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OpenERP - Sharing OpenERP content & New social features
OpenERP - Sharing OpenERP content & New social features
OpenERP - Sharing OpenERP content & New social features
OpenERP - Sharing OpenERP content & New social features
OpenERP - Sharing OpenERP content & New social features
OpenERP - Sharing OpenERP content & New social features
OpenERP - Sharing OpenERP content & New social features
OpenERP - Sharing OpenERP content & New social features
OpenERP - Sharing OpenERP content & New social features
OpenERP - Sharing OpenERP content & New social features
OpenERP - Sharing OpenERP content & New social features
OpenERP - Sharing OpenERP content & New social features
OpenERP - Sharing OpenERP content & New social features
OpenERP - Sharing OpenERP content & New social features
OpenERP - Sharing OpenERP content & New social features
OpenERP - Sharing OpenERP content & New social features
OpenERP - Sharing OpenERP content & New social features
OpenERP - Sharing OpenERP content & New social features
OpenERP - Sharing OpenERP content & New social features
OpenERP - Sharing OpenERP content & New social features
OpenERP - Sharing OpenERP content & New social features
OpenERP - Sharing OpenERP content & New social features
OpenERP - Sharing OpenERP content & New social features
OpenERP - Sharing OpenERP content & New social features
OpenERP - Sharing OpenERP content & New social features
OpenERP - Sharing OpenERP content & New social features
OpenERP - Sharing OpenERP content & New social features
OpenERP - Sharing OpenERP content & New social features
OpenERP - Sharing OpenERP content & New social features
OpenERP - Sharing OpenERP content & New social features
OpenERP - Sharing OpenERP content & New social features
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OpenERP - Sharing OpenERP content & New social features

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  • 1. Sharing OpenERP content & New social features Thibault DelavalléeOpenERP Community, Customers and Partners summit 10 April 2012 1
  • 2. Introduction ● Being Social … what is it ? 2OpenERP Community, Customers and Partners summit 10 April 2012 2
  • 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. 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. 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. 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. 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. 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. 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. 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. 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. 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. 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. 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. Linkedin plugin (WIP) ● Contact screen, now ... 15OpenERP Community, Customers and Partners summit 10 April 2012 15
  • 16. Linkedin plugin (WIP) ● Purpose of plugin: use information available on Linkedin 16OpenERP Community, Customers and Partners summit 10 April 2012 16
  • 17. Linkedin plugin (WIP) ● Partner screen, with the new design and Linked plugin 17OpenERP Community, Customers and Partners summit 10 April 2012 17
  • 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. 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. 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. 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. EDI ● Easy way to exchange documents 22OpenERP Community, Customers and Partners summit 10 April 2012 22
  • 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. 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. 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. 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. 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. 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. 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. 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. 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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