Professional Documents
Culture Documents
Management
Systems with
OpenERP
Maxime Chambreuil
Daniel Reis
July the 3rd, 2013
Speakers
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Maxime Chambreuil
●
OpenERP Practice Leader
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Also in charge of Quality, Environment and Security
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@ Savoir-faire Linux
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ISO 9001 certified since 2009
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ISO 14001 certified since 2011
Speakers
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Daniel Reis
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IT Applications Manager
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ISO 9001 certified Internal Auditor since 2004
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@ Securitas Portugal
Agenda
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Introduction
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OpenERP in Action
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Measurement & Control
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Benefits
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Roadmap
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Howto
Introduction
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Project started in 2011 to centralize data
→ Procedures and Audits in Alfresco
→ Work instructions in MediaWiki
→ Actions in Request Tracker (RT)
→ Nonconformities in one home-made application
→ KPI in SpagoBI
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Provide applications to support activities of your management system
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Multi-system
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Multi-standard
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Multi-company
OpenERP in Action
OpenERP in Action
OpenERP in Action
OpenERP in Action
OpenERP in Action
OpenERP in Action
OpenERP in Action
Measurement
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Satisfaction survey
→ Make your own customer satisfaction survey
→ Expose it on your website
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Key Performance Indicators
→ Run SQL queries on OpenERP or external databases
→ Run Python code
→ Dynamic thresholds
→ Keep history of KPI values with result
Control
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Audits
→ Schedule your audit calendar
→ Assign auditors
→ Prepare your verification list
→ Generate your audit report
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Top management reviews
→ Schedule your review calendar
→ Collect your input data : satisfaction survey answers, KPI values, policies,
NC
→ Discuss any item and log your decision
→ Relate with NC or actions
→ Generate the review report
Customer benefits
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One single solution integrated with OpenERP
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Easy to relate with current documents, records, workflow and permissions.
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Productivity increase by having the management system data closer to the
operation data
→ No data to synchronize or push to a DW
→ Real-time KPI
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Same interface, same userfriendliness, no additional training
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Easier to maintain
→ One single application to upgrade
→ Fewer integration with third-parties
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Lower TCO than competition
Partner benefits
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Can be proposed to any customer
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Easy to install and deploy
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Requires very few development
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One extra phase to your deployment project with data
migration and functional training
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Stronger relationship with your customer
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Increase the functional scope
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Additional revenues
Functional roadmap
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PCI-DSS
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ISO 27001
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Equipment management
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Skills and Internal Training
Technical Roadmap
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For Manuals, Procedures, etc.
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document_page_approval
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Display latest approved revision
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Provide a workflow to edit, review, approve and reject revision
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Todo : Testing and feedbacks
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For KPI
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web_color
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Provide a widget to display a color
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Todo : Add a widget to select a color
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web_bullet
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Todo : Add a widget to display a KPI
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web_speedometer
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Todo : Add a speedometer graph
How to implement
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Contact me :
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Maxime Chambreuil
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contact@savoirfairelinux.com
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+1 (514) 276-5468 #1
http://www.savoirfairelinux.com
How to contribute
http://launchpad.net/openerp-mgmtsystem/
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Report bugs
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Propose new features using blueprints
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Translate
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Join the team
Thank you very much
for your attention
Any questions ?
http://us.pycon.org/2014/