Presentation of our business management tool based on Plone.

1. «
Uz
»
by
Affinitic
PLOG
Sorento,
23/04/2014

2. Problematics
Fact
1:
developers
are
amazing
artists
creating
great
functionalities
but
not
always
concerned
about
down-­‐to-­‐earth
details
like
money…
Fact
2:
in
a
small
private
sector
company
like
ours,
it’s
not
always
easy
to
insure
the
continuity
of
resources
(cash
flow)

3. Problematics
Ê How
to
make
sure
that
everyone
gets
paid
at
the
end
of
the
journey?
Ê How
to
stay
transparent
with
clients
concerning
hours?
Ê How
to
distinguish
fixed
price
projects
with
“time
&
material”
projects?
Ê How
to
make
sure
that
a
project
stays
profitable
Ê How
to
to
make
good
assumptions
for
business
in
the
coming
months?

4. «
Uz
»
is
our
answer
Business
tool
with
relational
database
in
a
Plone
portal
Today:
Ê Registration
of
the
work
done,
every
day,
by
everyone
in
the
company
Ê Business
reports
&
stats
Ê Access
for
customers
(user
management
of
Plone:
groups
&
permissions)
Tomorrow:
Ê Prevision
tool
/
provisional
timetable
/
resources
on
a
project

5. «
Uz
»
is
our
answer
Ê Complementary
with
project
management
tools:
Ê Integration
of
the
iterations
of
a
project
with
budget
Ê Use
of
ticket
references
(TRAC)
Ê Complementary
with
invoicing
tools:
Ê Showing
a
summary
of
the
hours
done
for
a
specific
clients
in
a
month
Ê Vision
giver:
“Where
are
we?”
&
“Where
are
we
going?”

6. Approach
Ê Share
with
the
community
to
see
if
other
people
are
confronted
with
the
same
concerns
Ê Exchange
thoughts
and
practices
about
this
Ê Make
it
public
and
translate
it
Ê Add
tests,
add
documentation
Ê Go
further
with
the
prevision
side
(with
or
without
help)

7. LIVE
Demo
Ê Employee
access
Ê Management
access
Ê Client
access

8. Thanks
for
your
attention
Ê Questions?
Ê Feel
free
to
come
and
discuss
with
us
Ê Laurent
Lasudry
–
laurent@affinitic.be
Ê Michel
Cervello
–
michel@affinitic.be