Flexing Sugar Platform: Session 8: Change the World Using the Sugar Platform

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Flexing Sugar Platform: Session 8: Change the World Using the Sugar Platform

  1. 1. Flexing Sugar PlatformChange the World Using the Sugar Platform
  2. 2. Steve Johnson Consultant#mojocode www.mojocode.com 4/30/2012 ©2012 SugarCRM Inc. All rights reserved. 2
  3. 3. Introduction Steve Johnson: software developer & consultant You can change the world using Sugar as your development platform! Two case studies Along the way, we’ll talk about My experience developing with Sugar A little about building our modules and some specific customizations we’ve done The setup we useTweet: #SCON12 4/30/2012 ©2012 SugarCRM Inc. All rights reserved. 3
  4. 4. Who’s here? Developers? Users? Management? Others?Tweet: #SCON12 4/30/2012 ©2012 SugarCRM Inc. All rights reserved. 4
  5. 5. Two case studies Praxis: flexible manufacturing, contract packager Warehouse Production Control HR & Timekeeping Orders Shipping ReadAsia: International non-profit Data collection Project data Field data Field reportsTweet: #SCON12 4/30/2012 ©2012 SugarCRM Inc. All rights reserved. 5
  6. 6. Why is Sugar a great development platform? Choice: open source or hosted/cloud service free or fee The guts of a great multi-user web platform are there (you get to focus on the business problem) Security; users, roles, login MVC; Model, View, Controller Views; ListView, DisplayView, EditView Functional; Search, Export, Import, Timezone support, table/field driven, data change logTweet: #SCON12 4/30/2012 ©2012 SugarCRM Inc. All rights reserved. 6
  7. 7. Why is Sugar a great development platform? Flexibility: Module Builder (user/developer) Customization (user) Custom code (developer) LAMP/WAMP/XAMP (software runs anywhere) Help from the Sugar community; SugarForge, SugarExchangeTweet: #SCON12 4/30/2012 ©2012 SugarCRM Inc. All rights reserved. 7
  8. 8. Gotchas? Data gets a little mixed with code (pull downs) Not as version control friendly as it could be As you extend things past normal limits, the defaults need tweaking (2,000,000 pallets as the default search result? Sorted on a non-indexed field? Yuck.) Stay out of the core, if you can… stay upgrade safe!Tweet: #SCON12 4/30/2012 ©2012 SugarCRM Inc. All rights reserved. 8
  9. 9. Benefits of using Sugar? Rapid Design Rapid Prototyping Rapid Deployment Rapid Customization Rapid Re-deployment “Easy quality” Consistent UI with built-in patterns Support a lot of active users out-of-the-box All the usual benefits of web-based applicationsTweet: #SCON12 4/30/2012 ©2012 SugarCRM Inc. All rights reserved. 9
  10. 10. Which just means… “Solve the problem, not the plumbing.”Tweet: #SCON12 4/30/2012 ©2012 SugarCRM Inc. All rights reserved. 10
  11. 11. The Setup: Development, Test, Production Development platform: Hardware: Laptop with Windows 7 running XAMP etc. IDE: Eclipse Version control: SVN SugarCRM: pick a release Test data: snapshot of latest system backup Other: cygwin, dual backup (cloud and image), phpmyadmin Test platform: Hardware: virtual server (VMWARE ESXi) VM: Ubuntu Linux SugarCRM: same release Test data: snapshot of latest system backupTweet: #SCON12 4/30/2012 ©2012 SugarCRM Inc. All rights reserved. 11
  12. 12. The Setup: Development, Test, ProductionProduction Praxis: Hardware: 4 cores, 2 gb memory, 100 gb disk raid5 O/S: Ubuntu LTS SugarCRM: Version 4.5.x Users: ~100 (24 x 7 operations) Other: warm backup server, daily snapshots (H->V), daily backups ReadAsia: Hardware: Rackspace Cloud Server @ $170/month O/S: Ubuntu LTS SugarCRM: Version 6.x Users: ~40 (10 hours US, 10 hours India) Other: daily snapshots, daily backups, offsite & cloud backupsTweet: #SCON12 4/30/2012 ©2012 SugarCRM Inc. All rights reserved. 12
  13. 13. The Setup: Development, Test, Production Project Management: Projects are managed with http://www.trello.com (manage lists of lists) Bugs are managed with Mantis (open source bug tracker) Documentation built with mediawiki Process flow documented with viso No other diagramming or database design toolsTweet: #SCON12 4/30/2012 ©2012 SugarCRM Inc. All rights reserved. 13
  14. 14. PraxisPackaging.comTweet: #SCON12 4/30/2012 ©2012 SugarCRM Inc. All rights reserved. 14
  15. 15. Praxis Fast Facts Contract packaging Flexible manufacturing Three plants; 130k sq ft, 30k, mobile Customer inventory Certified: FDA, DEA, Dept of Ag, Kosher, HACCP, SQF Level III Clean Room 350 full-time employees ~20 different runs/day 350 full-time employees 24 x 7 operations (SugarCRM running ~99.999% uptime since Feb 2008 [15 minutes to move the server to another rack in 2009])Tweet: #SCON12 4/30/2012 ©2012 SugarCRM Inc. All rights reserved. 15
  16. 16. Praxis’ Systems Barcoded pallet tags Handheld laser scanners (50’) running a browser Badge scannersTweet: #SCON12 4/30/2012 ©2012 SugarCRM Inc. All rights reserved. 16
  17. 17. Praxis’ Systems PCs; desktops, laptops Tablets (iPad) Handheld (iPhone) Touchscreen Production PCs IE7+ w/ScriptxTweet: #SCON12 4/30/2012 ©2012 SugarCRM Inc. All rights reserved. 17
  18. 18. Praxis’ Systems Status displays Line status Employee status Efficiencies Large LCD iPhoneTweet: #SCON12 4/30/2012 ©2012 SugarCRM Inc. All rights reserved. 18
  19. 19. Praxis Modules Pallets Locations Parts Orders Materials Order Parts Order Materials Employees Timecards (export to Paychex) Produces all the paperwork needed by customers and government bodies including controlled formsTweet: #SCON12 4/30/2012 ©2012 SugarCRM Inc. All rights reserved. 19
  20. 20. Why customize for Praxis? Extremely vertical without industry solutions Custom solution offers a competitive advantage Special specs: We receive product before we know what the customer wants us to do with it and we have to track it anyway (how do you find something when you don’t know what it is?). We don’t own the inventory, the customer does. Parts are per unit (each), but really processed by pallet. Custom production tracking statistics. A single line may reconfigure 4+ times in a shift. Must meet all governmental regulations and agencies’ needs.Tweet: #SCON12 4/30/2012 ©2012 SugarCRM Inc. All rights reserved. 20
  21. 21. Praxis “Wow”? 45 man-days from concept, to spec, to system, to go- live (inventory tracking) Ongoing changes added weekly We don’t stop anything to make changes; a little like changing tires on a moving car, sometimes ~99.999% uptime, even with ongoing changes, since Feb 2008 (1065 days of uptime) The more we do, the more requests come in for new functionality The system is so impressive to customers, it is used in promotional/sales materialsTweet: #SCON12 4/30/2012 ©2012 SugarCRM Inc. All rights reserved. 21
  22. 22. Benefits that changed the world? Shift costs from inventory management to production: 10 mule pullers ($80/hour cost) are now doing production work ($x/hour profit). Better planning, production, and staffing. Received 1st 100% on a customer inventory audit 60 days after system implemented (the audits that took 4 days now take 2 hours). Reduced paperwork allows more time for supervision and training by Line Techs (25% more productive). Praxis was able to increase production resulting in more business with more full-time jobs and greater profitability.Tweet: #SCON12 4/30/2012 ©2012 SugarCRM Inc. All rights reserved. 22
  23. 23. ReadAsia.orgTweet: #SCON12 4/30/2012 ©2012 SugarCRM Inc. All rights reserved. 23
  24. 24. ReadAsia Fast Facts Non-profit Project-based fund raising Literacy taught in 22 languages Formerly paper-based system $30 per person to go from illiterate to 5th grade education in 52 weeksTweet: #SCON12 4/30/2012 ©2012 SugarCRM Inc. All rights reserved. 24
  25. 25. ReadAsia’s Systems Paper forms Digital cameras used for volunteer photos, reports, and site visits Scan paper to PDF PDF and photos attached to a skeleton project Data entry from PDF (editing and correction) in India Rackspace cloudserver in Chicago Field data accessed by international and US staff 24x7 Field data used for sponsorship marketing and donor reporting Chrome browser (as PDF viewer, too)Tweet: #SCON12 4/30/2012 ©2012 SugarCRM Inc. All rights reserved. 25
  26. 26. ReadAsia Modules Projects Project Managers Teachers Pictures Documents Project Reports Field Related Info Photo embedding WorkflowTweet: #SCON12 4/30/2012 ©2012 SugarCRM Inc. All rights reserved. 26
  27. 27. Why customize for ReadAsia? Custom forms (direct paper replacement) Custom workflow (original document, data entry, approvals, acceptance, changes) Rapid development schedule (7 months from concept to deployment) Feeds a custom Filemaker Pro marketing database Support future development: Tablet-based field capture (store and forward) photos, projects, visits, and reports Project’s field progress workflow International back-of-officeTweet: #SCON12 4/30/2012 ©2012 SugarCRM Inc. All rights reserved. 27
  28. 28. ReadAsia “Wow”? ~3 months from concept to design ~4 months from design to reality Previous attempted project to do this took years and never delivered (client-server, .net) Forms and processes were being changed as we developed Did it with one part-time project manager and one mostly full-time software developer Ongoing development is supporting users across timezones Better data security and transmitted electronicallyTweet: #SCON12 4/30/2012 ©2012 SugarCRM Inc. All rights reserved. 28
  29. 29. Benefits that changed the world? More $ raised by offering sponsorships in clear terms to donors by showing the actual people doing the work and where it is being done. This changes the conversation from just a concept to real people. Reduced costs associated with information transfer frees up funds for projects. The lives of thousands of illiterates are changed daily. “Each one teach one” at the end of the 52 week program extends the results to the community and acts as a multiplier.Tweet: #SCON12 4/30/2012 ©2012 SugarCRM Inc. All rights reserved. 29
  30. 30. Advice Set up a full development environment with sandbox, test box, and production box. Use version control, but don’t worry about “releases”—go, go, go! You can do the basics with the module builder, but you’ll need someone that can dig into the code to pull off the extra mojo. Keep your “first launch” straightforward and clean— get the users using it, then build more (change is easier than other technologies you’re used to). Build something users won’t let you take away.Tweet: #SCON12 4/30/2012 ©2012 SugarCRM Inc. All rights reserved. 30
  31. 31. Summary SugarCRM is a platform Extend it quickly and easily with custom modules and upgrade-safe customizations Build better systems with fewer resources Keep building and extending them Make a difference! Q&ATweet: #SCON12 4/30/2012 ©2012 SugarCRM Inc. All rights reserved. 31
  32. 32. Submit Session Feedback Select the SugarCon Mobile App: 1) Tap on this session 2) Tap on survey 3) Submit your feedback*Prizes for attendees who submit session feedback using the Mobile App 4/30/2012 ©2012 SugarCRM Inc. All rights reserved. 32
  33. 33. #SCON12 4/30/2012 ©2012 SugarCRM Inc. All rights reserved. 33

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