http://openerp.com

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

15. Questions/END
THANK YOU