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Presentacion oerp

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  • 1. Open ERP Agile Implementation Methodology Agile Implementation Methodology&A Nom du fichier – à compléter Management Presentation
  • 2. TOC ● ● Agile & Lean Approach Agile & Lean Approach ● Implementation Challenges ● Implementation Challenges ● Our methodology ● Our methodology ● Pre-Analysis ● Pre-Analysis ● Implementation ● Implementation ● Maintenance & Support ● Maintenance & Support ● Contracts ● Contracts&A Nom du fichier – à compléter Management Presentation 2
  • 3. Implementation Challenges Success = Success = Flexible Product + Strong Methodology + Smart Supplier Flexible Product + Strong Methodology + Smart Supplier •• An Agile approach: An Agile approach: •• Your needs evolves every month Your needs evolves every month •• => You cant rely on a 9 months old analysis !! => You cant rely on a 9 months old analysis •• Complexity are in the details Complexity are in the details •• => Details are usually discovered at the end => Details are usually discovered at the end •• Risk Management: Risk Management: •• Customer feedback as earlier as possible, dont wait that we finally deliver the whole Customer feedback as earlier as possible, dont wait that we finally deliver the whole project project •• Priorities are chaning => Focus on high-value first Priorities are chaning => Focus on high-value first •• Change Management Change Management •• Help HR to manage the changes Help HR to manage the changes •• Train and communicate internally Train and communicate internally&A Nom du fichier – à compléter Management Presentation 3
  • 4. Agile Methodology Traditional Approach Our Approach  Quote based on customers own  Adapt the project and the quote to analysis OpenERP  Long development cycles, deliver at  Short cycles, deliver every month the end  Focus on high values firsts, reorder  Develop to deliver whats promised priorities monthly on the contract  Try to discover problems earlier  Usually discover problems at the  Develop the project like an house end construction  Divide the project in small part and implement&A Nom du fichier – à compléter Management Presentation 4
  • 5. Be Organized & Systematic Our Methodology&A Nom du fichier – à compléter Management Presentation 5
  • 6. Methodology Overview The Implementation Phases The Implementation Phases&A Nom du fichier – à compléter Management Presentation 6
  • 7. Methodology – First Meeting Help the customer to decide... •• Help the customer to take a decision: Help the customer to take a decision: •• Presentation of the company Presentation of the company •• Demonstration of OpenERP Demonstration of OpenERP •• Explain the methodology Explain the methodology •• If you need more information If you need more information ••We have books, We have books, ••You can subscribe a training session (pay a little bit to see everything) You can subscribe a training session (pay a little bit to see everything) ••You can attend free demonstrations at our offices You can attend free demonstrations at our offices •• Next Step: Next Step: ••A quotation for the Pre-analysis A quotation for the Pre-analysis ••Sample of deliverables Sample of deliverables&A Nom du fichier – à compléter Management Presentation 7
  • 8. Methodology The Pre-Analysis&A Nom du fichier – à compléter Management Presentation 8
  • 9. Methodology – Pre-Analysis A fixed price quotation •• Your goals Your goals •• You work with us to evaluate OpenERP You work with us to evaluate OpenERP •• You get an dedicated analysis of your need You get an dedicated analysis of your need •• We start the project, no GO/NO GO decision We start the project, no GO/NO GO decision •• Our deliverables Our deliverables •• Summary of the project (risks, needs, ...) Summary of the project (risks, needs, ...) •• Detailed scope of the project (.XLS) Detailed scope of the project (.XLS) •• A quote for the full project A quote for the full project •• The contract (.DOC) The contract (.DOC) •• A Planning A Planning •• Our Goals Our Goals •• Understand your needs before quoting Understand your needs before quoting •• Reformulation of your needs according to our solutions Reformulation of your needs according to our solutions&A Nom du fichier – à compléter Management Presentation 9
  • 10. Methodology – Pre-Analysis How... •• Your project manager attend a generic training to perfectly understand Your project manager attend a generic training to perfectly understand OpenERP, his advantages and limits (5 Days) OpenERP, his advantages and limits (5 Days) •• Meeting with the management (1 day) Meeting with the management (1 day) •• Goals of the project Goals of the project •• Company overview Company overview •• Analysis with the “project manager” (5 days) Analysis with the “project manager” (5 days) •• Use-Cases Use-Cases •• Scope Documents Scope Documents •• Internal review by OpenERP experts (3 days) Internal review by OpenERP experts (3 days) •• Native vs Parametrization vs To Develop Native vs Parametrization vs To Develop •• Risks, Risks, •• Presentation of the project (1 day) Presentation of the project (1 day) •• Detailed Scope Detailed Scope •• Implementation Approach, Quote & Planning Implementation Approach, Quote & Planning&A Nom du fichier – à compléter Management Presentation 10
  • 11. Methodology – Pre-Analysis 2 Options... •• Option 1: help in change management & detailed analysis Option 1: help in change management & detailed analysis •• Interview of end-users Interview of end-users •• When do you need this: When do you need this: •• Your project manager does not know perfectly all needs Your project manager does not know perfectly all needs •• You need to prepare the employees to the change You need to prepare the employees to the change •• Option 2: implement a use case Option 2: implement a use case •• Develop/implement a specific use-case in OpenERP Develop/implement a specific use-case in OpenERP •• When do you need this: When do you need this: •• You are not sure OpenERP perfectly fit your needs You are not sure OpenERP perfectly fit your needs •• You need to convince the managers You need to convince the managers&A Nom du fichier – à compléter Management Presentation 11
  • 12. Methodology The Implementation Project&A Nom du fichier – à compléter Management Presentation 12
  • 13. Methodology – Implementation Key ideas... •• Know the big picture: Know the big picture: •• We implement ERP like houses: all plans, all foundations, all electricity, then We implement ERP like houses: all plans, all foundations, all electricity, then all finitions, etc. all finitions, etc. •• Most suppliers split by dept: accounting (plans, code, configure, test), then Most suppliers split by dept: accounting (plans, code, configure, test), then stock mgt (plans, code, configure, test...) stock mgt (plans, code, configure, test...) •• Steps: (replace by a picture) Steps: (replace by a picture) •• Do a detailed analysis Do a detailed analysis •• Deliver all screens Deliver all screens •• Start data integration (in parallel with others next steps) Start data integration (in parallel with others next steps) •• Build the logic (workflows) Build the logic (workflows) •• Build Reports Build Reports •• Validate everything Validate everything&A Nom du fichier – à compléter Management Presentation 13
  • 14. Methodology – Implementation Step 1 : The Detailed Analysis •• Deliverable: Deliverable: •• A document that describe the solution, not the need A document that describe the solution, not the need •• A list of screens A list of screens •• A list of workflows A list of workflows •• Some use-case and demo data Some use-case and demo data •• Goal: The customer can see the final result after this step !! Goal: The customer can see the final result after this step •• => Fast Feedback => Fast Feedback •• Tools: Screens & Workflow Designers Tools: Screens & Workflow Designers&A Nom du fichier – à compléter Management Presentation 14
  • 15. Methodology – Implementation Step 2 : The Screens •• Deliverable: Deliverable: •• A working version on OpenERP that has all screens adapted to the customer A working version on OpenERP that has all screens adapted to the customer need. Demonstration data are set. need. Demonstration data are set. •• After this first development step: After this first development step: •• The customer can test the solution and organize workshop with end users → The customer can test the solution and organize workshop with end users → Quick feedback Quick feedback&A Nom du fichier – à compléter Management Presentation 15
  • 16. Methodology – Implementation Step 3 : The Logic - Workflow •• Deliverable: Deliverable: •• A working version on OpenERP that integrate all the business logic and A working version on OpenERP that integrate all the business logic and computed fields computed fields •• After this phase: After this phase: •• The whole solution is working and tested by the customer. They are no The whole solution is working and tested by the customer. They are no report, nor customer data in the solution. report, nor customer data in the solution.&A Nom du fichier – à compléter Management Presentation 16
  • 17. Methodology – Implementation Step 4 : The Reports •• Deliverable: Deliverable: •• The solution is complete. The solution is complete. •• After this phase: After this phase: •• Everything works, we still need to validate with customers own data. Everything works, we still need to validate with customers own data.&A Nom du fichier – à compléter Management Presentation 17
  • 18. Methodology – Implementation Step 5 : Delivery •• Deliverable: Deliverable: •• All points of the main Scope Documents are signed by the customer. All points of the main Scope Documents are signed by the customer. •• After this phase: After this phase: •• We can start training end-users and put in production We can start training end-users and put in production&A Nom du fichier – à compléter Management Presentation 18
  • 19. Methodology Whats next ?&A Nom du fichier – à compléter Management Presentation 19
  • 20. Methodology – After-Sales Services Step 5 : The facts •• It will not work perfectly, directly !! It will not work perfectly, directly •• We continue to assist end-users We continue to assist end-users •• We are reactive when troubles are detected in production We are reactive when troubles are detected in production •• We need to be supported by management We need to be supported by management •• → We do provide a guarantee of needs → We do provide a guarantee of needs •• After 2 months: After 2 months: •• Everyone will be happy !! Everyone will be happy&A Nom du fichier – à compléter Management Presentation 20
  • 21. Methodology – After-Sales Services Step 5 : Maintenance & Support •• … to be continued ... … to be continued ...&A Nom du fichier – à compléter Management Presentation 21
  • 22. Next Step ?&A Nom du fichier – à compléter Management Presentation
  • 23. Next Step Lets continue... •• Next Step Next Step •• Quote for the Pre-Analysis phase Quote for the Pre-Analysis phase •• Option 1: change management Option 1: change management •• Option 2: use-case Option 2: use-case&A Nom du fichier – à compléter Management Presentation 23