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Leading the next generation
of Business Apps
Fabien Pinckaers – Founder
Leading the next generation
of Business Apps
Fabien Pinckaers – Founder

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Agenda
Status, Challenges & Ambition
1
Roadmap: new features v82
Roadmap: frontend3
Transforming the ERP world4
Conclusion5

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Mission Statement

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Company: Milestones & History

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Open the world; what a challenge...
1)Establish a growing company
2)Develop a disruptive product
3)Develop a strong open source business
model
4)Become the leader in open souce ERPs
5)Be the world's most installed management soft
6)Be the world's most used management soft
7)Be the worldwide leader in management soft.
→ already 2.000.000
users !
→ already 2.000.000
users !

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Product: Integrated Business Apps

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Product: A Disruptive Approach

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Product: Best of the 2 worlds...

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Product: Powerful yet super flexible

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Offer: Fast Growth

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Market: A Strong Position

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Brand: A Wide Range of Customers

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At a glance

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Status, Challenges & Ambition
1
Roadmap: new features v82
Roadmap: frontend3
Transforming the ERP world4
Conclusion5

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Version 8 Roadmap: Top Priorities
Version 8: a focus on Accounting,
WMS, Sales & Frontend; every little
detail to reach perfection.
Customization tools for out-of-the-
box approaches.

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Version 8 Roadmap
 Accounting
 CRM
 Contracts
 Projects
 Human Resources
 Purchases
 Warehouse
Management
 Manufacturing
 Events
Improvements at a GlanceImprovements at a Glance
 Google Integration
 Survey
 CMS
 Ecommerce
 Communication Tools
 Framework: New API

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AccountingAccounting

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Accounting
What do accountants need?
• Dashboard to check the business at a glance
• Faster reconciliation tools
• Bank interfaces (statements import and payments
upload)
• Easier customization (of taxes, journals, ...)
• Better out-of-the-box localisations
Version 8: Designed for AccountantsVersion 8: Designed for Accountants

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New Features
Around 25 new features including:
 Dashboard with alerts & KPI
 Improved import statement tool (+OFX, QIF
support)
 Improved reconciliation tool
 Redesign of taxes definition
 New reports like the cashflow statements
 Spreadsheets integration (budgets, ...)
 Support for payment providers (like paypal)

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Example 1: Your KPI at a Glance

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Bank Statement Reconciliation
• Match statement lines
with the corresponding
account move lines (debit)
• Manage advanced
reconciliation if needed

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●
Simplify the creation of taxes
New Tax Definition form

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Paypal fees
Set up Paypal fees for
national and
international
transactions
Let customers pay charges
according to a set fee %
and their country

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CRMCRM

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CRM: new features
 Multiple sales team management
 Improved Kanban views
 Improved Lead Management
 Contacts deduplication tools
 Channel Management (Geo-Localisation)
 Spreadsheet Integration (commissions)
 Live Chat to talk to your website visitor

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Sales Team Management

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Live Chat With Customers

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Boost Engagement With Gamification
• Leaderboards
• Team Targets
• Commissions Followup
• Personal Objectives

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Spreadsheet Integration
 Design your custom dashboards with
spreadsheet integration:
• Sales Commissions,
• Lead Management Dashboards,
• Consolidated KPIs,
• Sales Forecasts,
 Integrate sales tools with Google Docs:
• Lead qualification forms,
• Product sheets, ...

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Improved Contracts Management
 Improved Templates of Contracts
 Recurring Invoices
 Create tasks/projects based on template

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Project ManagementProject Management

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Users Love the Kanban View
Customize kanban views to fit your process.
• Wording: trainings, board meetings, support tickets, ...
• Customized kanban: tooltips, stages, empty views
• Security: share project with customers, publish projects

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Little Big Details
Quality is in the detailsQuality is in the details

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Human ResourcesHuman Resources

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Improved HR Management
Employee's Improvements:
• Gamification
• Enterprise Social Network (Twitter Like)
• Chat
Improvements for HR Manager:
• Improved messages and “Need Actions”
• Improved appraisals
• Improved recruitments:
o Customized kanban view
o Template of emails

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Social aspects
Status:
Done

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Appraisals & Objectives

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Give rewards and badges

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Recruitment: improved kanban

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Purchase ManagementPurchase Management

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Improved Purchase Management
Purchase Tender
• Call for bids
• Improved workflow
• Vendor selection and comparison
• Support for Lots
Improved Purchase process
• Draft Purchase Order
• Requests for Quotation

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Calls for bids 2

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Warehouse ManagementWarehouse Management

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OpenERP WMS
 Routes
• Push Rules
• Pull Rules
 Advanced Flows
• Pick → Pack → Ship
• Cross-Docking
• Drop Shipping
 Bins Management
• Removal Strategies
• Put Away Strategies
 Pickings
• Wave Pickings
• Batch Pickings
Full Refactoring: –2500 lines of code!Full Refactoring: –2500 lines of code!
 Costing
• Multi-Company
• FIFO/LIFO
 Packing Operations
• Palets, Boxes, Containers
• Full barcode support
 Full barcode support
• Barcode on documents
• Web UI for packings
 Lots Management
• Quants, Reservation,
Tracking
 Scalability:
• Manage millions of records

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MiscMisc

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Misc
250+ others tasks to improve existing modules:
 Manufacturing,
• Disassemble Operations
• Improved Scheduler and routing
 Events Management,
 Survey,
 Document Management,
 Oauth Authentification,
 Google Drive Integration,
 Framework new API, ...

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Example: events

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Status, Challenges & Ambition
1
Roadmap: new features v82
Roadmap: frontend3
Transforming the ERP world4
Conclusion5

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OpenERP = Frontend + Backend
Demo by Antony Lesuisse – CTO
OpenERP = Frontend + Backend
Demo by Antony Lesuisse – CTO

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Disrupting the CMS & eCommerce Market
Super Easy
 Full Inline Edition
 No Menu/Banner/... Editor
 Ready out-of-the-box
Enterprise Ready
 Events,
 Ecommerce,
 Contact forms (leads),
 Live chat,
 News,
 Customer Portal, ...
Design Beautiful Pages
 No static themes, cool
snippets
 No bloated page editors
 Design clean layouts easily
Powerful
 No synchronization required
 Full customer portal
 Support all OpenERP
features (advanced taxes,
pricelists, auth, ...)

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Want a CMS & eCommerce?
We offer:
 Out-of-the-box OpenERP
implementation
 Your CMS website
 Your eCommerce solution
 A custom design
 Hosted on our cloud
We ask:
 Invest time in testing the
CMS app
 12.000€
OpenERP is looking for 10 beta customersOpenERP is looking for 10 beta customers
Interested?
 FR:
beh@openerp.com
 EN: rse@openerp.com
Contact us if you want your
CMS & eCommerce on
OpenERP.
Implementation timing: 2 to
3 months.

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Status, Challenges & Ambition
1
Roadmap: new features v82
Roadmap: frontend3
Transforming the ERP world4
Conclusion5

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Market: Wide Open

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Brand: 300+ Universities Teach OpenERP

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Increase Timezone & Geographical Coverage

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Offer: Top Maintenance Services
Area of Investments:
 Apps Plateform
 Promote Third Party Apps
 Smoother upgrades
 First level support
Customer Value:
 New free apps every
month
 Smooth upgrades
 Smooth updates
 Long Term Maintenance
 Quality Support

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Status, Challenges & Ambition
1
Roadmap: new features v82
Roadmap: frontend3
Transforming the ERP world4
Conclusion5

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The OpenERP Market is Evolving
Out-of-the-box
Implementations
Small Custom
Projects
Implementation
Projects
Typical Size <15k€ 15k€ to 50k€ > 50k€
Project Type No custom devs, SaaS Custom devs but
small budgets
Implementation
projects (devs,
pm, ...)
Profitability High Margins
Easy to Scale
Low Margins
Difficult to Scale
High Margins
Scalable
Competitivity High Low High
Strategy Quickstart Approach
Sales + functionals
← Leave this zone →
Move to the left (no custom
devs) or to the right
(increase project size)
Project Managers
Current Actors / Most Ready Partners Silver-Gold
Partners
→ V7 allows new opportunities to sell OpenERP out-of-the-box.
This is an opportunity for partners to develop a more competitive
offer to SMEs which is also more profitable and scalable.
→ V7 allows new opportunities to sell OpenERP out-of-the-box.
This is an opportunity for partners to develop a more competitive
offer to SMEs which is also more profitable and scalable.