SlideShare a Scribd company logo
1 of 9
Download to read offline
OpenERP Implementation
                                 1

                  E.R.P IMPLEMENTATION IS LIKE
         “MARRING A VERY BEAUTIFUL GIRL YOU DON’T KNOW“
                         SATYAMITRA MAAN

                    OPENERP BUSINESS ANALYST
                   PINAKIN CONSULTING PVT. LTD.
                    HERTFORDSHIRE, HP2 4AY U.K




Sample footer                                       March 9, 2012
Agenda OpenERP Implementation
                              2




 Introduction
 Friendship
 Breaking her up with other boyfriends/friends
 Love
 Marriage
 How to live happily together after.
 Questionnaire session



Sample footer                                 March 9, 2012
Introduction -> Presales
                           3

 Be professional
 Be process oriented
 You should Always have a schedule handy ( gantt.
  Chart. )
 You should always keep your pricelist handy (
  modular price and customization price)
 You should always have list of features per module
  handy.
 You should always have a pre-Defined proposal
  template

Sample footer                                  March 9, 2012
Friendship -> Pre-analysis
                                  4

 Use Google docs and let the customer define what
  they do.
 Always keep a ready template for “what I do” doc.
 Use mind maps to understand the business process.
 Always keep a ready template/script to import
  product master , partner master, product categories ,
  partner categories ,chart of accounts ,journals ,
  locations, work centers, routing, bill of materials ,
  employees, users etc.


How to implement openerp                           March 9, 2012
Breakup her up -> Gap analysis
                              5

 Prepare a gap analysis sheet between their existing
  business processes and terminologies with
  OpenERP processes and terminologies.
 Try to change yourself and your software
  terminologies to achieve the best business process .
 Explain them with benefits if you want them to
  change to OpenERP business processes and
  terminologies.



Sample footer                                    March 9, 2012
Breakup her up -> Gap analysis
                              6

 If they are using any other existing software please
  do prepare a list of existing business process and
  terminologies used by that software since customer
  is very used to it.
 Again adept the best as much as you can.
 Explain customer as how does the same processes
  work in OpenERP
 Keep comparison handy and you have to be
  confident first and then Dedicate as much time you
  can to show (explanation does not work guys  ) the
  comparison.

Sample footer                                    March 9, 2012
Love -> Implementation
                           7

 Don’t let the initial intimacy low down continue the
  process and try to adopt the modular approach so
  that customer keep getting something new to be wow
  after some interval of time .
 I would suggest not to give all love at one go
  implement module by module and try to come out
  with a new functionality every week so they can have
  time to appreciate .




Sample footer                                   March 9, 2012
Marriage ->Go live
                           8

 Once all module has been activated
 Start defining users/ groups and access rights.
 Package documentation and training by group of
  users.
 Always give users a hardcopy of document so that
  they can refer once go live.
 First 3 month would be the toughest since everybody
  will have tons of questions for you.
 Try to keep some-one onsite functional expert
  resource for first 3 month.

Sample footer                                   March 9, 2012
How to live happily there after
                               9

 Buy insurance for family i.e OPW for OpenERP.
 Transfer knowledge to Openerp so they can support
  from there.
 Keep calling your Customer once a month
 Always try to wish him on his important dates.
 Get a refer from your customer and move on.




Sample footer                                     March 9, 2012

More Related Content

What's hot

Best practices to include in your OpenERP implementation contracts. Sandro Bo...
Best practices to include in your OpenERP implementation contracts. Sandro Bo...Best practices to include in your OpenERP implementation contracts. Sandro Bo...
Best practices to include in your OpenERP implementation contracts. Sandro Bo...
Odoo
 
Test Driven Development – how it benefits business and teams alike
Test Driven Development – how it benefits business and teams alikeTest Driven Development – how it benefits business and teams alike
Test Driven Development – how it benefits business and teams alike
Scrum Australia Pty Ltd
 
Agile Development Brown Bag Lunches Slides
Agile Development Brown Bag Lunches SlidesAgile Development Brown Bag Lunches Slides
Agile Development Brown Bag Lunches Slides
guesta1c5d7
 

What's hot (20)

Best practices to include in your OpenERP implementation contracts. Sandro Bo...
Best practices to include in your OpenERP implementation contracts. Sandro Bo...Best practices to include in your OpenERP implementation contracts. Sandro Bo...
Best practices to include in your OpenERP implementation contracts. Sandro Bo...
 
Introducing Agile Methodologies
Introducing Agile MethodologiesIntroducing Agile Methodologies
Introducing Agile Methodologies
 
LKCE18 Jesper Boeg - Your improvement potential is much bigger than you think...
LKCE18 Jesper Boeg - Your improvement potential is much bigger than you think...LKCE18 Jesper Boeg - Your improvement potential is much bigger than you think...
LKCE18 Jesper Boeg - Your improvement potential is much bigger than you think...
 
What to expect in 30 60-90 days in agile transformation journey?
What to expect in 30 60-90 days in agile transformation journey?What to expect in 30 60-90 days in agile transformation journey?
What to expect in 30 60-90 days in agile transformation journey?
 
Test Driven Development – how it benefits business and teams alike
Test Driven Development – how it benefits business and teams alikeTest Driven Development – how it benefits business and teams alike
Test Driven Development – how it benefits business and teams alike
 
Changing business of testing - Testing Assembly Helsinki 2014
Changing business of testing - Testing Assembly Helsinki 2014Changing business of testing - Testing Assembly Helsinki 2014
Changing business of testing - Testing Assembly Helsinki 2014
 
How to do effective pi planning
How to do effective pi planningHow to do effective pi planning
How to do effective pi planning
 
What is agile and why should you care?
What is agile and why should you care?What is agile and why should you care?
What is agile and why should you care?
 
LKCE18 - Márcio Sete - Fit for Purpose Framework - distilled theory and practice
LKCE18 - Márcio Sete - Fit for Purpose Framework - distilled theory and practiceLKCE18 - Márcio Sete - Fit for Purpose Framework - distilled theory and practice
LKCE18 - Márcio Sete - Fit for Purpose Framework - distilled theory and practice
 
The hothouse approach
The hothouse approachThe hothouse approach
The hothouse approach
 
To test or not to test? this is the prblem
To test or not to test? this is the prblemTo test or not to test? this is the prblem
To test or not to test? this is the prblem
 
Starting a new project using Scrum
Starting a new project using ScrumStarting a new project using Scrum
Starting a new project using Scrum
 
Benzne Webinar : Product Discovery - Where Agile & Design Thinking meet!
Benzne Webinar : Product Discovery - Where Agile & Design Thinking meet!Benzne Webinar : Product Discovery - Where Agile & Design Thinking meet!
Benzne Webinar : Product Discovery - Where Agile & Design Thinking meet!
 
ENGR190D Winter 2013 Syllabus
ENGR190D Winter 2013 SyllabusENGR190D Winter 2013 Syllabus
ENGR190D Winter 2013 Syllabus
 
Story writing is an art estimation is science
Story writing is an art estimation is scienceStory writing is an art estimation is science
Story writing is an art estimation is science
 
Agile Development Brown Bag Lunches Slides
Agile Development Brown Bag Lunches SlidesAgile Development Brown Bag Lunches Slides
Agile Development Brown Bag Lunches Slides
 
Changes Between Different Versions Scrum Guides
Changes Between Different Versions Scrum GuidesChanges Between Different Versions Scrum Guides
Changes Between Different Versions Scrum Guides
 
A beginners guide to OKR
A beginners guide to OKRA beginners guide to OKR
A beginners guide to OKR
 
IT Process Improvement
IT Process Improvement IT Process Improvement
IT Process Improvement
 
Professional software engineers
Professional software engineersProfessional software engineers
Professional software engineers
 

Viewers also liked

OpenERP - Project Methodology
OpenERP - Project MethodologyOpenERP - Project Methodology
OpenERP - Project Methodology
Odoo
 
Overview of the QuickStart methodology: how to sell to small companies. Feedb...
Overview of the QuickStart methodology: how to sell to small companies. Feedb...Overview of the QuickStart methodology: how to sell to small companies. Feedb...
Overview of the QuickStart methodology: how to sell to small companies. Feedb...
Odoo
 
OpenERP Implementation Assistance - Customers
OpenERP Implementation Assistance  -  CustomersOpenERP Implementation Assistance  -  Customers
OpenERP Implementation Assistance - Customers
Odoo
 
Synersys Consulting Inc. profile
Synersys Consulting Inc. profileSynersys Consulting Inc. profile
Synersys Consulting Inc. profile
Jerremie Ursabia
 
OpenERP R&D
OpenERP R&DOpenERP R&D
OpenERP R&D
Odoo
 
OpenERP-Achievements2010 110422042131 Phpapp02
OpenERP-Achievements2010 110422042131 Phpapp02OpenERP-Achievements2010 110422042131 Phpapp02
OpenERP-Achievements2010 110422042131 Phpapp02
Raphael Buch
 
Open erp v7 contacts issue
Open erp v7 contacts issueOpen erp v7 contacts issue
Open erp v7 contacts issue
Raphaël Valyi
 
How to customize OpenERP for out of-the-box approaches-frederic. Frederic Gil...
How to customize OpenERP for out of-the-box approaches-frederic. Frederic Gil...How to customize OpenERP for out of-the-box approaches-frederic. Frederic Gil...
How to customize OpenERP for out of-the-box approaches-frederic. Frederic Gil...
Odoo
 
Executive proposal @ ram updated
Executive  proposal @ ram updatedExecutive  proposal @ ram updated
Executive proposal @ ram updated
OpenERP4You
 

Viewers also liked (20)

OpenERP - Project Methodology
OpenERP - Project MethodologyOpenERP - Project Methodology
OpenERP - Project Methodology
 
Elico Solutions' Odoo ERP Project Management Implementation Approach
Elico Solutions' Odoo ERP Project Management Implementation ApproachElico Solutions' Odoo ERP Project Management Implementation Approach
Elico Solutions' Odoo ERP Project Management Implementation Approach
 
Overview of the QuickStart methodology: how to sell to small companies. Feedb...
Overview of the QuickStart methodology: how to sell to small companies. Feedb...Overview of the QuickStart methodology: how to sell to small companies. Feedb...
Overview of the QuickStart methodology: how to sell to small companies. Feedb...
 
Case Study # Odoo Implementation @ Samuda Chemical Complex Ltd
Case Study # Odoo Implementation @ Samuda Chemical Complex LtdCase Study # Odoo Implementation @ Samuda Chemical Complex Ltd
Case Study # Odoo Implementation @ Samuda Chemical Complex Ltd
 
Odoo experience 2015 earned value management
Odoo experience 2015   earned value managementOdoo experience 2015   earned value management
Odoo experience 2015 earned value management
 
Strategies For Software Test Documentation
Strategies For Software Test Documentation Strategies For Software Test Documentation
Strategies For Software Test Documentation
 
OpenERP Implementation Assistance - Customers
OpenERP Implementation Assistance  -  CustomersOpenERP Implementation Assistance  -  Customers
OpenERP Implementation Assistance - Customers
 
Synersys Consulting Inc. profile
Synersys Consulting Inc. profileSynersys Consulting Inc. profile
Synersys Consulting Inc. profile
 
OpenERP R&D
OpenERP R&DOpenERP R&D
OpenERP R&D
 
OpenERP-Achievements2010 110422042131 Phpapp02
OpenERP-Achievements2010 110422042131 Phpapp02OpenERP-Achievements2010 110422042131 Phpapp02
OpenERP-Achievements2010 110422042131 Phpapp02
 
Devis gar dx
Devis  gar dxDevis  gar dx
Devis gar dx
 
Open erp v7 contacts issue
Open erp v7 contacts issueOpen erp v7 contacts issue
Open erp v7 contacts issue
 
How to customize OpenERP for out of-the-box approaches-frederic. Frederic Gil...
How to customize OpenERP for out of-the-box approaches-frederic. Frederic Gil...How to customize OpenERP for out of-the-box approaches-frederic. Frederic Gil...
How to customize OpenERP for out of-the-box approaches-frederic. Frederic Gil...
 
Open erp brochures
Open erp brochuresOpen erp brochures
Open erp brochures
 
OpenErp for carpet industry
OpenErp for carpet industryOpenErp for carpet industry
OpenErp for carpet industry
 
Executive proposal @ ram updated
Executive  proposal @ ram updatedExecutive  proposal @ ram updated
Executive proposal @ ram updated
 
CLOBS ERP - The Complete ERP from Cloud System W.L.L
CLOBS ERP - The Complete ERP from Cloud System W.L.LCLOBS ERP - The Complete ERP from Cloud System W.L.L
CLOBS ERP - The Complete ERP from Cloud System W.L.L
 
3.4 7 project_proposal_template
3.4 7 project_proposal_template3.4 7 project_proposal_template
3.4 7 project_proposal_template
 
ERP Solution | ERP solution development company in bangalore
ERP Solution | ERP solution development company in bangaloreERP Solution | ERP solution development company in bangalore
ERP Solution | ERP solution development company in bangalore
 
Group 7 - Ops and Info Presentation
Group 7 - Ops and Info PresentationGroup 7 - Ops and Info Presentation
Group 7 - Ops and Info Presentation
 

Similar to How to implementation open erp pdf

I attached another student post powerpoint.Response GuidelinesRe.docx
I attached another student post powerpoint.Response GuidelinesRe.docxI attached another student post powerpoint.Response GuidelinesRe.docx
I attached another student post powerpoint.Response GuidelinesRe.docx
maple8qvlisbey
 
Individual sections development_exercise__5
Individual sections development_exercise__5Individual sections development_exercise__5
Individual sections development_exercise__5
lazystudent
 
Individual sections development exercise #5
Individual sections development exercise #5Individual sections development exercise #5
Individual sections development exercise #5
tykl94
 
Add usability testing to your skill set!
Add usability testing to your skill set!Add usability testing to your skill set!
Add usability testing to your skill set!
dcmistry
 
05 LEADER GD Profsslism in Wrkplc 2014_10_09
05 LEADER GD Profsslism in Wrkplc 2014_10_0905 LEADER GD Profsslism in Wrkplc 2014_10_09
05 LEADER GD Profsslism in Wrkplc 2014_10_09
Vera Wallace
 

Similar to How to implementation open erp pdf (20)

lec9-ch7.ppt
lec9-ch7.pptlec9-ch7.ppt
lec9-ch7.ppt
 
Usability Testing is Easy! (redux)
Usability Testing is Easy! (redux)Usability Testing is Easy! (redux)
Usability Testing is Easy! (redux)
 
Chapter_04.ppt
Chapter_04.pptChapter_04.ppt
Chapter_04.ppt
 
5 Essential Tips For Improving Your Website Mockups & Prototypes!
5 Essential Tips For Improving Your Website Mockups & Prototypes!5 Essential Tips For Improving Your Website Mockups & Prototypes!
5 Essential Tips For Improving Your Website Mockups & Prototypes!
 
Life of a Tester v1
Life of a Tester v1Life of a Tester v1
Life of a Tester v1
 
Prototyping & Testing - Design Thinking Experience Day
Prototyping & Testing - Design Thinking Experience DayPrototyping & Testing - Design Thinking Experience Day
Prototyping & Testing - Design Thinking Experience Day
 
I attached another student post powerpoint.Response GuidelinesRe.docx
I attached another student post powerpoint.Response GuidelinesRe.docxI attached another student post powerpoint.Response GuidelinesRe.docx
I attached another student post powerpoint.Response GuidelinesRe.docx
 
How to run a pop-up lab : Innovation through rapid R&D (Emerce Retail, Holland)
How to run a pop-up lab: Innovation through rapid R&D (Emerce Retail, Holland)How to run a pop-up lab: Innovation through rapid R&D (Emerce Retail, Holland)
How to run a pop-up lab : Innovation through rapid R&D (Emerce Retail, Holland)
 
Software testing-in-gurgaon
Software testing-in-gurgaonSoftware testing-in-gurgaon
Software testing-in-gurgaon
 
The real c in cro is communication
The real c in cro is communicationThe real c in cro is communication
The real c in cro is communication
 
Lean Software Development Principles
Lean Software Development PrinciplesLean Software Development Principles
Lean Software Development Principles
 
Individual sections development_exercise__5
Individual sections development_exercise__5Individual sections development_exercise__5
Individual sections development_exercise__5
 
Individual sections development exercise #5
Individual sections development exercise #5Individual sections development exercise #5
Individual sections development exercise #5
 
Maintaining Large Scale Julia Ecosystems
Maintaining Large Scale Julia EcosystemsMaintaining Large Scale Julia Ecosystems
Maintaining Large Scale Julia Ecosystems
 
Add usability testing to your skill set!
Add usability testing to your skill set!Add usability testing to your skill set!
Add usability testing to your skill set!
 
Cloud foundry, Lessons Learned at The Home Depot
Cloud foundry, Lessons Learned at The Home Depot Cloud foundry, Lessons Learned at The Home Depot
Cloud foundry, Lessons Learned at The Home Depot
 
How to build your remote work plan PRODENSA
How to build your remote work plan PRODENSAHow to build your remote work plan PRODENSA
How to build your remote work plan PRODENSA
 
05 LEADER GD Profsslism in Wrkplc 2014_10_09
05 LEADER GD Profsslism in Wrkplc 2014_10_0905 LEADER GD Profsslism in Wrkplc 2014_10_09
05 LEADER GD Profsslism in Wrkplc 2014_10_09
 
Open Source Software Development Practices that Works
Open Source Software Development Practices that WorksOpen Source Software Development Practices that Works
Open Source Software Development Practices that Works
 
The ROPES of presentations - Technical Communication
The ROPES of presentations - Technical CommunicationThe ROPES of presentations - Technical Communication
The ROPES of presentations - Technical Communication
 

Recently uploaded

+971581248768>> SAFE AND ORIGINAL ABORTION PILLS FOR SALE IN DUBAI AND ABUDHA...
+971581248768>> SAFE AND ORIGINAL ABORTION PILLS FOR SALE IN DUBAI AND ABUDHA...+971581248768>> SAFE AND ORIGINAL ABORTION PILLS FOR SALE IN DUBAI AND ABUDHA...
+971581248768>> SAFE AND ORIGINAL ABORTION PILLS FOR SALE IN DUBAI AND ABUDHA...
?#DUbAI#??##{{(☎️+971_581248768%)**%*]'#abortion pills for sale in dubai@
 

Recently uploaded (20)

2024: Domino Containers - The Next Step. News from the Domino Container commu...
2024: Domino Containers - The Next Step. News from the Domino Container commu...2024: Domino Containers - The Next Step. News from the Domino Container commu...
2024: Domino Containers - The Next Step. News from the Domino Container commu...
 
Apidays Singapore 2024 - Modernizing Securities Finance by Madhu Subbu
Apidays Singapore 2024 - Modernizing Securities Finance by Madhu SubbuApidays Singapore 2024 - Modernizing Securities Finance by Madhu Subbu
Apidays Singapore 2024 - Modernizing Securities Finance by Madhu Subbu
 
Apidays New York 2024 - Scaling API-first by Ian Reasor and Radu Cotescu, Adobe
Apidays New York 2024 - Scaling API-first by Ian Reasor and Radu Cotescu, AdobeApidays New York 2024 - Scaling API-first by Ian Reasor and Radu Cotescu, Adobe
Apidays New York 2024 - Scaling API-first by Ian Reasor and Radu Cotescu, Adobe
 
Repurposing LNG terminals for Hydrogen Ammonia: Feasibility and Cost Saving
Repurposing LNG terminals for Hydrogen Ammonia: Feasibility and Cost SavingRepurposing LNG terminals for Hydrogen Ammonia: Feasibility and Cost Saving
Repurposing LNG terminals for Hydrogen Ammonia: Feasibility and Cost Saving
 
Strategies for Unlocking Knowledge Management in Microsoft 365 in the Copilot...
Strategies for Unlocking Knowledge Management in Microsoft 365 in the Copilot...Strategies for Unlocking Knowledge Management in Microsoft 365 in the Copilot...
Strategies for Unlocking Knowledge Management in Microsoft 365 in the Copilot...
 
"I see eyes in my soup": How Delivery Hero implemented the safety system for ...
"I see eyes in my soup": How Delivery Hero implemented the safety system for ..."I see eyes in my soup": How Delivery Hero implemented the safety system for ...
"I see eyes in my soup": How Delivery Hero implemented the safety system for ...
 
ICT role in 21st century education and its challenges
ICT role in 21st century education and its challengesICT role in 21st century education and its challenges
ICT role in 21st century education and its challenges
 
Connector Corner: Accelerate revenue generation using UiPath API-centric busi...
Connector Corner: Accelerate revenue generation using UiPath API-centric busi...Connector Corner: Accelerate revenue generation using UiPath API-centric busi...
Connector Corner: Accelerate revenue generation using UiPath API-centric busi...
 
presentation ICT roal in 21st century education
presentation ICT roal in 21st century educationpresentation ICT roal in 21st century education
presentation ICT roal in 21st century education
 
Mastering MySQL Database Architecture: Deep Dive into MySQL Shell and MySQL R...
Mastering MySQL Database Architecture: Deep Dive into MySQL Shell and MySQL R...Mastering MySQL Database Architecture: Deep Dive into MySQL Shell and MySQL R...
Mastering MySQL Database Architecture: Deep Dive into MySQL Shell and MySQL R...
 
Powerful Google developer tools for immediate impact! (2023-24 C)
Powerful Google developer tools for immediate impact! (2023-24 C)Powerful Google developer tools for immediate impact! (2023-24 C)
Powerful Google developer tools for immediate impact! (2023-24 C)
 
Axa Assurance Maroc - Insurer Innovation Award 2024
Axa Assurance Maroc - Insurer Innovation Award 2024Axa Assurance Maroc - Insurer Innovation Award 2024
Axa Assurance Maroc - Insurer Innovation Award 2024
 
Exploring the Future Potential of AI-Enabled Smartphone Processors
Exploring the Future Potential of AI-Enabled Smartphone ProcessorsExploring the Future Potential of AI-Enabled Smartphone Processors
Exploring the Future Potential of AI-Enabled Smartphone Processors
 
+971581248768>> SAFE AND ORIGINAL ABORTION PILLS FOR SALE IN DUBAI AND ABUDHA...
+971581248768>> SAFE AND ORIGINAL ABORTION PILLS FOR SALE IN DUBAI AND ABUDHA...+971581248768>> SAFE AND ORIGINAL ABORTION PILLS FOR SALE IN DUBAI AND ABUDHA...
+971581248768>> SAFE AND ORIGINAL ABORTION PILLS FOR SALE IN DUBAI AND ABUDHA...
 
Automating Google Workspace (GWS) & more with Apps Script
Automating Google Workspace (GWS) & more with Apps ScriptAutomating Google Workspace (GWS) & more with Apps Script
Automating Google Workspace (GWS) & more with Apps Script
 
AXA XL - Insurer Innovation Award Americas 2024
AXA XL - Insurer Innovation Award Americas 2024AXA XL - Insurer Innovation Award Americas 2024
AXA XL - Insurer Innovation Award Americas 2024
 
A Beginners Guide to Building a RAG App Using Open Source Milvus
A Beginners Guide to Building a RAG App Using Open Source MilvusA Beginners Guide to Building a RAG App Using Open Source Milvus
A Beginners Guide to Building a RAG App Using Open Source Milvus
 
Ransomware_Q4_2023. The report. [EN].pdf
Ransomware_Q4_2023. The report. [EN].pdfRansomware_Q4_2023. The report. [EN].pdf
Ransomware_Q4_2023. The report. [EN].pdf
 
TrustArc Webinar - Stay Ahead of US State Data Privacy Law Developments
TrustArc Webinar - Stay Ahead of US State Data Privacy Law DevelopmentsTrustArc Webinar - Stay Ahead of US State Data Privacy Law Developments
TrustArc Webinar - Stay Ahead of US State Data Privacy Law Developments
 
Boost Fertility New Invention Ups Success Rates.pdf
Boost Fertility New Invention Ups Success Rates.pdfBoost Fertility New Invention Ups Success Rates.pdf
Boost Fertility New Invention Ups Success Rates.pdf
 

How to implementation open erp pdf

  • 1. OpenERP Implementation 1 E.R.P IMPLEMENTATION IS LIKE “MARRING A VERY BEAUTIFUL GIRL YOU DON’T KNOW“ SATYAMITRA MAAN OPENERP BUSINESS ANALYST PINAKIN CONSULTING PVT. LTD. HERTFORDSHIRE, HP2 4AY U.K Sample footer March 9, 2012
  • 2. Agenda OpenERP Implementation 2  Introduction  Friendship  Breaking her up with other boyfriends/friends  Love  Marriage  How to live happily together after.  Questionnaire session Sample footer March 9, 2012
  • 3. Introduction -> Presales 3  Be professional  Be process oriented  You should Always have a schedule handy ( gantt. Chart. )  You should always keep your pricelist handy ( modular price and customization price)  You should always have list of features per module handy.  You should always have a pre-Defined proposal template Sample footer March 9, 2012
  • 4. Friendship -> Pre-analysis 4  Use Google docs and let the customer define what they do.  Always keep a ready template for “what I do” doc.  Use mind maps to understand the business process.  Always keep a ready template/script to import product master , partner master, product categories , partner categories ,chart of accounts ,journals , locations, work centers, routing, bill of materials , employees, users etc. How to implement openerp March 9, 2012
  • 5. Breakup her up -> Gap analysis 5  Prepare a gap analysis sheet between their existing business processes and terminologies with OpenERP processes and terminologies.  Try to change yourself and your software terminologies to achieve the best business process .  Explain them with benefits if you want them to change to OpenERP business processes and terminologies. Sample footer March 9, 2012
  • 6. Breakup her up -> Gap analysis 6  If they are using any other existing software please do prepare a list of existing business process and terminologies used by that software since customer is very used to it.  Again adept the best as much as you can.  Explain customer as how does the same processes work in OpenERP  Keep comparison handy and you have to be confident first and then Dedicate as much time you can to show (explanation does not work guys  ) the comparison. Sample footer March 9, 2012
  • 7. Love -> Implementation 7  Don’t let the initial intimacy low down continue the process and try to adopt the modular approach so that customer keep getting something new to be wow after some interval of time .  I would suggest not to give all love at one go implement module by module and try to come out with a new functionality every week so they can have time to appreciate . Sample footer March 9, 2012
  • 8. Marriage ->Go live 8  Once all module has been activated  Start defining users/ groups and access rights.  Package documentation and training by group of users.  Always give users a hardcopy of document so that they can refer once go live.  First 3 month would be the toughest since everybody will have tons of questions for you.  Try to keep some-one onsite functional expert resource for first 3 month. Sample footer March 9, 2012
  • 9. How to live happily there after 9  Buy insurance for family i.e OPW for OpenERP.  Transfer knowledge to Openerp so they can support from there.  Keep calling your Customer once a month  Always try to wish him on his important dates.  Get a refer from your customer and move on. Sample footer March 9, 2012