November, 2010
Openbravo and HIS: delivering innovation to
University information systems
Paolo Juvara
Chief Technology Of...
Page 2
The most complete functionality
The easiest to use
At the lowest cost
Openbravo and HIS: a common vision for Uni...
Page 3
Why Openbravo?
The Openbravo benefits
Openbravo and HIS
Agenda
Page 4
30 years of ERP
have left us
with...
Page 5
 Still only a small number of organizations are experiencing the benefits of
ERPs
 20% of companies worldwide own...
Page 6
Vision and positioning
VISION
The leading web-based open source ERP for every company
An ERP in every company. Impr...
Page 7
Openbravo: opening the future of ERP
Milestones
Publication of code (April 2006)
First Partner Program (April 200...
Page 8
Why Openbravo
The Openbravo benefits
Openbravo and HIS
Agenda
Page 9
Simplify your business
Openbravo ERP provides the foundation to simplify your
business
 Eliminate duplicate entry
...
Page 10
Openbravo ERP enables you to maximize your business
 Reduce operational costs
 Improve customer satisfaction
 E...
Page 11
Openbravo ERP unique value proposition
TheOpenbravo benefits
Comprehensive
Broad, streamlined
functionality
Innova...
Page 12
Comprehensive: Delivering business value across the organization
The Openbravo benefits
Openbravo offers a rich fu...
Page 13
Easy to use interface
Keyboard shortcuts
Grid and view mode
Auto-save
Multi-languate
Multi-company
Multi-organizat...
Page 14
Comprehensive: Extension Modules
The Openbravo benefits
Openbravo’s Exchange provides simple access to a growing c...
Page 15
Innovative: Easy to use Rich Internet App for today
The Openbravo benefits
Page 16
Innovative: Easy to use Rich Internet App for tomorrow
The Openbravo benefits
Page 17
Innovative: Easy to use Rich Internet App for tomorrow
The Openbravo benefits
Page 18
Why Openbravo
The Openbravo benefits
Openbravo and HIS
Agenda
Page 19
The most complete functionality
The easiest to use
At the lowest cost
Openbravo and HIS: a common vision for Un...
Page 20
A common vision for University Information Systems
A shared effort
Openbravo developers visited HIS in Hannover
...
Page 21
A common challenge
Openbravo and HIS
Functionality Usability Integration
Redesigned AP & AR
Accruals & deferrals
T...
Page 22
Q&A
Page 23
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Openbravo and HIS: delivering innovation to university information systems

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Openbravo presentation at the HIS user conference in Oberhof, Germany on November 9, 2010

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  • Good morning everybody.
    My name is Paolo Juvara and I am the Chief Technology Officer at Openbravo.
    First of all, I would like to apologize for not speaking German and being here in front of you presenting in English.
    To assist me with my presentation, I asked my colleague Stefan – who is a native German speaker – to translate my slides for me and to be here assisting me with questions.
    Today, we will project slides in German while I speak in English; if you have any question, feel free to ask it either in English or in German and, hopefully, one of us will be able to answer it.
  • You might be wondering why Openbravo is presenting at this conference on university information systems and why you should care about learning about Openbravo.
    About 18 months ago, HIS was in the middle of the development of its next generation university information system and contacted Openbravo with the idea of joining forces to deliver a common system with the most complete functionality, with the best usability and offered at the lowest cost.
    Openbravo enthusiastically accepted to enter in that partnership because that vision was perfectly aligned with the company's mission and values.
    Today, I will explain why.
  • To do that, I will cover three topics, first introducing you to the company, then explaining the benefits of our product and finally covering some of the work that Openbravo and HIS have executed together to realize that common vision.
    Let's start with an introduction to Openbravo...
  • Openbravo was born out of an observation.
    The ERP market is now mature and has been in existence for over 30 years...
  • … yet, there are still many problems with this market. The adoption levels are still very low, especially among smaller organizations and public institutions. ERPs have gained a horrible reputation for complexity, high costs and failed implementation projects.
    Most importantly user satisfaction levels are very low.
    In this landscape, a group of professionals that had built ERPs at different companies ranging from Oracle, SAP, Baan, Epicor, Exact and Microsoft, came together with the idea that there must be a better way.
  • Our vision is to ensure that every organization has access to an ERP. Despite their low adoption rates, there is no question that ERPs, with their centralized information processing and automation, can increase the efficiency of every organization, regardless of industry or geographic location.
    We therefore decided to setout and build the leading web based open source ERP for every organization.
    This decision was based on three core beliefs:
    1) Because the ERP market is mature, the basic functionality is not a differentiation anymore and it can and should be distributed for free.
    By giving access to commodity functionality for free in a package that is technologically advanced and easy to install and easy use, we can realize the vision of enabling every organization to get access to an ERP.
    2) The real business value comes from advanced functionality, which is often specialized by sector. This is what really allows users to take full profit from their ERP investment and this is where Openbravo has an opportunity to differentiate itself from its competitors and generate a business that is both sustainable and delivers high value to its customers.
    3) Providing advanced functionality by sector is beyond the capabilities of a single new entrant in the market. Today, however, there is a possibility of creating an ecosystem of like minded partners that collaborate around a common platform to delivers a better product that leverages the expertise of many.
    All of these elements pointed to a single common solution to the problem and convinced us to create Openbravo with the goal of building the leading web-based open source ERP company.
  • The company was started in 2006 and todays it has a direct presence in 3 countries: Spain – where the company was born -, the United States and India.
    It has partner network of more than 100 partners that extend its reach to over 20 countries.
    It is funded by top-tier European venture capital investors and it is managed by an experienced management team coming from many internationally recognized software vendors.
    Today Openbravo is the most downloaded ERP on the planet, with more than 1.8 million downloads and it has a very large ecosystem of developers, with nearly 12,000 registered developers who have produced solutions for a variety of sectors, ranging from wholesale distribution, to retail, to hospital management and higher education.
    This success story has earned us the attention of the press, including the prestigious BOSSIE award (as Best Open Source Solution) which has been awarded to us by Information Week for three times.
    We have also received attention by many top tier industry analysts, including Gartner, IDC, Forrester Research and The 451 Group who all have highlighted Openbravo as a company to watch.
  • Enough about corporate positioning... let's look at the product now and at the value that it delivers to its users.
  • Openbravo delivers benefits to its users stemming from two overarching principles:
    1) Simplification of the business processes
    2) Optimization of the business processes to maximize the return on investment from the ERP.
    Let's start with the simplification of the business processes.
    While it may sound counter-intuitive, to meet today’s complex challenges you must first simplify your business. Openbravo ERP enables you to do just that. With Openbravo, you will:
    * Eliminate duplicate data entry, with a powerful, integrated database that stores each piece of data only once. Instead, you will…
    * Centralize and maintain reliable data about customers, products, orders and whatever else is important to your business—all integrated with your financial and accounting data. Openbravo ERP simplifies through a single version of the truth that puts you in control.
    * Automate all core operational processes, from procure to pay through order to cash.
    * Streamline company-wide operations, eliminating unnecessary manual steps and allowing you to track the critical metrics for your organization.
    Finally, Openbravo ERP simplifies communication by allowing you to…
    * Collaborate across departments & geographies with an easy-to-use, browser-based interface that provides employees simple, secure access to integrated information from anywhere, at anytime.
  • Building on a simple and solid ERP foundation, Openbravo enables users to optimize their business processes to maximize of the return on investment from their ERP.
    Thanks to the advanced capabilities of our Professional Edition and the advanced, sector specific solutions delivered by our partner ecosystem, our users can enjoy additional benefits, including:
    * Reduction of operating costs
    * Improve customer satisfaction
    * Ability to expand to multiple sites and external users, with robust organizational modeling and role-based access controls.
    * Ability to streamline decision-making and enhance strategic execution
    Simplify and maximize your business—this core pattern enables our customers to create and sustain a competitive business advantage with Openbravo.
  • Our customers say that Openbravo is comprehensive, innovative and cost effective.
    Comprehensive because it provides a rich functional footprint that can be extended and specialized by modules provided by our ecosystem.
    Innovative because it is a highly productive web application developed on a cool technology that allows us to describe the application not in terms of code but in terms of business rules. This makes it very easy to extend and adapt the application while preserving the easy of upgrade.
    It is cost effective because it leverages the amazing economics of open source and allows us to pass its cost savings to our customers.
  • From a functional perspective, the base Openbravo product provides coverage for all of the core business processes of most organizations.
    It includes: procurement capabilities, sales management and CRM, basic warehouse management for inventory control, production capabilities for manufacturers and project accounting and project billing for service based organizations.
    All of the features are backed by an automated back office that integrates them with financial management and accounting.
    All processes are surrounded by embedded business intelligence capabilities that assist users in their decision making and are backed by a common master data management functionality.
  • From a platform perspective, the application is developed based on Application Dictionary technology that allows to express business logic in terms of business rules rather than code.
    It alos relies on open standards that make it easy for new developers to enter the Openbravo ecosystem and acquire the skills to be productive.
  • So far, I have covered the core Openbravo product.
    At the beginning of this presentation, I stated that collaboration is the best way to build products today and in fact a significant portion of the value that Openbravo delivers to its users does not come from the product itself, which is focused around commodity capabilities, but from the advanced solutions developed by our ecosystem of partners.
    To allow the efficient distribution of these solutions, Openbravo offers Openbravo Exchange, a global store or marketplace where user can find and acquire solutions for their Openbravo system.
    These solutions, or modules, can be authored either by Openbravo or by its partners. However, they always come with support and warranties that ensure their successful deployment.
    Some of the modules are offered with an open source license while others are offered with a commercial license.
    Regardless of that, these modules are easy to download and install and their deployment is just as easy as installing a plugin in your favorite browser, like Firefox or Chrome.
  • Let's go back to the core product...
    Here is a screen shot of our current generation product, launched in 2007.
    As you can see, it is an easy to use browser based application with some of the typical productivity features of a contemporary rich internet application:
    * Collapsable menus
    * Scrollable tables
    * Auto-complete and auto-save
    * Drag & drop
    This user interface is very productive and has proven to be very popular with our users. It is one of the reasons behind the success of the application.
    However, in 2010, we realize that it is now time to do better and to further differentiate ourselves from our competition...
  • For the past year and a half we have been working on our next release, Openbravo 3.0, which is currently available to early adopters and is scheduled for general availability in March 2011.
    The main focus of Openbravo 3.0 is a complete redesign not only of the user interface but of the overall user experience.
    It completely redesign the navigation paradigm, it adds multiple tabs that allow to work on multiple documents at the same time, and it adds role based dashboards, as we show in this screenshot.
  • It also adds a master/detail view of documents within the same page, editable grids and a complete review of the search framework.
    And these are only some of the usability features introduced with Openbravo 3.0.
    Overall, this amazing release will position Openbravo as the ERP with the most productive and easy to learn user interface in the market.
    Not only Openbravo 3.0 leaves the competition behind but it delivers on our vision and promise of enabling every organization to get access to an advanced ERP that is easy to install and easy to use, yet very powerful.
  • I have covered so far 2 out 3 of my main topics for the day. I gave you an introduction about Openbravo, the company and I presented to you Openbravo, the product.
    The third and final topic for today's presentation is a review of the partnership between Openbravo and HIS.
  • I started this presentation with this slide and I mentioned to you that when HIS approached us last year about partnering to deliver a common solution for university information systems, we have immediately and enthusiastically accepted this challenge.
    I hope that, now that you have a bit of a background about Openbravo, you can understand why.
    Openbravo is about building a platform that enables our partners – system integrators and independent software vendors – to build highly valuable sector specific solutions.
    We see the role of Openbravo as an enabling role, and we aim at providing all the tools that are needed to build those solutions.
    Openbravo cannot, however, build complete solutions by itself and we need and want to rely on our partners to build the last mile and take the product to the market.
    This goal is 100% complementary with HIS objective of delivering best in class University information systems and that is why this partnership is a perfect marriage.
  • The partnership started in April 2009 and it is articulated in two phases. The first one is coming to an end and was primarily centered around R&D: the first thing to do was to develop the solution.
    This required autonomous developments done as extensions by HIS but also some very significant enhancement in the core Openbravo product. Among them, the strengthening of the financial modules to meet the demands of German universities. We were aware in early 2009 that our financial module was not strong enough and when HIS raised this problem, we quickly realized that we had a common vision of what needed to be done.
    We also had to improve usability and that also was aligned with our roadmap and our 3.0 re-design of the user experience.
    Finally, we had to support the integration with the rest of the HISinOne campus management solution. This was an area where Openbravo had strong foundations already but we needed to make sure that the practice proved us right.
    This first phase of R&D saw the two organizations working very closely to each other, with frequent mutual visits and daily interactions among the two teams.
    The second phase of the partnership starts now and it is about rolling out the solution to Universities. This will be primarily lead and executed by HIS but Openbravo will play a support role.
  • Going into details... here are some of the things that we built in the base Openbravo product thanks to the collaboration with HIS.
    From a functional side, we have redesigned the financial modules and in particular the payables and receivables functionality.
    We have added support for accruals and deferrals that allow to spread the accounting of expenses and revenues over a period of time.
    We have added more controls on when VAT collected from payables in due or cam be claimed back.
    We have added specific controls for the booking of documents to ensure proper traceability and support for the processes executed by German controllers.
    We have also expanded the the functional footprint by adding support for Dunning, a credit management and collection practice.
    Finally, we have added a more advanced Asset Management module that allows full control of university assets.
    From a usability perspective...
    All of these projects proved the collaborative model of the Openbravo ecosystem and the validity of the partnership between Openbravo and HIS that, together, can deliver more value to German universities.
    This concludes my presentation for today and I will be glad to answer any questions from the audience.
  • Openbravo and HIS: delivering innovation to university information systems

    1. 1. November, 2010 Openbravo and HIS: delivering innovation to University information systems Paolo Juvara Chief Technology Officer, Openbravo
    2. 2. Page 2 The most complete functionality The easiest to use At the lowest cost Openbravo and HIS: a common vision for University information systems
    3. 3. Page 3 Why Openbravo? The Openbravo benefits Openbravo and HIS Agenda
    4. 4. Page 4 30 years of ERP have left us with...
    5. 5. Page 5  Still only a small number of organizations are experiencing the benefits of ERPs  20% of companies worldwide own an ERP today  Companies experience difficulties in finding the right solution for them  All ERP vendors appear the same  Products are too expensive  Users are locked in to vendors once they do their investments regardless of their satisfaction level  Products are technologically old fashioned and will be migrating to web/ cloud based interfaces The ERP landscape today Introduction
    6. 6. Page 6 Vision and positioning VISION The leading web-based open source ERP for every company An ERP in every company. Improve the world’s efficiency! Belief 2: Value comes from advanced functionality and services Belief 1: Horizontal ERP is a commodity and should be free Belief 3: Today, openness is a requirement for better products The most advanced web-based open source ERP product Easy to download, to install and to start experiencing the benefits of Openbravo ERP Professional editions which offer the easiest ways to improve profits Because every business is different, Openbravo is easy to adapt to your business’s needs, to maximize returns Openbravo leverages the domain expertise of a global community to deliver products that benefit every company Expanding to every industry and country in the world Introduction
    7. 7. Page 7 Openbravo: opening the future of ERP Milestones Publication of code (April 2006) First Partner Program (April 2007) Marketing of Professional Edition (June 2008) New forge and modular product (April 2009) Company Offices in the US, Spain and India and regional partners in more than 20 countries worldwide Funded by top-tier VCs Managed by a leading team of professionals, including Navision founder, Siebel, Oracle, Exact and Baan executives and strategists International Recognition Awards: Analyst reports: Offer ➢Most adopted open source ERP solution: > 1.8M downloads; > 12,000 developers ➢Most adopted commercial open source ERP product: five market sectors; 220 modules available, and growing ➢Fastest-growing channel: >100 partners in 20 countries Introduction
    8. 8. Page 8 Why Openbravo The Openbravo benefits Openbravo and HIS Agenda
    9. 9. Page 9 Simplify your business Openbravo ERP provides the foundation to simplify your business  Eliminate duplicate entry  Centralize and maintain reliable data  Automate all core operational processes  Streamline company-wide operations  Collaborate across departments & geographies Everything should be made as simple as possible, but not simpler. - Albert Einstein The Openbravo benefits
    10. 10. Page 10 Openbravo ERP enables you to maximize your business  Reduce operational costs  Improve customer satisfaction  Expand to multiple sites and external users  Go global with multiple currencies & languages  Access information and processes in real-time  Improve decision making process and enhance strategy execution Simplify and maximize your business with Openbravo ERP Maximize your business The Openbravo benefits
    11. 11. Page 11 Openbravo ERP unique value proposition TheOpenbravo benefits Comprehensive Broad, streamlined functionality Innovative True web-based open architecture Cost-Effective High value at predictable low cost Rich Functional Footprint Openbravo Exchange Scale with Ease Easy to Use Web App Simple to Extend Adapt and Upgrade Flexible Deployment Minimal Upfront Investment Transparent Pricing Quick Start, High Return Smart Solutions, Real Results Openbravo Professional Edition: the easiest way to improve profits!
    12. 12. Page 12 Comprehensive: Delivering business value across the organization The Openbravo benefits Openbravo offers a rich functional footprint covering all company business processes
    13. 13. Page 13 Easy to use interface Keyboard shortcuts Grid and view mode Auto-save Multi-languate Multi-company Multi-organization Multi-warehouse Multi-currency Multi-legislation Navigation buttons Linked items Drill-down Drag & drop trees (accounts, organizations,...) Configurable searches Sortable results Process scheduler Alerts Data export Email external documents EmbeddedJasperReports Pentaho integration Standard reports Attachments Export to PDF and Excel Secured access Audit control HTTPS support Application Dictionary Open standards support Eclipse development environment Interoperability Modularity Ease of update The Openbravo benefits General features
    14. 14. Page 14 Comprehensive: Extension Modules The Openbravo benefits Openbravo’s Exchange provides simple access to a growing catalog of packaged modules to meet industry specific solutions http://exchange.openbravo.com OPENBRAVO EXCHANGE:  Openbravo Exchange is the global online marketplace to find extensions for Openbravo ERP  It is an easy to browse catalog of functionalities to create a best fit ERP implementation  Modules are developed by Openbravo and its Partner network  Some Openbravo modules are included at zero cost  Commercial modules are easy for non technical staff to install and update directly from the browser
    15. 15. Page 15 Innovative: Easy to use Rich Internet App for today The Openbravo benefits
    16. 16. Page 16 Innovative: Easy to use Rich Internet App for tomorrow The Openbravo benefits
    17. 17. Page 17 Innovative: Easy to use Rich Internet App for tomorrow The Openbravo benefits
    18. 18. Page 18 Why Openbravo The Openbravo benefits Openbravo and HIS Agenda
    19. 19. Page 19 The most complete functionality The easiest to use At the lowest cost Openbravo and HIS: a common vision for University information systems
    20. 20. Page 20 A common vision for University Information Systems A shared effort Openbravo developers visited HIS in Hannover HIS developers visited Openbravo in Pamplona Dedicated Program Management effort within Openbravo Daily interactions across teams A long term partnership Partnership signed in April 2009 First phase of collaborative R&D Second phase of roll out to Universities lead by HIS with Openbravo support A common challenge ➢Strengthen Openbravo financial modules to meet expectations of German universities ➢Improved usability ➢Integration with HISinOne campus management functionality Openbravo and HIS
    21. 21. Page 21 A common challenge Openbravo and HIS Functionality Usability Integration Redesigned AP & AR Accruals & deferrals Timing of VAT Booking Control Dunning Asset Management Openbravo and HIS Smart Solutions, Real Results for today's needs of innovative universities Editable grid Master detail Saved searches Dashboards Single sign on URL addressability
    22. 22. Page 22 Q&A
    23. 23. Page 23

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