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Implementation Assistance
 

Implementation Assistance

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    Implementation Assistance Implementation Assistance Presentation Transcript

    • OpenERP Implementation AssistanceNom du fichier – à compléter OpenERP Implementation Assistance Proposal
    • Table of Contents✔ Activity and summary of the clients needs✔ The “Self-Service” Approach✔ Our Implementation Assistance Services✔ Pre-requisities from the client✔ OpenERP SA OfferNom du fichier – à compléter OpenERP Implementation Assistance Proposal
    • Activity and summary of clients needsNom du fichier – à compléter OpenERP Implementation Assistance Proposal
    • Activity and summary of the clients needs✔ Necessary information • Industry sector: • Products: • Employees/users: • Budget for the implementation: • Contact person for ERP: •✔ The functionalities the company is looking for are (custom modules not included): • Sales management • Purchase management • Warehouse management • Project Management • Knowledge management • Accounting • Human Resources✔✔ Deadlines : • Decision deadline : • Operational solution : Nom du fichier – à compléter OpenERP Implementation Assistance Proposal
    • Data Import The customer does not need to import data in the system as he is working with a small number of products, customers and suppliers. Everything can be entered manually.Nom du fichier – à compléter OpenERP Implementation Assistance Proposal
    • The “Self-Service” ApproachNom du fichier – à compléter OpenERP Implementation Assistance Proposal
    • Implementation approaches✔ How to implement OpenERP at the client? • Do it yourself with our Implementation Assistance • Contact a partner for on-site full implementation services Implementation Assistance Partner Services √ out-of-the-box solution √ ideal for specific needs √ low costs (fixed price) √ allows custom developments √ fast (between 15 and 30 √ on site services working days) - pay per day of service (usually - no custom developments time & material project) - official modules only Ideal for <10 users Ideal for >10 usersNom du fichier – à compléter OpenERP Implementation Assistance Proposal
    • Implementation Assistance✔ We propose you to configure OpenERP yourself with our implementation assistance service in 6 phases, described in the next slides.✔ We provide you an online OpenERP instance to configure it easily. Once the configuration fits your need, you can choose between: • Use Online • Use on-site on your own server✔ The configuration process may take between 15 to 30 days.✔ At the end of the implementation we propose you to choose between: • Online on demand (SaaS) solution including: o A functional support trough livechat o A technical support bugfixing, backups recovery system. o A migration contract Or • Onsite solution with the possibility to take: o One year assistance contract : 5h00 phone/livechat/email support o The Open Publisher Warranty contract including bugfixing, migration and security alerts. Nom du fichier – à compléter OpenERP Implementation Assistance Proposal
    • Our Implementation Assistance ServiceNom du fichier – à compléter OpenERP Implementation Assistance Proposal
    • Implementation Plan1/ Analysis 2/ Training 3/ Configuration 4/ Customization 5/ Importation 6/ Maintenance Proposed implementation steps: ✔ We do an analysis of your needs on the phone ✔ We train you online ✔ We help you configure OpenERP ✔ We do a customization according to your requirements ✔ We help you import your data (optional) ✔ We offer you one year of maintenance and support Nom du fichier – à compléter OpenERP Implementation Assistance Proposal
    • 1/ Needs Analysis1/Analysis 2/ Training 3/ Configuration 4/ Customization 5/ Importation 6/ Maintenance A call will be planned with your project manager to analyse your needs and propose solutions based on OpenERP official modules. At the end of this call, we will provide you: • The list of modules to install • A series of advices to setup the application according to your needs • The list of menus you will have to configure and an explanation on how to configure each of them. Nom du fichier – à compléter OpenERP Implementation Assistance Proposal
    • 2/ Online Training1/ Analysis 2/ Training 3/ Configuration 4/ Customization 5/ Importation 6/ Maintenance Trainings are provided online as a series of webinars of two hours each: • One hour presentation of the feature your need • One hour questions/answers on your needs We will also provide you: • The OpenERP books related to your need • An implementation tutorial • Screencasts of webinars for specific needs Nom du fichier – à compléter OpenERP Implementation Assistance Proposal
    • 3/ Configuration1/ Analysis 2/ Training 3/ Configuration 4/ Customization 5/ Importation 6/ Maintenance You do the configuration of OpenERP according to our advices and list of menus to configure. We help you by providing phone and livechat support. Once you will have configured the different objects, your project manager will check your configuration of the system and will improve with you whats not clean enough. Nom du fichier – à compléter OpenERP Implementation Assistance Proposal
    • 4/ Customization (optional)1/ Analysis 2/ Training 3/ Configuration 4/ Customization 5/ Importation 6/ Maintenance We offer you three types of customization. Screens Workflows Reports Change any screen Change any workflow to We can help you to according to your adapt OpenERP customize existing need: processes to your reports or create✔ Add fields company flows: new ones:✔ Change layouts ✔ Adapt workflows ✔ statistic reports ✔ Add and configure roles ✔ printed layout of in the company existing reports ✔ Automate actions Nom du fichier – à compléter OpenERP Implementation Assistance Proposal
    • 5/ Importation (optional)1/Analysis 2/ Training 3/ Configuration 4/ Customization 5/ Importation 6/ Maintenance We can help you migrate your data from your existing application to OpenERP. According to your need, our project manager will define templates of different extensions files to be imported in OpenERP. You will be responible of exporting your data from your existing application to these templates of different extensions files. Our project manager offers you support but can not do the work. We also provide custom services for more complex importation on demand. Nom du fichier – à compléter OpenERP Implementation Assistance Proposal
    • 6/ Maintenance1/Analysis 2/ Training 3/ Configuration 4/ Customization 5/ Importation 6/ Maintenance In order to efficiently work together, the whole configuration process is made on an OpenERP online instance we have setup for you. Once your instance is ready, you can choose to use it online or install it on your own server. • Use Online: our online offer (39€ user*month) includes full maintenance, support, backups & migrations. • Use On-Site: we will provide you a one year support contract (phone, email or chat in the application) and the OpenERP Publisher Warranty (bugfixing, migrations, security alerts) Our project manager can help you deploy OpenERP on your own server. Nom du fichier – à compléter OpenERP Implementation Assistance Proposal
    • Pre-requisites from the clientNom du fichier – à compléter OpenERP Implementation Assistance Proposal
    • Pre-requisities✔ The client must: • Select am internal project manager responsible for the implementation and the training of the end-users • This project manager must book between 5 and 10 days for the configuration of OpenERP •✔ If you selected to import data automatically in OpenERP, please ensure that: • You are able to export data from your current application yourself in Excel or .CSV files. •✔ We need to get the availabilities of your project manager so that we can propose your an implementation planning. Nom du fichier – à compléter OpenERP Implementation Assistance Proposal
    • OpenERP SA OfferNom du fichier – à compléter OpenERP Implementation Assistance Proposal
    • ✔ Dont hesitate to contact our Implementation Assistance team for more information: • Name: Maxime Glorieux • Mail: mgl@openerp.com • Phone: + 32 (0) 2 290 34 90 Nom du fichier – à compléter OpenERP Implementation Assistance Proposal