Social ERP aims to incorporate social networking functionality into enterprise resource planning (ERP) systems to: 1) Boost collaboration between business peers, 2) Capture real-time information from business processes, and 3) Provide employees with the best information. An example is described where a manufacturing company leverages a Social ERP system to manage an important sales order more efficiently.

1. Social ERP

2. Social ERP
Concept
Goals
Boost the collaboration among
business peers.
Capture in real time the Information
Stream from the Business Processes.
Get the best information.
Just an example
About me
Disclaimer
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Luis Carrasco ‐ http://www.nodoTIC.com

3. Social ERP
Social ERP: enable in the ERP the CONCEPT
functionalities and practices of social
networks to:
o Boost the collaboration among business
peers.
GOALS o Capture in real time the Information Stream
from the Business Processes.
o Get the best information
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Luis Carrasco ‐ http://www.nodoTIC.com

4. Social ERP
GOAL
Boost the collaboration
among business peers.
o Synchronization of workflows and information among the people of
different teams/areas of the company and, in certain scenarios, even with
customers, suppliers and other third parties.
o Integrate the Business Processes between departments and with other
companies to make them more efficient, at both, operational flow level
and information sharing.
o Tools as virtual boards, collaborative building documents, blogs to capture
the tacit knowledge of the organization, Wikis for teams, polls to make
shared decisions, …
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Luis Carrasco ‐ http://www.nodoTIC.com

5. Social ERP
GOAL
Capture in real time the
Information Stream from the
Business Processes.
o Facilitate the capture of the Business Stream, so the people know, in (almost)
real time, the information flow related to the business processes.
o Examples:
o Visualization and tracking of the activity stream of a team o project through tools as
Yammer (Microsoft), Twitter, Chatter (Salesforce) , etc.
o Mashup of information coming of heterogeneous sources not only from ERP
o Crowd recommendation: as the “I Like it” of Facebook or the “+1″ of Google Plus. Business
users can recommend to follow events that happen in the system. For instance, if an important
customer post an order is marked with a “+1″ so it is more visible in the system.
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Luis Carrasco ‐ http://www.nodoTIC.com

6. Social ERP
GOAL
Get the best information
o Make easier the capture, register and access the information happening
around the business processes.
o Examples:
o Multi-device: Extend the access to the corporate information system beyond the typical
workstation/laptop to alternative channels as smartphones, tablets, even industrial equipment…
where the information is created and consumed
o Subscription to business events that happen in the system, as the Customer X is making an
order above Y Euros. Using RSS technologies for example
o Tagging: allow users to tag the information objects of the systems (master data, documents,
transactions, etc.), so they are able to link and follow the business events while they happen (as
worktags of Workday)
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Luis Carrasco ‐ http://www.nodoTIC.com

7. Social ERP
[Just and Example]
ACME Co, designer and manufacturer of industrial equipment,
receives a RFQ from an important client
1 ACME Sales&Engineering teams configure with the client the
commercial proposal by using collaborative tools as document
The proposal is finally accepted. The client and amount are sharing, virtual boards, chats, etc. integrated with the ERP to
important so when the sales order is posted to the ERP, the capture info as prizes, material refs, etc.
CFO and Purchasing Director of ACME receive an alert as they 2
both are subscribed to any event related to that client. They
“+1” the order to enhance visibility to their respective teams
and tag it using its own classification taxonomy
3 The Production Order is automatically created and the
production process begins
Due to a machine problem the production stops. The Plant 4
Maintenance Director receives an automatic alert and he
assigns a team to fix the problem. The reaction of the team is Maintenance team search for the symptoms of the machine
fast because they are geolocated in the plant. The CSO receive problem in a mash up built from the internal knowledge Wiki
an alarm so he can react on time in case of order delivery delay and external Web pages (suppliers, professional forums, web
5 search, etc) until they find the best solution to the problem.
The CSO, in real time, has been following in the internal They fix the problem and update the internal Wiki with the
new knowledge
corporate microblog/twitter, all this activity stream as it is feed
automatically by the ERP with all the automatic events, alarms
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and notes from all the teams and equipments involved. The The Lean Champions team of ACME, in the monthly continuous
hashtag used to tag the events is #OrderNumber. Sales team improvement retrospective meeting, analyze the process and the
and CEO are enabled to make decisions with the most accurate origin of the problem using all the related tagged and classified
information. information (documents, transactions, messages, alerts, etc.).
7 Lessons learnt are shared using collaborative blogging and the
conclusions are consolidated in the corporate Wiki.
8
Time
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Luis Carrasco ‐ http://www.nodoTIC.com

8. Social ERP
My name is Luis Carrasco and I am Engineer on
Telecommunications from the Universidat Politécnica de Cataluña,
CPIM certified by APICs and Executive MBA por EAE Barcelona.
Currently I use to work in Delphin Project Hunting, where, as ABOUT ME
business consultant and project manager, I help my clients to
improve their business through technology.
If you think I may help you don’t hesitate to drop me an e-mail to
luiscu [AT] gmail [DOT] com
I blog in www.nodoTIC.com about trends in enterprise information systems.
You can also find me at:
http://www.linkedin.com/in/luiscu
@nodotic
https://plus.google.com/u/0/111838161734108867236/about
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Luis Carrasco ‐ http://www.nodoTIC.com

9. Social ERP
DISCLAIMER
Presentation under Creative Commons sa-by license. For details
please visit: http://creativecommons.org/licenses/by-sa/3.0/deed.es
This presentation is based upon the ideas and work of many
people. And while I’ve tried to recognize copyrights and give credit
and attribution where possible, I cannot possibly list the mall, so if
you feel like there’s some thing that should be added, changed or
removed from this presentation, please drop me an e-mail
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Luis Carrasco ‐ http://www.nodoTIC.com