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Trobz Profile
[dedicated for MRP projects]
The original link to this presentation is here:
https://docs.google.com/presentation/d/1AdbIGqurenlKQT06ah1xt2Xv9Wj4sSxtXf8E4y_8NbU/edit#slide=id.p
Contact tung@trobz.com for more information
You? + Odoo + Trobz
© Trobz 2018 - All rights reserved
Outline
3
● Odoo Demo
○ Overview
○ Procurement Methods & Master Production Schedule
○ QA/QC
● Brief Introduction: Trobz & Odoo
● Success Stories
● Trobz Methodology
Odoo Demo - Overview
© Trobz 2018 - All rights reserved
Why Odoo for Manufacturing Enterprises?
5
References
● MRP + Maintenance + PLM + Quality
● MRP II Scheduler and Master Production Schedule
● The new workcenter control panel in version 11
● Demand Driven Material Requirements Planning
© Trobz 2018 - All rights reserved
Sample Products
6
Sample Products (grouped in categories)
© Trobz 2018 - All rights reserved
Products & Variants - Attributes
7
18*
A product can have several variants based on the
set of attributes of that product.
(*): There are 18 variants created from the Attribute configuration but I hid some and that is why the system shows only 5
active variants.
© Trobz 2018 - All rights reserved
Products & Variants - Configuration Checklist
8
● Category, Internal Reference, Barcode
● Sale Price, Cost, Unit of Measure (UoM), Purchase UoM
● Procurement Method (MTS, MTO); Supply Method (Buy, Manufacture)
● Reordering Rules (Minimum Stock Rules)
● Vendor Configuration
● Tracking Method (By Unique Serial Number, By Lots, No Tracking)
● Product Attributes
● Customer / Delivery Lead Time
● Purchase Lead Time; Manufacturing Lead Time
● Purchase Method (Create a draft purchase order, Propose a call for tenders)
● Packaging Method
● ...
© Trobz 2018 - All rights reserved
BOMs and Routings (1)
9
Bill of Materials
(BOM) defines the
list of components
with their operations
to produce a product.
BOM can be
specifically defined
for each variant.
© Trobz 2018 - All rights reserved
BOMs and Routings (2)
10
Routing defines the list
of operations to
product a product.
User can track the
versions of the
Routings as well as
perform some
performance analysis.
© Trobz 2018 - All rights reserved
Work Centers & Work Center Operations
11
Work Center Operation defines the information
of each step during a production of a product.
Users can set the standard duration of each
operation.
Users can also attach the worksheet to give
instructions to the workers.
Associated to each operation is a work center. Work
center represents a type of machine or worker which /
who can handle some operations during the production.
Work Center & Work Center Operation are the base to
calculate a planning for each Manufacturing Order.
Procurement Methods
© Trobz 2018 - All rights reserved
Make to Order (MTO) [Procurement Method #1]
13
In the product configuration, check the option “Make To Order”
in the section Routes. This tells Odoo to create either a draft
purchase order / manufacturing order when there are demands
for this component.
By either choosing “Manufacture” or “Buy”, the configurator
indicates whether a purchase order or a manufacturing order
should be created to fulfill the demands.
In this example, our supply method is to manufacture this
product.
This method is usually used for custom-made, on-demand or
high-value products.
© Trobz 2018 - All rights reserved
Make to Stock (MTS) [Procurement Method #2]
14
By default, if “Make to Order” is NOT checked, Odoo uses the
procurement method “Make to Stock”.
Choose the supply method as “Manufacture” in this example.
To control the stock level of MTS products, we can configure the
Reordering Rules.
Master Production Schedule
© Trobz 2018 - All rights reserved
Master Production Schedule (MPS)
16
An example of a MPS of
two products
© Trobz 2018 - All rights reserved
Master Production Schedule (2)
17
From the factors
● Minimum to Supply
● Maximum to Supply
● Forecasted Target
● Starting Inventory
● Demand Forecast (Direct + Indirect)
Odoo auto computes the forecasted number to supply and the forecasted
inventory over the period of 12 months. With this mechanism, you can
proactively control the procurement as well as quickly identify the potential
issues.
© Trobz 2018 - All rights reserved
Master Production Schedule (3)
18
From the MPS, we can “Launch
Procurement” which will trigger
the creation of
● Purchase Order: if the
supply method is “Buy”;
● Manufacturing Order: if the
supply method is
“Manufacture”.
In this example, it is a MO.
The Source Document of this MO is “MPS”. However, this can be
improved to offer more visibility.
© Trobz 2018 - All rights reserved
Master Production Schedule (4)
19
A Purchase Order is also
generated to purchase the
required materials.
The quantities are
computed based on
● BOM Definition
● Reordering Rules
● Forecast from MPS
QA / QC
© Trobz 2018 - All rights reserved
Quality Control Point
21
Example of some control points
© Trobz 2018 - All rights reserved
Purchase QC
22
A Quality Check is created for the rubber wood when there is a
receipt of this product into stock.
© Trobz 2018 - All rights reserved
IPQC (In-Progress Quality Control)
23
On the screen of a Work
Order, the preconfigured
control points will show
up. They can be used for
2 purposes
● To record the quality
results;
● To remind the
worker on the steps
to do / check.
© Trobz 2018 - All rights reserved
FQC (Final Quality Control)
24
Final Quality Checks are the checks which are not associated to
any production step. They must be done before a MO finishes.
Brief Introduction: Trobz & Odoo
© Trobz 2018 - All rights reserved
About Trobz
26
● Leading Odoo integrator in Vietnam since 2009
● Operates on the local market and abroad (~50/50)
● About 60 employees (and still growing)
● More than 200 Odoo instances managed
● Projects of various sizes: implementations from 15 days to 1,500 days
● Proven track record of successful implementations
● => At Trobz, we deliver ☺
© Trobz 2018 - All rights reserved
After the first few years surviving, at the end of 2012, Trobz started to see a significant growth. For two
years in a row, Trobz doubled its number of staff from around 8 in 2012 to 16 in 2013 and roughly 28 in
2014. The years after, Trobz has continued its steady growth and reached approximately 53 people at the
end of 2017. At the moment of this presentation (May 2018), Trobz has 60 employees in total and expects
to have 80 employees by the end of 2018.
Trobz Head Count
27
© Trobz 2018 - All rights reserved
Our Scope
28
Trobz implements ERP solutions based on Odoo/OpenERP
+
Tailor-made solutions at the right price
Consulting
Functional Analysis
Customizations
Data migrations
Training
Hosting
Support & Maintenance
Completesetofservices
Trobz offers a complete set of services: from business consulting, system analysis to customization, data
migration, training, hosting and support & maintenance. This is to ensure the delivery of best quality
services to our customers as well as to remove unnecessary burden from the customers and let them
focus on what they do best: their businesses.
© Trobz 2018 - All rights reserved
About Odoo
29
● Created in 2002 in Belgium, Odoo employs over 420 people in 7 different countries.
● 950 official partners in 110 countries
● 3.7 million users (ranging from startup companies to large enterprises - 300,000+ users)
● 4,500+ applications (30 main applications). See more here and here.
DegreeofSpecialization
Scope
ERP players
(SAP, Microsoft, Oracle…)
Verticalplayers
(SalesforceCRM,Trello…)
- +
+
Odoo is the most flexible solution Odoo is fully modular
Stock Sales Purchases
Accounting
Human
Resources
Manufacturing
Your Business
Application
CRM
© Trobz 2018 - All rights reserved
Trobz Values
30
We help our customers reach their expectations and even more!
*Based on our 8-year experience
added value
Native
features of
Our customer’s expectations
10% 20% 30% 40% 50% 60% 70% 80% 90% 100%0% 110%
Cover of our customer’s needs*
80% - 90%
decisive factor to the
success of the project
© Trobz 2018 - All rights reserved
Odoo Community Association (OCA)
31
● A nonprofit organization whose
mission is to promote the widespread
use of Odoo and to support the
collaborative development of Odoo
features. See: odoo-community.org
○ 661+ contributors - 1,026,851 lines of
code - 281 years of effort - first commit:
August 2007
● Trobz is part of OCA and OCV (Odoo
Community Vietnam).
○ Trobz has published a full VAS-compliant
reporting package.
● Trobz is an open source player. Visit
Trobz’s Github.
Success Stories
© Trobz 2018 - All rights reserved
Canifa
33
In short…
First phase of the replacement of an ERP platform based
proprietary software (SAP and others) by a platform based on
Odoo.
Some figures
More than 100 shops with more than 200 POS, 35,000
SKUs, ability to handle up to 30k sales per day.
Other projects
Canifa PLM, HR, Mobile, BI, MRP
530 man-days
implementation project
885
number of users
May 2017
production
CRM
Manufacturing
Canifa is a leading fashion company in Vietnam.
Main features and customizations
• Highly customized POS UI
• Sophisticated custom promotion scheme and loyalty
program
• Multi-companies implementation for Retail company
and Production company. Data are created and
synced automatically between companies.
• Accounting reports (VAS-compliant)
+1000 employees
company size
Sales
Accounting
Human Resources
Stock
Purchases
© Trobz 2018 - All rights reserved
UMA
34
1000 man-days
implementation project
250
number of users
July 2012
production
Human resources
Stock
Accounting
Purchases
Sales, POS 
CRM
Manufacturing
In short…
Replacement of an old POS system, made obsolete by the
difficulty to extend with additional features (online sales, product
management, promotion scheme and loyalty program,...).
The project was divided into 3 phases:
• Missing parts in the old system (product management,
integration with the online shop).
• Full supply chain: POS, multi-warehouses management,
purchasing, replenishment, invoicing, payments,...
• Back office: human resources (payroll, integration with a
fingerprint attendance machine), accounting (VAS-compliant)
and finances.
Uma is a Swedish-founded company designing and selling furniture in Vietnam.
400 employees
company size
Some figures
19 shops nationwide + 5 online shops
250 users, 8,500 SKUs, up to 80,000 items sold per
month
Main features and customizations
• Full integration with the online shop (Magento-based)
• Sophisticated custom promotion scheme and loyalty
program
• Optimizing the supply chain with a sophisticated
replenishment algorithm
© Trobz 2018 - All rights reserved
MekongFurniture
35
300 man-days
implementation project
17
number of users
May 2013
production
Human resources
Stock
Accounting
Purchases
Sales
CRM
Manufacturing
In short…
The project started simultaneously with the setup of the
factory, with the requirement to replicate the process
implemented by the managers in previous factories.
• Manufacturing: detailed modelling of the manufacturing
process with a very accurate tracking of each operation on
the production floor
• Human Resources
• Accounting
• KPIs and dashboards
Some figures
1 factory, 350 workers, 200 articles produced, 6,000
components.
Mekong Furniture is a French manufacturing factory, backend of a major French retailer of furniture and home
decoration items with a network of shops all over Europe.
Main features and customizations
• Modelling of each operation with a theoretical duration to
be used to measure the productivity
• Tracking of each operation on the production floor
(completion and time spent) using a system of stickers
with barcodes
• Integration with a fingerprint machine for the tracking of
the attendance in the ERP
• Fine-grained reporting of the productivity based on the
theoretical duration of each operation and the time
actually spent
• Human resources: overtime, allowances, payroll
compliant with Vietnamese legislation
• VAS-compliant accounting
350 employees
company size
© Trobz 2018 - All rights reserved
Smartnet
36
In short…
Smartnet switched from a traditional CRM product to an
ERP system with the goals
● Powering a strong Lead Management capacity;
● Supporting effective daily sales operations in the
market field and reducing labor supervision cost;
● Providing a rich integration with various technology
solutions for effective communication with customers;
● Featuring a strong real-time insight and analysis using
best-in-place reporting modules and interactive
dashboard.
Some figures
3000 raw leads per day. Expected 1225 loans per month.
Other project
Smartnet HR
473 man-days
implementation project
5700
number of users
Nov 2017
production
Smartnet specializes in personal financial services and insurance including: referrals, consulting self-directed credit
products, consumer loans and insurance.
Main features and customizations
• Product with dynamic attributes management
• Sales Campaign Automation & Lead Allocation with dynamic
rules and possibility to combine rules
• Lead Follow-up Process until sales contracts are signed
• Kiosk & Salesforce Management for 5800 employees in 717
point of sales over 51 cities and provinces
• Integration with business partners’ systems; social networks
and Asterisk (basic)
• Integrated Website to promote products and capture leads
• Integrated Mobile Application: sales activities management,
support offline operations and instant notifications
• Effective Sales KPIs Management
• Complex Sales Bonus Calculation
+5800 employees
company size
CRM
Manufacturing
Sales
Accounting
Human Resources
Stock
Purchases
Marketing Automation // Bonus Calculation //
Compliance Control // Website // Mobile App
© Trobz 2018 - All rights reserved
Other related projects
37
Customer / Project Industry Modules
Alwin Towel/Tissue/Napkin
Dispenser Production
MRP, Sales, Purchase, Inventory,
QA/QC, Invoicing
Aardwolf Industrial Equipment
Production
MRP, Sales, Purchase, Inventory,
QA/QC, HR, Accounting
Hemisphere Gateway
[Thailand]
Narrow Fabric Production MRP, Sales, Purchase, Inventory,
QA/QC
IREX Solar Panel Production MRP, Sales, Purchase, Inventory,
QA/QC, Mobile App
Trobz + Odoo + You?
Trobz Methodology
© Trobz 2018 - All rights reserved
Trobz Methodology
40
First Meeting
Validation of the interest
and high level scope
Acceptance
& Production Launch
Pre-Analysis
&
Demo
Analysis Implementation
Validation of the analysis
Project Support
1 day > 3 months 1 week > 3 months
2 weeks > 3-6 months
D
evelopm
ent
(team
w
ork)
Implementation
x N Iterations
C
ustom
er
(test)
Q
uality
C
ontrol
(team
w
ork)
Planning
(define
content)
forever....
Similar presentations can be found here: https://www.slideshare.net/tttungtt/trobz-uit-system-analysis-process-knowledge-sharing-20180511-96776461
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Trobz You? - Trobz Profile [dedicated for manufacturing projects]

  • 1. Trobz Profile [dedicated for MRP projects] The original link to this presentation is here: https://docs.google.com/presentation/d/1AdbIGqurenlKQT06ah1xt2Xv9Wj4sSxtXf8E4y_8NbU/edit#slide=id.p Contact tung@trobz.com for more information
  • 2. You? + Odoo + Trobz
  • 3. © Trobz 2018 - All rights reserved Outline 3 ● Odoo Demo ○ Overview ○ Procurement Methods & Master Production Schedule ○ QA/QC ● Brief Introduction: Trobz & Odoo ● Success Stories ● Trobz Methodology
  • 4. Odoo Demo - Overview
  • 5. © Trobz 2018 - All rights reserved Why Odoo for Manufacturing Enterprises? 5 References ● MRP + Maintenance + PLM + Quality ● MRP II Scheduler and Master Production Schedule ● The new workcenter control panel in version 11 ● Demand Driven Material Requirements Planning
  • 6. © Trobz 2018 - All rights reserved Sample Products 6 Sample Products (grouped in categories)
  • 7. © Trobz 2018 - All rights reserved Products & Variants - Attributes 7 18* A product can have several variants based on the set of attributes of that product. (*): There are 18 variants created from the Attribute configuration but I hid some and that is why the system shows only 5 active variants.
  • 8. © Trobz 2018 - All rights reserved Products & Variants - Configuration Checklist 8 ● Category, Internal Reference, Barcode ● Sale Price, Cost, Unit of Measure (UoM), Purchase UoM ● Procurement Method (MTS, MTO); Supply Method (Buy, Manufacture) ● Reordering Rules (Minimum Stock Rules) ● Vendor Configuration ● Tracking Method (By Unique Serial Number, By Lots, No Tracking) ● Product Attributes ● Customer / Delivery Lead Time ● Purchase Lead Time; Manufacturing Lead Time ● Purchase Method (Create a draft purchase order, Propose a call for tenders) ● Packaging Method ● ...
  • 9. © Trobz 2018 - All rights reserved BOMs and Routings (1) 9 Bill of Materials (BOM) defines the list of components with their operations to produce a product. BOM can be specifically defined for each variant.
  • 10. © Trobz 2018 - All rights reserved BOMs and Routings (2) 10 Routing defines the list of operations to product a product. User can track the versions of the Routings as well as perform some performance analysis.
  • 11. © Trobz 2018 - All rights reserved Work Centers & Work Center Operations 11 Work Center Operation defines the information of each step during a production of a product. Users can set the standard duration of each operation. Users can also attach the worksheet to give instructions to the workers. Associated to each operation is a work center. Work center represents a type of machine or worker which / who can handle some operations during the production. Work Center & Work Center Operation are the base to calculate a planning for each Manufacturing Order.
  • 13. © Trobz 2018 - All rights reserved Make to Order (MTO) [Procurement Method #1] 13 In the product configuration, check the option “Make To Order” in the section Routes. This tells Odoo to create either a draft purchase order / manufacturing order when there are demands for this component. By either choosing “Manufacture” or “Buy”, the configurator indicates whether a purchase order or a manufacturing order should be created to fulfill the demands. In this example, our supply method is to manufacture this product. This method is usually used for custom-made, on-demand or high-value products.
  • 14. © Trobz 2018 - All rights reserved Make to Stock (MTS) [Procurement Method #2] 14 By default, if “Make to Order” is NOT checked, Odoo uses the procurement method “Make to Stock”. Choose the supply method as “Manufacture” in this example. To control the stock level of MTS products, we can configure the Reordering Rules.
  • 16. © Trobz 2018 - All rights reserved Master Production Schedule (MPS) 16 An example of a MPS of two products
  • 17. © Trobz 2018 - All rights reserved Master Production Schedule (2) 17 From the factors ● Minimum to Supply ● Maximum to Supply ● Forecasted Target ● Starting Inventory ● Demand Forecast (Direct + Indirect) Odoo auto computes the forecasted number to supply and the forecasted inventory over the period of 12 months. With this mechanism, you can proactively control the procurement as well as quickly identify the potential issues.
  • 18. © Trobz 2018 - All rights reserved Master Production Schedule (3) 18 From the MPS, we can “Launch Procurement” which will trigger the creation of ● Purchase Order: if the supply method is “Buy”; ● Manufacturing Order: if the supply method is “Manufacture”. In this example, it is a MO. The Source Document of this MO is “MPS”. However, this can be improved to offer more visibility.
  • 19. © Trobz 2018 - All rights reserved Master Production Schedule (4) 19 A Purchase Order is also generated to purchase the required materials. The quantities are computed based on ● BOM Definition ● Reordering Rules ● Forecast from MPS
  • 21. © Trobz 2018 - All rights reserved Quality Control Point 21 Example of some control points
  • 22. © Trobz 2018 - All rights reserved Purchase QC 22 A Quality Check is created for the rubber wood when there is a receipt of this product into stock.
  • 23. © Trobz 2018 - All rights reserved IPQC (In-Progress Quality Control) 23 On the screen of a Work Order, the preconfigured control points will show up. They can be used for 2 purposes ● To record the quality results; ● To remind the worker on the steps to do / check.
  • 24. © Trobz 2018 - All rights reserved FQC (Final Quality Control) 24 Final Quality Checks are the checks which are not associated to any production step. They must be done before a MO finishes.
  • 26. © Trobz 2018 - All rights reserved About Trobz 26 ● Leading Odoo integrator in Vietnam since 2009 ● Operates on the local market and abroad (~50/50) ● About 60 employees (and still growing) ● More than 200 Odoo instances managed ● Projects of various sizes: implementations from 15 days to 1,500 days ● Proven track record of successful implementations ● => At Trobz, we deliver ☺
  • 27. © Trobz 2018 - All rights reserved After the first few years surviving, at the end of 2012, Trobz started to see a significant growth. For two years in a row, Trobz doubled its number of staff from around 8 in 2012 to 16 in 2013 and roughly 28 in 2014. The years after, Trobz has continued its steady growth and reached approximately 53 people at the end of 2017. At the moment of this presentation (May 2018), Trobz has 60 employees in total and expects to have 80 employees by the end of 2018. Trobz Head Count 27
  • 28. © Trobz 2018 - All rights reserved Our Scope 28 Trobz implements ERP solutions based on Odoo/OpenERP + Tailor-made solutions at the right price Consulting Functional Analysis Customizations Data migrations Training Hosting Support & Maintenance Completesetofservices Trobz offers a complete set of services: from business consulting, system analysis to customization, data migration, training, hosting and support & maintenance. This is to ensure the delivery of best quality services to our customers as well as to remove unnecessary burden from the customers and let them focus on what they do best: their businesses.
  • 29. © Trobz 2018 - All rights reserved About Odoo 29 ● Created in 2002 in Belgium, Odoo employs over 420 people in 7 different countries. ● 950 official partners in 110 countries ● 3.7 million users (ranging from startup companies to large enterprises - 300,000+ users) ● 4,500+ applications (30 main applications). See more here and here. DegreeofSpecialization Scope ERP players (SAP, Microsoft, Oracle…) Verticalplayers (SalesforceCRM,Trello…) - + + Odoo is the most flexible solution Odoo is fully modular Stock Sales Purchases Accounting Human Resources Manufacturing Your Business Application CRM
  • 30. © Trobz 2018 - All rights reserved Trobz Values 30 We help our customers reach their expectations and even more! *Based on our 8-year experience added value Native features of Our customer’s expectations 10% 20% 30% 40% 50% 60% 70% 80% 90% 100%0% 110% Cover of our customer’s needs* 80% - 90% decisive factor to the success of the project
  • 31. © Trobz 2018 - All rights reserved Odoo Community Association (OCA) 31 ● A nonprofit organization whose mission is to promote the widespread use of Odoo and to support the collaborative development of Odoo features. See: odoo-community.org ○ 661+ contributors - 1,026,851 lines of code - 281 years of effort - first commit: August 2007 ● Trobz is part of OCA and OCV (Odoo Community Vietnam). ○ Trobz has published a full VAS-compliant reporting package. ● Trobz is an open source player. Visit Trobz’s Github.
  • 33. © Trobz 2018 - All rights reserved Canifa 33 In short… First phase of the replacement of an ERP platform based proprietary software (SAP and others) by a platform based on Odoo. Some figures More than 100 shops with more than 200 POS, 35,000 SKUs, ability to handle up to 30k sales per day. Other projects Canifa PLM, HR, Mobile, BI, MRP 530 man-days implementation project 885 number of users May 2017 production CRM Manufacturing Canifa is a leading fashion company in Vietnam. Main features and customizations • Highly customized POS UI • Sophisticated custom promotion scheme and loyalty program • Multi-companies implementation for Retail company and Production company. Data are created and synced automatically between companies. • Accounting reports (VAS-compliant) +1000 employees company size Sales Accounting Human Resources Stock Purchases
  • 34. © Trobz 2018 - All rights reserved UMA 34 1000 man-days implementation project 250 number of users July 2012 production Human resources Stock Accounting Purchases Sales, POS  CRM Manufacturing In short… Replacement of an old POS system, made obsolete by the difficulty to extend with additional features (online sales, product management, promotion scheme and loyalty program,...). The project was divided into 3 phases: • Missing parts in the old system (product management, integration with the online shop). • Full supply chain: POS, multi-warehouses management, purchasing, replenishment, invoicing, payments,... • Back office: human resources (payroll, integration with a fingerprint attendance machine), accounting (VAS-compliant) and finances. Uma is a Swedish-founded company designing and selling furniture in Vietnam. 400 employees company size Some figures 19 shops nationwide + 5 online shops 250 users, 8,500 SKUs, up to 80,000 items sold per month Main features and customizations • Full integration with the online shop (Magento-based) • Sophisticated custom promotion scheme and loyalty program • Optimizing the supply chain with a sophisticated replenishment algorithm
  • 35. © Trobz 2018 - All rights reserved MekongFurniture 35 300 man-days implementation project 17 number of users May 2013 production Human resources Stock Accounting Purchases Sales CRM Manufacturing In short… The project started simultaneously with the setup of the factory, with the requirement to replicate the process implemented by the managers in previous factories. • Manufacturing: detailed modelling of the manufacturing process with a very accurate tracking of each operation on the production floor • Human Resources • Accounting • KPIs and dashboards Some figures 1 factory, 350 workers, 200 articles produced, 6,000 components. Mekong Furniture is a French manufacturing factory, backend of a major French retailer of furniture and home decoration items with a network of shops all over Europe. Main features and customizations • Modelling of each operation with a theoretical duration to be used to measure the productivity • Tracking of each operation on the production floor (completion and time spent) using a system of stickers with barcodes • Integration with a fingerprint machine for the tracking of the attendance in the ERP • Fine-grained reporting of the productivity based on the theoretical duration of each operation and the time actually spent • Human resources: overtime, allowances, payroll compliant with Vietnamese legislation • VAS-compliant accounting 350 employees company size
  • 36. © Trobz 2018 - All rights reserved Smartnet 36 In short… Smartnet switched from a traditional CRM product to an ERP system with the goals ● Powering a strong Lead Management capacity; ● Supporting effective daily sales operations in the market field and reducing labor supervision cost; ● Providing a rich integration with various technology solutions for effective communication with customers; ● Featuring a strong real-time insight and analysis using best-in-place reporting modules and interactive dashboard. Some figures 3000 raw leads per day. Expected 1225 loans per month. Other project Smartnet HR 473 man-days implementation project 5700 number of users Nov 2017 production Smartnet specializes in personal financial services and insurance including: referrals, consulting self-directed credit products, consumer loans and insurance. Main features and customizations • Product with dynamic attributes management • Sales Campaign Automation & Lead Allocation with dynamic rules and possibility to combine rules • Lead Follow-up Process until sales contracts are signed • Kiosk & Salesforce Management for 5800 employees in 717 point of sales over 51 cities and provinces • Integration with business partners’ systems; social networks and Asterisk (basic) • Integrated Website to promote products and capture leads • Integrated Mobile Application: sales activities management, support offline operations and instant notifications • Effective Sales KPIs Management • Complex Sales Bonus Calculation +5800 employees company size CRM Manufacturing Sales Accounting Human Resources Stock Purchases Marketing Automation // Bonus Calculation // Compliance Control // Website // Mobile App
  • 37. © Trobz 2018 - All rights reserved Other related projects 37 Customer / Project Industry Modules Alwin Towel/Tissue/Napkin Dispenser Production MRP, Sales, Purchase, Inventory, QA/QC, Invoicing Aardwolf Industrial Equipment Production MRP, Sales, Purchase, Inventory, QA/QC, HR, Accounting Hemisphere Gateway [Thailand] Narrow Fabric Production MRP, Sales, Purchase, Inventory, QA/QC IREX Solar Panel Production MRP, Sales, Purchase, Inventory, QA/QC, Mobile App
  • 38. Trobz + Odoo + You?
  • 40. © Trobz 2018 - All rights reserved Trobz Methodology 40 First Meeting Validation of the interest and high level scope Acceptance & Production Launch Pre-Analysis & Demo Analysis Implementation Validation of the analysis Project Support 1 day > 3 months 1 week > 3 months 2 weeks > 3-6 months D evelopm ent (team w ork) Implementation x N Iterations C ustom er (test) Q uality C ontrol (team w ork) Planning (define content) forever.... Similar presentations can be found here: https://www.slideshare.net/tttungtt/trobz-uit-system-analysis-process-knowledge-sharing-20180511-96776461