Tips to get the most out of OpenERP. Jean Luc Delsaute & Coralie Girardet, Audaxis

download Tips to get the most out of OpenERP. Jean Luc Delsaute & Coralie Girardet, Audaxis

of 40

  • date post

    31-Oct-2014
  • Category

    Business

  • view

    2.720
  • download

    3

Embed Size (px)

description

 

Transcript of Tips to get the most out of OpenERP. Jean Luc Delsaute & Coralie Girardet, 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 alsowhat 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 oce 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 oce 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 & androd Customer info Product catalog Sales order entry Inventory ATP 15
  • 16. Powerfull back oce 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 oce 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 eorts Avoid mulHple excel les ! Benet 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. Dos & Dont 3
  • 24. DO Start small Dos & Dont 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 specic 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 Dos & Dont 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 Dos & Dont 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, workows 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 Dos & Dont 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 Dos & Dont 3
  • 35. Do properly dene your infrastructure Test OpenERP performances Target OpenERP infrastructure Test on several architectures or conguraHons 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 DONT Wait for roadmap Dos & Dont 3
  • 37. Dont wait for the roadmap Only 5 years old Cant 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 DONT Wait for roadmap DONT Wait at all ! Dos & Dont 3
  • 39. Dont 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