OpenERP - Project Methodology

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  • can you make those excel templates for the analyses and testing available?
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OpenERP - Project Methodology

  1. 1. OpenERP Project Methodology PRESENTER SAMUEL MARTINSPROJECT AND SERVICES DIRECTOR SAM@OPENERP.COM
  2. 2. OpenERP project STEPS Pre-analysis Pre-Sales Demo Training offerGAP-analysis POC GAP-analysis Estimation Planning OpenERP Enterprise OpenERP Enterprise Detailed Functional Technical analysis analysis analysis Developments IntegrationDevelopments & Unit tests tests UserClient testing User training Acceptance testing Live Warranty DataDeployment environment migration Go live period release support PostDeployment L1 support L2 support support
  3. 3. Project – phase by phase GAP-analysis POC GAP-analysis Estimation PlanningThe purpose of the Gap Analysis is to Evaluate the project scope Determine the customization level which will be required Assess the investments required Plan the project Organise the project governance
  4. 4. Project – phase by phase GAP-analysis POC GAP-analysis Estimation Planning HOW?Step 1: Company Mind Maps – Interviews:
  5. 5. Project – phase by phase GAP-analysis POC GAP-analysis Estimation Planning HOW?Step 2: Key Users Mind Maps – Interviews:
  6. 6. Project – phase by phase GAP-analysis POC GAP-analysis Estimation Planning HOW?Step 3: Define the GAPS and Estimates: List the GAP’s Weight the GAP’s : • Complexity • Analysis • Development
  7. 7. Project – phase by phase GAP-analysis POC GAP-analysis Estimation Planning HOW?Step 3: Define the GAPS and Estimates: Estimation based on: • Project Management • Analysis • Development • Testing • Migration • Deployment • Support
  8. 8. Project – phase by phase GAP-analysis POC GAP-analysis Estimation Planning HOW?Step 4: Plan the ProjectPlan the project trying to phase development in small sprints:• short analysis/development time => Quick in customer’s hand => Be AGILE
  9. 9. Project – phase by phaseGAP-analysis POC GAP-analysis Estimation PlanningThe deliverables of the Gap Analysis are : Gap Analysis reporting (Needs, Scope, Risks, GAP’s) Gap Analysis Matrix Project Road map Financial estimate Agreement on validation process and project
  10. 10. Project – phase by phase Detailed Functional Technical Development Integration analysis analysis Developments s & Unit tests tests analysisThe Analysis purpose is to Design the solution Validate the solution Finalise the development estimation from both a functional and technical point of viewThe Development purpose is to Implement the solution, Test the solution Validate the solution with Key Users
  11. 11. Project – phase by phaseDetailed Functional Technical Development Integration analysis analysis Developments s & Unit tests testsanalysisBE AGILE Short Project Cycles: • Increase Project visibility with client (demo’s, user tests,...) • Keep control of requirements (quick technical and functional validation) • Increase quality (early testing allows you to identify issues early and solve them)
  12. 12. Project – phase by phaseDetailed Functional Technical Development Integration analysis analysis Developments s & Unit tests testsanalysisHow to analyse: Use the Detailed analysis template to define: Process description and workflows
  13. 13. Project – phase by phaseDetailed Functional Technical Development Integration analysis analysis Developments s & Unit tests testsanalysis Views and wizards using mockups
  14. 14. Project – phase by phase Detailed Functional Technical Development Integration analysis analysis Developments s & Unit tests tests analysis Access rights Objects User type 1 User type 2 User Type 3 Rights Rights Rights Name CRUD C R Address,… No D U“Rights” = access rights. “C” = create : user can create a new value for the object, ”R” = read : user can read/access the object, “U” = update : user can modify an existing object, “D” = delete : user can delete an existing object, “No”: user has no access to the object.
  15. 15. Project – phase by phaseDetailed Functional Technical Development Integration analysis analysis Developments s & Unit tests testsanalysis Change requests Change Request Flow
  16. 16. Project – phase by phase Detailed Functional Technical Development Integration analysis analysis Developments s & Unit tests tests analysisThe deliverables of the Analysis are : Detailed description of Processes and Activities Views, Workflows and Wizards Access rights Reports and Data Model Detailed interface description Infrastructure setup High level Test Plan Review workload estimates and planning
  17. 17. Project – phase by phase Detailed Functional Technical Development Integration analysis analysis Developments s & Unit tests tests analysisThe deliverables of the Developments are : Software configuration Custom modules Interfaces Data Import tools Test plan
  18. 18. Project – phase by phase UserClient testing User training Acceptance testingThe Client Testing purpose is to Train the client End Users Handover the application to the client Allow the client to perform end to end testing including: Application Interfaces Access rights Outputs Reports Put in Place the support tools (Bugs shared view, governance,...)
  19. 19. Project – phase by phase UserClient testing User training Acceptance testingBugs shared view
  20. 20. Project – phase by phase User Client testing User training Acceptance testingThe deliverables of the Client Testing (UAT) are : Training material User guides Full test report Approval for production deployment
  21. 21. Project – phase by phase Live Warranty Post DataDeployment environment migration Go live period Deployment L1 support L2 support release support support The (post) Deployment purpose is Deliver the solution into the production server Migrate the data if any Launch the production activities Support users (Question / bug fixing,...)

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