Scaling API-first – The story of a global engineering organization
5 Reasons to Upgrade to OpenERP 7.0
1. 5 reasons you want to consider
OpenERP 7.0
1. PLENTY OF NEW BUSINESS APPS
2. LEAN AND IMPROVED BUSINESS FLOWS
3. GET THE INFO YOU NEED AND NO MORE
4. OPEN YOUR COMPANY TO THE WORLD
5. EASE OF USE MEANS BETTER PRODUCTIVITY
3. New Business Apps
you can install in one click
3
New Touchscreen Point of sales
Event Management to manage trainings and customer events
Secure billings and renewals with Contracts Management
Time Sheets to track and bill employees activities
Project Management also covers task-timesheet integration
Fleet Management delivers vehicle contract and cost control
Leaner expense note processing with Expense Management
Personal productivity tools provide private tasks management, to
do lists and pads …
4. New Point of Sales
4
Connect-disconnect mode
Easy to use
Intuitive process
Instant search/product
categories/…
Touchscreen ergonomics
Parallel sessions possible
Integration with
hardware devices
Self scanning
5. New Timesheets
5
Simplified process
Multiple projects data
entry possible in single
screen
Subtotals per day/week
and per project
Attendance data (sign-
on/sign-out) compared
to timesheet total
Billings based on
timesheets
6. Contract management
6
Manage contract aspects:
Duration
Maximum tickets or hours
Price (per hour, fixed,…)
Forecast, budget &
analyze
Handle billing:
Fixed price
Time and materials basis
Expenses
Per phase
Follow up renewals
7. Integration with Google docs
7
Integrate Google Docs- text and spreadsheet files (e.g.) :
Link a job application in OpenERP with a interview evaluation
form
Add a design plan and general sales conditions to your offer
Follow the link to visualize the file in Google Doc
8. 5 reasons you want to consider
OpenERP 7.0
1. PLENTY OF NEW BUSINESS APPS
2. LEAN AND IMPROVED BUSINESS FLOWS
3. GET THE INFO YOU NEED AND NO MORE
4. OPEN YOUR COMPANY TO THE WORLD
5. EASE OF USE MEANS BETTER PRODUCTIVITY
9. Sales Order Enhancements
9
Enter data in grid mode on the sales order form, or enter
through a dialog, depending on settings
Added action buttons and stages
10. Invoicing & Payment Enhancements
10
Invoice according to different scenarios
Register payments from within the invoice
12. 5 reasons you want to consider
OpenERP 7.0
1. PLENTY OF NEW BUSINESS APPS
2. LEAN AND IMPROVED BUSINESS FLOWS
3. GET THE INFO YOU NEED AND NO MORE
4. OPEN YOUR COMPANY TO THE WORLD
5. EASE OF USE MEANS BETTER PRODUCTIVITY
13. Select the info you want to receive
13
Select the discussions
or groups you want to
be part of. You will
only receive the
messages which are
relevant to you
14. Documents, transition history
and messages, all in one view
14
Full document history and
messages sit neatly
underneath the form
Followers and aspects of
the document being
shared are depicted
The form resembles your
printed document
15. Don’t waste time searching
OpenERP notifies you when events occur
15
Follow comments, tasks and stage changes for a project
Invite contacts and colleagues to follow the project
16. 5 reasons
you want to consider
OpenERP 7.0
1. PLENTY OF NEW BUSINESS APPS
2. LEAN AND IMPROVED BUSINESS FLOWS
3. GET THE INFO YOU NEED AND NO MORE
4. OPEN YOUR COMPANY TO THE WORLD
5. EASE OF USE MEANS BETTER PRODUCTIVITY
17. Integration with email and websites
17
With email aliases, in only a few clicks, you can:
Integrate incoming mail (i.e. sales@mycompany.com) with
your CRM to create leads
Integrate job applications and the attachments (i.e.
Jobs@mycompany.com) with your HR applicants pool
Integrate any sales request (Support@mycompany.com) with
your support and ticket tracking
18. Allow people you work with
to access the info they need
18
Share OpenERP documents through the portal
19. Allow people you work with
to access the info they need
19
Create groups and subscribe to them
Invite contacts to follow
20. 5 reasons you want to consider
OpenERP 7.0
1. PLENTY OF NEW BUSINESS APPS
2. LEAN AND IMPROVED BUSINESS FLOWS
3. GET THE INFO YOU NEED AND NO MORE
4. OPEN YOUR COMPANY TO THE WORLD
5. EASE OF USE MEANS BETTER PRODUCTIVITY
21. Is productivity important for you ?
21
Average of 38 % gain in time to perform processes
OpenERP use is much more intuitive
The user always knows where he is at
New users take 7 minutes on average to complete a full sales flow
in 7.0. compared to 20 minutes in version 6
Around 25% reduction on required mouse clicks to execute a
process end-to-end; almost 50 % reduction in distance to travel
between sequential mouse clicks
22. Boosting end user productivity
22
Buttons show logical next steps
Status bar indicators show actual stage of the document
Change the stages of the document by a click on the bar
23. Boosting end user productivity
23
Need Action indicators
Forms similar to real
documents
Kanban view can be personalized
Easy user sign-in and sign-out
27. OpenERP support policy
Long term 5.0 6.0 7.0 8.0 9.0
support
Stable versions 6.1 7.1
OpenERP 7.0 is a long term support version which will be
supported until the launch of 9.0
OpenERP 5.0. will no longer be supported
OpenERP 6.1 will be supported until May 2013
28. Migration services
available at the launch of 7.1
Migration services are included in the OPENERP
Enterprise Services
Release date
6.1 Migration scripts
Test on SaaS
Internal Migration
7.0 Migration scripts OpenERP Ent. Migration
Tests on SaaS
Internal Migration
OpenERP Enterprise Migration
Time line
29. Enhanced migration services
Additional Partners services (for a
OpenERP services fee)
Backups and upload of data base
Migration of certified modules
Migration of custom modules
Migration of custom modules
Testing of the database
(for a fee)
End user training
31. Enhanced OpenERP services
One click update of modules
Updating to the lastest version
Visibility of which modules need to be updated
One click update
One click maintenance
Customers or Partners report a bug
The support team analyses the bug and issues a patch and
merges it in the latest stable version of OpenERP
The customer updates his module in one click
32. Thank You
PLENTY OF NEW BUSINESS APPS
LEAN AND IMPROVED BUSINESS FLOWS
GET THE INFO YOU NEED AND NO MORE
OPEN YOUR COMPANY TO THE WORLD
EASE OF USE MEANS BETTER PRODUCTIVITY
+
ENHANCED SERVICES