The document discusses new social features being added to OpenERP including OpenChatter, a messaging system on records; a Wall feature to share updates; and a LinkedIn plugin. It describes how these features will allow easier sharing of documents, centralized discussions, and viral distribution of content through an EDI standard. The goal is to incorporate social media concepts into business software to improve collaboration.

1. Sharing OpenERP content &
New social features
Thibault Delavallée
OpenERP Community, Customers and Partners summit 10 April 2012 1

2. Introduction
● Being Social … what is it ?
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3. Introduction
● Being Social … what is it ?
– more Facebook posts than
emails sent
– companies using Twitter average
2 times more leads
– networking through social medias
more and more crucial
→ not only Buzz !
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4. Introduction
● Being Social … what is it ?
– more Facebook posts than
emails sent
– companies using Twitter average
2 times more leads
– networking through social medias
more and more crucial
→ not only Buzz !
● People have incorporated social media in their lifes
● What about companies ?
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5. Introduction
● Daily life in a company ...
– invoices to send, receive, (re)encode, phonecalls, emails, …
→ inefficient !
– still struggling with stone age !
● This process should be improved …
● We believe OpenERP can do it !
– open system
– strong foundations
– keep simple…
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6. Introduction
● Context of social in companies: not talking about photos
– invoices
– meetings
– … daily business !
● Centralized system ?
– critical mass effect
– think of Facebook with 100 people using it !
– EDI alone can't do it …
● → centralized system impossible
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7. Introduction
● No centralized system
● Social decentralized system ?
→ mail gateway: a bridge between those two worlds
● Ex: sales manager
– today: schedule 2 meetings, send an invoice to client,
forward to other clients or interested people → takes 3
hours, inefficient !
– tomorrow: efficient !
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8. Outline
● Introduction
● Social features: OpenChatter, Wall, Linkedin plugin
● Share and invite
● EDI
● Going viral ?
● Mobile display
● Conclusion
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9. Outline
● Introduction
● Social features: OpenChatter, Wall, Linkedin plugin
● Share and invite
● EDI
● Going viral ?
● Mobile display
● Conclusion
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10. OpenChatter social feature
● Messaging system on a record
– system messages: state update, stage change, record
logs, ...
– user messages: comment, discussions, ...
– emails
→ discussion centralization !
● Invite mechanism
– push to users using @login
– invite people using the share module
→ people centralization, easy viral invite mechanism !
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11. OpenChatter social feature
● Purchase manager
● Today
– purchase order sent to 1 partner
– must send manually to other recipients (suppliers, manager)
– communication history incomplete (emails, messaging, ...)
● With OpenChatter
– sale order sent to all followers
– invite interested people to keep them updated
– communication centralization
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12. OpenChatter social feature: advantages
● Server simplification (res.log, requests)
● Communication history cleaning
– discussion threads
– system notification: state update, stage changes, …
– sent and received emails
● Choose the documents to follow
● Relieve a daily burden of communication !
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13. OpenChatter social feature: use it !
● inherit from mail.thread mixin class
● use Thread widget
● send notifications on main steps of your workflow
– message_append_note
– be coherent when adding messages
● override default behavior
– message_get_followers
– message_load
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14. OpenChatter social features: Wall
● Make OpenERP proactive !
– Main feeds page
– Receive update of the documents you follow
– Start a discussion with @login
– Hide/delete discussions
● ex: leave request
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15. Linkedin plugin (WIP)
● Contact screen, now ...
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16. Linkedin plugin (WIP)
● Purpose of plugin: use information available on Linkedin
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17. Linkedin plugin (WIP)
● Partner screen, with the new design and Linked plugin
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18. Linkedin plugin (WIP)
● New Linkedin plugin
– fetch data from Linkedin
– update partner view
● Key points
– no more manual data entering
– automatic data synchronization
– clean and uniform look & feel through the application
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19. Outline
● Introduction
● Social features: OpenChatter, Wall, Linkedin plugin
● Share and invite
● EDI
● Going viral ?
● Mobile display
● Conclusion
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20. Share and invite
● Sharing information is a daily requirement
– give access to task to clients
– tickets management
– product list
– …
● Use share to
– embed OpenERP inside your website
– share documents with external people
– invite people with OpenChatter
● Portal
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21. Outline
● Introduction
● Social features: OpenChatter, Wall, Linkedin plugin
● Share and invite
● EDI
● Going viral ?
● Mobile display
● Conclusion
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22. EDI
● Easy way to exchange documents
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23. EDI
● Easy way to exchange documents
● Send invoices directly to clients
→ each invoice cost averages 24€
→ EDI can be really interesting !
● Electronic payment (Paypal account)
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24. EDI
● Base: document serialization
in JSON
● New standard, simple and
lightweight
– record values
– some metadata (__model,
__module, __id)
– nested dictionaries for
relationships
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25. Using EDI in your addon
● Inherit from the EDIMixin class
● Define primitives to build the import / export of your EDI
● Define specific behavior by overriding edi_export and
edi_import
– ex: sale order → purchase order
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26. Outline
● Introduction
● Social features: OpenChatter, Wall, Linkedin plugin
● Share and invite
● EDI
● Going viral ?
● Mobile display
● Conclusion
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27. OpenERP goes viral
● Going viral: not without being social
– EDI needs a good share and invite mechanism
– share mechanism requires a centralized system
– OpenERP makes centralization with the mail gateway and
OpenChatter
● If client send 100 invoices → 100 new emails → 100 prospects
● Real interest for integrators and partners
● Bring clients and users
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28. Outline
● Introduction
● Social features: OpenChatter, Wall, Linkedin plugin
● Share and invite
● EDI
● Going viral ?
● Mobile display
● Conclusion
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29. Mobile
● Increasing use of mobiles devices
● OpenERP mobile design
● Currently: complete read access
● Future: provide a write access
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30. Outline
● Introduction
● Social features: OpenChatter, Wall, Linkedin plugin
● Share and invite
● EDI
● Going viral ?
● Mobile display
● Conclusion
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31. Conclusion
● Currently, companies are still at stone age when speaking
about social
● Social generally implies centralized systems
→ mail gateway: a bridge to a centralized system !
● Develop a social ecosystem in OpenERP
– OpenChatter, Wall, Linkedin plugin
– Share documents
– Invite users
– Export, import and be viral through EDI !
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