Quelques conseils pour tirer le meilleur parti de la solution open source OpenERP - Par Jean Luc Delsaute, Practice Manager chez Audaxis

1. TIPS TO GET THE MOST
OUT OF OPENERP
OpenERP
Community
Days
2013

2. Eager
to…
2
IncreaseMobility
Improve cash
Be agile
Save time

3. Learn
3
When?
Where?
How
?
OpenERP
can
best
support
you
But
also…what
to
DO
and
what
NOT
to
do
!

4. Advise
from…
1

5. Audaxis
¨ Leading
service
provider
on
Open
Source
Enterprise
ApplicaHons
» ERP
» BI
» Web
5
Brussels
Paris
Lille
Luxembourg
Switzerland
95 people

6. Market
presence
20 years
ERP mid-market
10 years
Open Source ERP
Gold & CTP Partner

7. Where
can
OpenERP
best
support
you
2

8. Powerful
back
office
of
web
plaMorms
Where
can
OpenERP
best
support
you
2

9. Webshop
IntegraHon
:
Who
monitors
what?
9
Product Catalog- Customer details - Sales order - Payment
Shipping – Invoice - Inventory
ERP
Webshop

10. OpenERP
strengths
10
§ Modern Technology
§ Ready to use API
§ Customizable catalog
§ Flexible workflows (prepaid sales)
§ Multi-channel sales, taxes, currencies, langages
§ Inventory management

11. Processing
Business
rules
11
Multi-brand Portals
for Skills evaluation
Unique back office
Customers, Price list, sales
Centralized business processes
Core Business Rules

12. Powerful
integraHon
12
Web sites
Sell phone
Price list
Ship
Ship
Repair
resell
Buyers

13. Powerfull
back
office
for
web
apps
Mobility
for
your
sales
reps
Where
can
OpenERP
best
support
you
2

14. Empower
your
sales
force
¨ Access
sales
data
anyHme
anywhere
¨ Process
orders
directly
from
customer
site
¨ Avoid
paper
or
mulHple
systems
14

15. Tablet
applicaHon
for
sales
OpenERP
web
interface
or
Use
our
mobile
app
Features
:
¨ Directly
connected
to
OpenERP
DB
¨ Frames
opHmized
for
iOS
&
androïd
¨ Customer
info
¨ Product
catalog
¨ Sales
order
entry
¨ Inventory
ATP
15

16. Powerfull
back
office
for
web
apps
Mobility
for
your
sales
reps
Visibility
across
your
operaHons
Where
can
OpenERP
best
support
you
2

17. OpenERP
Strengths
Single
plaMorm
with
integrated
¤ Procurement
¤ LogisHcs
¤ Financials
:
AR/AP/GL
17

18. MulH-­‐departments
operaHons
18
Suppliers, Requisitions, Purchasing, Stock
AR, AP, GL, Analytics
Custom modules : students, registration, aourses
1.300 employees

19. Immediate
access
to
accurate
data
19
Sage 100
Customers, sales Sage SQL
Order tracking, ATP
Sage WMS
InventorySage doc
Document layout
Sage CRM
Contacts, agenda
Sage ecommerce
Product calatog
Sage designer
Website lay out

20. Powerfull
back
office
for
web
apps
Mobility
for
your
sales
reps
Visibility
across
your
operaHons
Targeted
communicaHon
Where
can
OpenERP
best
support
you
2

21. CRM
&
markeHng
campaigns
¨ Centralize
contact
repository
¨ Update
target
lists
¨ Track
interest
for
your
soluHons
¨ Automate
campaigns
¨ Measure
markeHng
efforts
Avoid
mulHple
excel
files
!
Benefit
from
alerts,
e-­‐mail
integraHon
&
so
more…
21

22. Target1-Shelters
Target2-Cats
Sterilization
Target3-Dean
Campaigns
Actions
Reporting
FoundaHon
for
animals
care
22
XLS WORD WORKS
Resource Optimization
3 people managing campaigns

23. Do’s
&
Don’t
3

24. DO
Start
small
Do’s
&
Don’t
3

25. Do
start
small
:
select
1
topic
25
RFQ Contract
Supplier
Purchase management
Order
Catalog Invoice
Requisition Receipt

26. Do
start
small
:
focus
on
specific
items
26
Experience OpenERP modern technology
What is specific to my business?
Purchase management
RFQ Contract
Supplier
Order
Catalog Invoice
Requisition Receipt

27. DO
Start
small
DO
Test
a
use
case
Do’s
&
Don’t
3

28. Test
a
use
case
:
go
fast
with
a
POC
28
What is ERPsible in my business?
Based on your data

29. DO
Start
small
DO
Test
use
case
DO
Get
trained
early
Do’s
&
Don’t
3

30. Play
with
OpenERP
¨ Modern
Technology
¤ Technical
hands
on
training
n Architecture,
API,
build
a
module…
¨ FuncHonal
Features
¤ FuncHonal
hans
on
training
n Data
model,
key
modules
set
up,
workflows
30
Standard : 3 days
Advanced : +2 days
CTP Partners Program

31. DO
Start
small
DO
Test
use
case
DO
Get
trained
early
DO
Care
about
data
migraHon
Do’s
&
Don’t
3

32. Do
care
about
data
migraHon
¨ Where
is
the
correct
data?
¨ Who
owns
the
data?
¨ Data
cleansing
¤ Garbage
in,
Garbage
out
32
One of the most time consuming task in ERP Project

33. What
can
be
done
¨ Export
¤ ETL
Tools
(Talend)
¨ Import
¤ OpenERP
«
Aka
base
import
»
module
n CVS
import
n Technically
«
out
of
the
box
»
n User
Guidance
:
acend
session
today
at
4:00
PM
33

34. DO
Start
small
DO
Test
use
case
DO
Get
trained
early
DO
Care
about
migraHon
DO
Benchmark
infrastructure
Do’s
&
Don’t
3

35. Do
properly
define
your
infrastructure
¨ Test
OpenERP
performances
¨ Target
OpenERP
infrastructure
¤ Test
on
several
architectures
or
configuraHons
n Virtuals/
Physical/
SSD
/
Baie
Disque
…
¤ Measure
impact
of
parameters
n System
:
database
tuning,
Increase
memory…
n ApplicaHon
:
number
of
users,
interface
and
web
server
python
(Gunicorn…)
¤ Compare
with
graphical
tools
35

36. DO
Start
small
DO
Test
use
case
DO
Get
trained
early
DO
Care
about
migraHon
DO
Benchmark
infrastructure
DON’T
Wait
for
roadmap
Do’s
&
Don’t
3

37. Don’t
wait
for
the
roadmap
¨ Only
5
years
old
¨ Can’t
be
full
featured
¨ Move
fast
in
producHon
37
OpenERP
Core
Fund new
features
Get more
from
Community

38. DO
Start
small
DO
Test
use
case
DO
Get
trained
early
DO
Care
about
migraHon
DO
Benchmark
infrastructure
DON’T
Wait
for
roadmap
DON’T
Wait…
at
all
!
Do’s
&
Don’t
3

39. Don’t
wait
at
all
TAKE
IT
AS
IT
IS
!
OpenSource
is
about:
InnovaHon
Time
to
market
THINK
LONG
TERM,
IMPLEMENT
SHORT
TERM
39

40. Enjoy
Community
days
!
www.audaxis.com
Contact
us
openerp@audaxis.com
40
Visit our booth at OpenERP Community Days in Hall K