  24. 24. Click 1: Subscription/ DB Creation The user fill the form on openerp.comNom du fichier – à compléter Management Presentation
  25. 25. Click 2: select an application No Wizard: directly in the application. No Wizard: directly in the application. You can use directly. You can use directly.Nom du fichier – à compléter Management Presentation
  26. 26. Click 3 : Create a documentNom du fichier – à compléter Management Presentation
  27. 27. Click 4: Create your invoice Cust Cust No need to configure No need to configure- Customer 1 products & partners products & partners- Customer 2 Name Cus Create on the fly with the Create on the fly with the- Customer 3 new many2one fields new many2one fields More... Create Create No complex pop-up for No complex pop-up for search or product form search or product form Nom du fichier – à compléter Management Presentation
  28. 28. Click 5: Configure when you need itNom du fichier – à compléter Management Presentation
  29. 29. Conclusion We did a great work to make OpenERP easy to use in V6.0. We should make it easy to configure and start with in V6.1.I showed some examples, but they are hundreds of small details to improve. We need your help; feedback is welcome on Launchpad !Nom du fichier – à compléter Management Presentation

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