OpenERP Implementation Assistance - Customers
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This document describes an OpenERP implementation assistance project approach. It involves analyzing customer needs, providing onsite training, assisting with system configuration, customizing for complex requirements, verifying the configuration, and providing maintenance. The responsibilities are divided between OpenERP for project management, an OpenERP partner for onsite support, and the customer for system configuration. It is aimed at companies who want to be involved in their ERP implementation to optimize costs and have requirements covered largely by the standard system.
OpenERP Implementation Assistance - Customers
- 1. OpenERP Implementation Assistance The OpenERP out-of-the-box project approach MAXIME GLORIEUX, HEAD OF SAAS & IA
- 2. Agenda What is an OpenERP Implementation Assistance ? Implementation Assistance project steps Analysis Onsite training Configuration Customization Control of the configuration Maintenance Responsibilities Implementation Assistance budgetary offer example Who is it for ?
- 3. What is an OpenERP Implementation Assistance ? It is an out-of-the-box/standard OpenERP system deployment that involves the customer in the configuration of the database.
- 4. What is an OpenERP Implementation Assistance ? Project duration ? 3 month objective Onsite/online ? Customer’s choice Maintenance & migration ? Included in the proposal
- 5. OpenERP Implementation Assistance Project steps Onsite Config- Customi Verifica Mainte- Analysis training ration - zation - tion nance 1) We analyse the customer needs & an action plan 2) Customer gets trained onsite 3) Customer configures his system with an onsite support 4) We customize the system on more complex standard adaption requirements 5) We control the configuration 6) The system is deployed into production and an OpenERP Enterprise contract is put in place for onsite
- 6. OpenERP Implementation Assistance Project steps – Analysis Onsite Config- Customi Verifica Mainte- Analysis training ration - zation - tion nance The analysis will define what will need to be done: • The list of modules to install • Key configuration steps • A series of advices to setup the application according to your needs • The list of menus you will have to configure and an explanation on how to configure each of them.
- 7. OpenERP Implementation Assistance Project steps – On site training Onsite Config- Customi Verifica Mainte- Analysis training ration - zation - tion nance Competency transfers are provided onsite by an expert from our certified consultant network: • Our expert will show you how to configure and use OpenERP for each part of your company management
- 8. OpenERP Implementation Assistance Project steps – Configuration Onsite Config- Customi Verifica Mainte- Analysis training ration - zation - tion nance You do the configuration of OpenERP according to our advices and list of menus to configure. Our expert from our certified consultant network can be available for an onsite intervention if more onsite support is needed. We also help you by providing phone, email, livechat support.
- 9. OpenERP Implementation Assistance Project steps – Customization Onsite Config- Customi Verifica Mainte- Analysis training ration - zation - tion nance
- 10. OpenERP Implementation Assistance Project steps – Control of the configuration Onsite Config- Customi Verifica Mainte- Analysis training ration - zation - tion nance Once configuration and customization have been made, we control the system to make sure everything correctly set up.
- 11. OpenERP Implementation Assistance Project steps – Maintenance Onsite Config- Customi Verifica Mainte- Analysis training ration - zation - tion nance In order to efficiently work together, the whole configuration process is made on an OpenERP online instance we have setup for you. Once your instance is ready, you can choose to use it online or install it on your own server.
- 12. OpenERP Implementation Assistance Responsibilities Who ? What ? initial analysis OpenERP advanced adaptations (reports, views, Project management/coordination role workflows) control of the configuration +L2 support OpenERP Partner onsite training/competency transfers Onsite presence and support role +L1 support Customer configuration System configuration
- 13. OpenERP Implementation Assistance Budgetary offer
- 14. OpenERP Implementation Assistance Who is it for ? Companies willing to be involved in their ERP implementation in order to optimize its investment Company needs fully covered or min 80% by default/in standard Limited budget Urgent need to deploy a system