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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

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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