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TIPS TO GET THE MOST OUT OF OPENERP
OpenERP Community Days 2013
Eager to… 2
IncreaseMobility
Improve cash
Be agile
Save time
Learn 3
When? Where? How ? OpenERP can best support you
But also…what to DO
and what NOT to do !
Advise from… 1
Audaxis
¨ Leading service provider on Open Source Enterprise ApplicaHons
» ERP » BI » Web
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Brussels Paris Lille Luxembourg Switzerland
95 people
Market presence
20 years ERP mid-market
10 years Open Source ERP
Gold & CTP Partner
Where can OpenERP best support you 2
Powerful back office of web plaMorms
Where can OpenERP best support you 2
Webshop IntegraHon : Who monitors what?
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Product Catalog- Customer details - Sales order - Payment Shipping – Invoice - Inventory
ERP
Webshop
OpenERP strengths
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§ Modern Technology § Ready to use API § Customizable catalog § Flexible workflows (prepaid sales)
§ Multi-channel sales, taxes, currencies, langages § Inventory management
Processing Business rules 11
Multi-brand Portals for Skills evaluation
Unique back office Customers, Price list, sales
Centralized business processes
Core Business Rules
Powerful integraHon 12
Web sites
Sell phone
Price list
Ship
Ship
Repair
resell
Buyers
Powerfull back office for web apps Mobility for your sales reps
Where can OpenERP best support you 2
Empower your sales force
¨ Access sales data anyHme anywhere ¨ Process orders directly from customer site ¨ Avoid paper or mulHple systems
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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
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Powerfull back office for web apps Mobility for your sales reps Visibility across your operaHons
Where can OpenERP best support you 2
OpenERP Strengths
Single plaMorm with integrated
¤ Procurement ¤ LogisHcs ¤ Financials : AR/AP/GL
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MulH-‐departments operaHons 18
Suppliers, Requisitions, Purchasing, Stock AR, AP, GL, Analytics
Custom modules : students, registration, aourses
1.300 employees
Immediate access to accurate data 19
Sage 100
Customers, sales Sage SQL
Order tracking, ATP
Sage WMS
Inventory Sage doc
Document layout
Sage CRM
Contacts, agenda
Sage ecommerce
Product calatog
Sage designer
Website lay out
Powerfull back office for web apps Mobility for your sales reps Visibility across your operaHons Targeted communicaHon
Where can OpenERP best support you 2
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…
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Targ
et1-
Shel
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Targ
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Cat
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Targ
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Dea
n
Campaigns
Actions
Reporting
FoundaHon for animals care 22
XLS WORD WORKS
Resource Optimization 3 people managing campaigns
Do’s & Don’t 3
DO Start small
Do’s & Don’t 3
Do start small : select 1 topic 25
RFQ Contract
Supplier
Purchase management
Order
Catalog Invoice
Requisition Receipt
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
DO Start small DO Test a use case
Do’s & Don’t 3
Test a use case : go fast with a POC 28
What is ERPsible in my business?
Based on your data
DO Start small DO Test use case DO Get trained early
Do’s & Don’t 3
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
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Standard : 3 days Advanced : +2 days
CTP Partners Program
DO Start small DO Test use case DO Get trained early DO Care about data migraHon
Do’s & Don’t 3
Do care about data migraHon
¨ Where is the correct data? ¨ Who owns the data? ¨ Data cleansing
¤ Garbage in, Garbage out
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One of the most time consuming task in ERP Project
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
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DO Start small DO Test use case DO Get trained early DO Care about migraHon DO Benchmark infrastructure
Do’s & Don’t 3
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
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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
Don’t wait for the roadmap
¨ Only 5 years old ¨ Can’t be full featured ¨ Move fast in producHon
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OpenERP Core
Fund new features
Get more from
Community
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
Don’t wait at all
TAKE IT AS IT IS ! OpenSource is about:
InnovaHon Time to market
THINK LONG TERM, IMPLEMENT SHORT TERM
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Enjoy Community days !
www.audaxis.com
Contact us [email protected]
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Visit our booth at OpenERP Community Days in Hall K
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