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Flexing Sugar Platform: Session 8: Change the World Using the Sugar Platform
1.
Flexing Sugar Platform Change
the World Using the Sugar Platform
2.
Steve Johnson
Consultant #mojocode www.mojocode.com 4/30/2012 ©2012 SugarCRM Inc. All rights reserved. 2
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 use Tweet: #SCON12 4/30/2012 ©2012 SugarCRM Inc. All rights reserved. 3
4.
Who’s here? Developers?
Users? Management? Others? Tweet: #SCON12 4/30/2012 ©2012 SugarCRM Inc. All rights reserved. 4
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 reports Tweet: #SCON12 4/30/2012 ©2012 SugarCRM Inc. All rights reserved. 5
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 log Tweet: #SCON12 4/30/2012 ©2012 SugarCRM Inc. All rights reserved. 6
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, SugarExchange Tweet: #SCON12 4/30/2012 ©2012 SugarCRM Inc. All rights reserved. 7
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.
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 applications Tweet: #SCON12 4/30/2012 ©2012 SugarCRM Inc. All rights reserved. 9
10.
Which just means…
“Solve the problem, not the plumbing.” Tweet: #SCON12 4/30/2012 ©2012 SugarCRM Inc. All rights reserved. 10
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 backup Tweet: #SCON12 4/30/2012 ©2012 SugarCRM Inc. All rights reserved. 11
12.
The Setup: Development,
Test, Production Production 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 backups Tweet: #SCON12 4/30/2012 ©2012 SugarCRM Inc. All rights reserved. 12
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 tools Tweet: #SCON12 4/30/2012 ©2012 SugarCRM Inc. All rights reserved. 13
14.
PraxisPackaging.com Tweet: #SCON12
4/30/2012 ©2012 SugarCRM Inc. All rights reserved. 14
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.
Praxis’ Systems Barcoded
pallet tags Handheld laser scanners (50’) running a browser Badge scanners Tweet: #SCON12 4/30/2012 ©2012 SugarCRM Inc. All rights reserved. 16
17.
Praxis’ Systems PCs;
desktops, laptops Tablets (iPad) Handheld (iPhone) Touchscreen Production PCs IE7+ w/Scriptx Tweet: #SCON12 4/30/2012 ©2012 SugarCRM Inc. All rights reserved. 17
18.
Praxis’ Systems Status
displays Line status Employee status Efficiencies Large LCD iPhone Tweet: #SCON12 4/30/2012 ©2012 SugarCRM Inc. All rights reserved. 18
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 forms Tweet: #SCON12 4/30/2012 ©2012 SugarCRM Inc. All rights reserved. 19
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.
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 materials Tweet: #SCON12 4/30/2012 ©2012 SugarCRM Inc. All rights reserved. 21
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.
ReadAsia.org Tweet: #SCON12
4/30/2012 ©2012 SugarCRM Inc. All rights reserved. 23
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 weeks Tweet: #SCON12 4/30/2012 ©2012 SugarCRM Inc. All rights reserved. 24
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.
ReadAsia Modules
Projects Project Managers Teachers Pictures Documents Project Reports Field Related Info Photo embedding Workflow Tweet: #SCON12 4/30/2012 ©2012 SugarCRM Inc. All rights reserved. 26
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-office Tweet: #SCON12 4/30/2012 ©2012 SugarCRM Inc. All rights reserved. 27
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 electronically Tweet: #SCON12 4/30/2012 ©2012 SugarCRM Inc. All rights reserved. 28
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.
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.
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&A Tweet: #SCON12 4/30/2012 ©2012 SugarCRM Inc. All rights reserved. 31
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.
#SCON12
4/30/2012 ©2012 SugarCRM Inc. All rights reserved. 33
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