Building your Startup using open source tools (Drupal) What benefits you get from using Drupal for Project Management system, ERP System & CRM system, for your startup. Free and Open Source. #barcampsagion2014 www.parkcreatives.com - Victor Reyes Heitmann

1. Building your startup
lean
Victor Reyes Heitmann

2. Startup Challenges
• CRM (Keep track of your customers)
• ERP (Keep track of the financial aspects)
• Project Management (manage your
projects)
Victor Reyes Heitmann

3. Who uses Drupal
• whitehouse.gov
• theeconomist.com
• dhv.gov (Homeland Security)
• Tesla Motors
• Nvidia (developer site)
• LinkedIN (developer site)
• Twitter (developer site)
• Washington Post
Victor Reyes Heitmann

4. Whats out there?
1. User Stories - Word / Open Offices …
2. Project Management - Jira/Redmine …
3. Timetracking - Harvest, Notebook ..
4. CRM - CiviCRM, Podio ..
5. Budget/Invoices - Xero/Excel/Google Docs ..
Victor Reyes Heitmann

5. Take control over your finances with
One platform for all company processes, projects, teams and financial data
What do I get with ERPAL ?
• Project management
• (time tracking, payments, agile and fixed pricing, expenses, Gantt charts, requirements management) with freelancer • Document management and document creation
• Contract management with reccuring invoices
• Employee management (overtime, holidays, costs)
• Invoice creation and PDF export
• Calendars
Download a version and http://www.erpal.info
Victor Reyes Heitmann

6. Take control over your finances with
Victor Reyes Heitmann

7. Take control over your finances with
Victor Reyes Heitmann

8. Features in CiviCRM :
• Contact management
• Contributions
• Communications
• Events
• Members
• Reports
• Case Management
Victor Reyes Heitmann

9. What is Contributions ? and why do I need it ?
• Define your own contribution types for the different contributions your organization receives: in-kind, cash, and volunteer time, for
example.
Add custom fields to track extra information about a contribution or contributor (for example, specific information required by the FEC for
campaign contributions).
Create as many different online contribution pages as you need - for different campaigns, chapters, etc.
Automatically generate receipts, and track thank-you notes
Easily import and export contribution data to/from other systems like an accounting package.
Search for contributions by type, amount, date, etc.
Offer a selection of premiums (thank-you gifts) to your contributors
View past contributions when viewing any contact record
Victor Reyes Heitmann

10. Project Management with
Discussions, Notifications, & Messaging
Open Atrium can be restricted to as few as two people or opened up to the whole organization,
and can be restricted based on a user’s projects, teams, or organization membership.
Users can subscribe to specific discussions and communicate through the email notifications feature,
allowing teams to stay better in touch with the information that matters most.
Knowledge Management
Open Atrium allows for the simple storage and sharing of documents and media within groups or to the global organization.
Open Atrium comes standard with full Media support and the ability to attach and store files, images, and video with
documents assigned to specific discussions and groups.
Victor Reyes Heitmann

11. Project Management with
Events
Manage upcoming events with integrated calendars.
Discussions
Communicate, collaborate, and exchange ideas securely.
Multimedia
Embed, store, and access files, images, & videos. Store once. Use Sitewide.
Mobile Optimized
Create, publish, and access anywhere. No app required.
Worktracker
Monitor projects, milestones, & deliverables.
Documents
Create, attach, store, share, and collaborate.
Victor Reyes Heitmann

12. Data Security
Project Management with
Granular access control, sitewide.
Identity Management
Roles, Permissions, & LDAP integration.
Activity Streams
Consistently monitor work and communications at a glance.
Workflow
Appropriately manage and publish content.
Notifications
Subscribe, notify, & respond in email.
Tags & Taxonomies
Content categorization for quick and seamless access.
Victor Reyes Heitmann

13. You can download it here
http://www.erpal.info
http://openatrium.com/
https://civicrm.org/download
Victor Reyes Heitmann

14. +
+
They all can connect to each other