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Sharing OpenERP content &                                   New social features                                           ...
Introduction   ●   Being Social … what is it ?                                                                            ...
Introduction   ●   Being Social … what is it ?         –   more Facebook posts than             emails sent         –   co...
Introduction   ●   Being Social … what is it ?         –   more Facebook posts than             emails sent         –   co...
Introduction   ●   Daily life in a company ...         –   invoices to send, receive, (re)encode, phonecalls, emails, …   ...
Introduction   ●   Context of social in companies: not talking about photos         –   invoices         –   meetings     ...
Introduction   ●   No centralized system   ●   Social decentralized system ?             → mail gateway: a bridge between ...
Outline   ●   Introduction   ●   Social features: OpenChatter, Wall, Linkedin plugin   ●   Share and invite   ●   EDI   ● ...
Outline   ●   Introduction   ●   Social features: OpenChatter, Wall, Linkedin plugin   ●   Share and invite   ●   EDI   ● ...
OpenChatter social feature   ●   Messaging system on a record         –   system messages: state update, stage change, rec...
OpenChatter social feature   ●   Purchase manager   ●   Today         –   purchase order sent to 1 partner         –   mus...
OpenChatter social feature: advantages   ●   Server simplification (res.log, requests)   ●   Communication history cleanin...
OpenChatter social feature: use it !   ●   inherit from mail.thread mixin class   ●   use Thread widget   ●   send notific...
OpenChatter social features: Wall   ●   Make OpenERP proactive !         –   Main feeds page         –   Receive update of...
Linkedin plugin (WIP)   ●   Contact screen, now ...                                                                       ...
Linkedin plugin (WIP)   ●   Purpose of plugin: use information available on Linkedin                                      ...
Linkedin plugin (WIP)   ●   Partner screen, with the new design and Linked plugin                                         ...
Linkedin plugin (WIP)   ●   New Linkedin plugin         –   fetch data from Linkedin         –   update partner view   ●  ...
Outline   ●   Introduction   ●   Social features: OpenChatter, Wall, Linkedin plugin   ●   Share and invite   ●   EDI   ● ...
Share and invite   ●   Sharing information is a daily requirement         –   give access to task to clients         –   t...
Outline   ●   Introduction   ●   Social features: OpenChatter, Wall, Linkedin plugin   ●   Share and invite   ●   EDI   ● ...
EDI   ●   Easy way to exchange documents                                                                              22Op...
EDI   ●   Easy way to exchange documents   ●   Send invoices directly to clients       → each invoice cost averages 24€   ...
EDI   ●   Base: document serialization       in JSON   ●   New standard, simple and       lightweight         –   record v...
Using EDI in your addon   ●   Inherit from the EDIMixin class   ●   Define primitives to build the import / export of your...
Outline   ●   Introduction   ●   Social features: OpenChatter, Wall, Linkedin plugin   ●   Share and invite   ●   EDI   ● ...
OpenERP goes viral   ●   Going viral: not without being social         –   EDI needs a good share and invite mechanism    ...
Outline   ●   Introduction   ●   Social features: OpenChatter, Wall, Linkedin plugin   ●   Share and invite   ●   EDI   ● ...
Mobile   ●   Increasing use of mobiles devices   ●   OpenERP mobile design   ●   Currently: complete read access   ●   Fut...
Outline   ●   Introduction   ●   Social features: OpenChatter, Wall, Linkedin plugin   ●   Share and invite   ●   EDI   ● ...
Conclusion   ●   Currently, companies are still at stone age when speaking       about social   ●   Social generally impli...
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OpenERP - Sharing OpenERP content & New social features

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Transcript of "OpenERP - Sharing OpenERP content & New social features"

  1. 1. Sharing OpenERP content & New social features Thibault DelavalléeOpenERP Community, Customers and Partners summit 10 April 2012 1
  2. 2. Introduction ● Being Social … what is it ? 2OpenERP Community, Customers and Partners summit 10 April 2012 2
  3. 3. Introduction ● Being Social … what is it ? – more Facebook posts than emails sent – companies using Twitter average 2 times more leads – networking through social medias more and more crucial → not only Buzz ! 3OpenERP Community, Customers and Partners summit 10 April 2012 3
  4. 4. Introduction ● Being Social … what is it ? – more Facebook posts than emails sent – companies using Twitter average 2 times more leads – networking through social medias more and more crucial → not only Buzz ! ● People have incorporated social media in their lifes ● What about companies ? 4OpenERP Community, Customers and Partners summit 10 April 2012 4
  5. 5. Introduction ● Daily life in a company ... – invoices to send, receive, (re)encode, phonecalls, emails, … → inefficient ! – still struggling with stone age ! ● This process should be improved … ● We believe OpenERP can do it ! – open system – strong foundations – keep simple… 5OpenERP Community, Customers and Partners summit 10 April 2012 5
  6. 6. Introduction ● Context of social in companies: not talking about photos – invoices – meetings – … daily business ! ● Centralized system ? – critical mass effect – think of Facebook with 100 people using it ! – EDI alone cant do it … ● → centralized system impossible 6OpenERP Community, Customers and Partners summit 10 April 2012 6
  7. 7. Introduction ● No centralized system ● Social decentralized system ? → mail gateway: a bridge between those two worlds ● Ex: sales manager – today: schedule 2 meetings, send an invoice to client, forward to other clients or interested people → takes 3 hours, inefficient ! – tomorrow: efficient ! 7OpenERP Community, Customers and Partners summit 10 April 2012 7
  8. 8. Outline ● Introduction ● Social features: OpenChatter, Wall, Linkedin plugin ● Share and invite ● EDI ● Going viral ? ● Mobile display ● Conclusion 8OpenERP Community, Customers and Partners summit 10 April 2012 8
  9. 9. Outline ● Introduction ● Social features: OpenChatter, Wall, Linkedin plugin ● Share and invite ● EDI ● Going viral ? ● Mobile display ● Conclusion 9OpenERP Community, Customers and Partners summit 10 April 2012 9
  10. 10. OpenChatter social feature ● Messaging system on a record – system messages: state update, stage change, record logs, ... – user messages: comment, discussions, ... – emails → discussion centralization ! ● Invite mechanism – push to users using @login – invite people using the share module → people centralization, easy viral invite mechanism ! 10OpenERP Community, Customers and Partners summit 10 April 2012 10
  11. 11. OpenChatter social feature ● Purchase manager ● Today – purchase order sent to 1 partner – must send manually to other recipients (suppliers, manager) – communication history incomplete (emails, messaging, ...) ● With OpenChatter – sale order sent to all followers – invite interested people to keep them updated – communication centralization 11OpenERP Community, Customers and Partners summit 10 April 2012 11
  12. 12. OpenChatter social feature: advantages ● Server simplification (res.log, requests) ● Communication history cleaning – discussion threads – system notification: state update, stage changes, … – sent and received emails ● Choose the documents to follow ● Relieve a daily burden of communication ! 12OpenERP Community, Customers and Partners summit 10 April 2012 12
  13. 13. OpenChatter social feature: use it ! ● inherit from mail.thread mixin class ● use Thread widget ● send notifications on main steps of your workflow – message_append_note – be coherent when adding messages ● override default behavior – message_get_followers – message_load 13OpenERP Community, Customers and Partners summit 10 April 2012 13
  14. 14. OpenChatter social features: Wall ● Make OpenERP proactive ! – Main feeds page – Receive update of the documents you follow – Start a discussion with @login – Hide/delete discussions ● ex: leave request 14OpenERP Community, Customers and Partners summit 10 April 2012 14
  15. 15. Linkedin plugin (WIP) ● Contact screen, now ... 15OpenERP Community, Customers and Partners summit 10 April 2012 15
  16. 16. Linkedin plugin (WIP) ● Purpose of plugin: use information available on Linkedin 16OpenERP Community, Customers and Partners summit 10 April 2012 16
  17. 17. Linkedin plugin (WIP) ● Partner screen, with the new design and Linked plugin 17OpenERP Community, Customers and Partners summit 10 April 2012 17
  18. 18. Linkedin plugin (WIP) ● New Linkedin plugin – fetch data from Linkedin – update partner view ● Key points – no more manual data entering – automatic data synchronization – clean and uniform look & feel through the application 18OpenERP Community, Customers and Partners summit 10 April 2012 18
  19. 19. Outline ● Introduction ● Social features: OpenChatter, Wall, Linkedin plugin ● Share and invite ● EDI ● Going viral ? ● Mobile display ● Conclusion 19OpenERP Community, Customers and Partners summit 10 April 2012 19
  20. 20. Share and invite ● Sharing information is a daily requirement – give access to task to clients – tickets management – product list – … ● Use share to – embed OpenERP inside your website – share documents with external people – invite people with OpenChatter ● Portal 20OpenERP Community, Customers and Partners summit 10 April 2012 20
  21. 21. Outline ● Introduction ● Social features: OpenChatter, Wall, Linkedin plugin ● Share and invite ● EDI ● Going viral ? ● Mobile display ● Conclusion 21OpenERP Community, Customers and Partners summit 10 April 2012 21
  22. 22. EDI ● Easy way to exchange documents 22OpenERP Community, Customers and Partners summit 10 April 2012 22
  23. 23. EDI ● Easy way to exchange documents ● Send invoices directly to clients → each invoice cost averages 24€ → EDI can be really interesting ! ● Electronic payment (Paypal account) 23OpenERP Community, Customers and Partners summit 10 April 2012 23
  24. 24. EDI ● Base: document serialization in JSON ● New standard, simple and lightweight – record values – some metadata (__model, __module, __id) – nested dictionaries for relationships 24OpenERP Community, Customers and Partners summit 10 April 2012 24
  25. 25. Using EDI in your addon ● Inherit from the EDIMixin class ● Define primitives to build the import / export of your EDI ● Define specific behavior by overriding edi_export and edi_import – ex: sale order → purchase order 25OpenERP Community, Customers and Partners summit 10 April 2012 25
  26. 26. Outline ● Introduction ● Social features: OpenChatter, Wall, Linkedin plugin ● Share and invite ● EDI ● Going viral ? ● Mobile display ● Conclusion 26OpenERP Community, Customers and Partners summit 10 April 2012 26
  27. 27. OpenERP goes viral ● Going viral: not without being social – EDI needs a good share and invite mechanism – share mechanism requires a centralized system – OpenERP makes centralization with the mail gateway and OpenChatter ● If client send 100 invoices → 100 new emails → 100 prospects ● Real interest for integrators and partners ● Bring clients and users 27OpenERP Community, Customers and Partners summit 10 April 2012 27
  28. 28. Outline ● Introduction ● Social features: OpenChatter, Wall, Linkedin plugin ● Share and invite ● EDI ● Going viral ? ● Mobile display ● Conclusion 28OpenERP Community, Customers and Partners summit 10 April 2012 28
  29. 29. Mobile ● Increasing use of mobiles devices ● OpenERP mobile design ● Currently: complete read access ● Future: provide a write access 29OpenERP Community, Customers and Partners summit 10 April 2012 29
  30. 30. Outline ● Introduction ● Social features: OpenChatter, Wall, Linkedin plugin ● Share and invite ● EDI ● Going viral ? ● Mobile display ● Conclusion 30OpenERP Community, Customers and Partners summit 10 April 2012 30
  31. 31. Conclusion ● Currently, companies are still at stone age when speaking about social ● Social generally implies centralized systems → mail gateway: a bridge to a centralized system ! ● Develop a social ecosystem in OpenERP – OpenChatter, Wall, Linkedin plugin – Share documents – Invite users – Export, import and be viral through EDI ! 31OpenERP Community, Customers and Partners summit 10 April 2012 31
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