Leading the next generation of Business Apps. Pinckaers Founder

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1 Leading the next generation of Business Apps Fabien Fabien Pinckaers Pinckaers Founder Founder

2 Agenda 1 Status, Challenges & Ambition 2 Roadmap: new features v8 3 Roadmap: frontend 4 Transforming the ERP world 5 Conclusion

3 Mission Statement

4 Company: Milestones & History

5 Open the world; what a challenge... 1) Establish a growing company 2) Develop a disruptive product 3) Develop a strong open source business model 4) Become the leader in open souce ERPs 5) Be the world's most installed management soft 6) Be the world's most used management soft 7) Be the worldwide leader in management soft. already users!

6 Product: Integrated Business Apps

7 Product: A Disruptive Approach

8 Product: Best of the 2 worlds...

9 Product: Powerful yet super flexible

10 Offer: Fast Growth

11 Market: A Strong Position

12 Brand: A Wide Range of Customers undisclosed

13 At a glance

14 1 Status, Challenges & Ambition 2 Roadmap: new features v8 3 Roadmap: frontend 4 Transforming the ERP world 5 Conclusion

15 Version 8 Roadmap: Top Priorities Version 8: a focus on Accounting, WMS, Sales & Frontend; every litlle detail to reach perfection. Customization tools for out-of-the-box approaches.

16 Version 8 Roadmap Improvements Improvements at at aa Glance Glance Accounting CRM Contracts Projects Human Resources Purchases Warehouse Management Manufacturing Events Google Integration Survey CMS Ecommerce Communication Tools Framework: New API

17 Accounting

18 Accounting Version Version 8: 8: Designed Designed for for Accountants Accountants What do accountants need? Dashboard to check the business at a glance Faster reconciliation tools Bank interfaces (statements import and payments upload) Easier customization (of taxes, journals,...) Better out-of-the-box localisations

19 New Features Around 25 new features including: Dashboard with alerts & KPI Improved import statement tool (+OFX, QIF support) Improved reconciliation tool Redesign of taxes definition New reports like the cashflow statements Spreadsheets integration (budgets,...) Support for payment providers (like paypal)

20 Example 1: Your KPI at a Glance

21 Bank Statement Reconciliation Match statement lines with the corresponding account move lines (debit) Manage advanced reconciliation if needed Management Presentation

22 New Tax Definition form Simplify the creation of taxes Management Presentation

23 Paypal fees Set up Paypal fees for national and international transactions Let customers pay charges according to a set fee % and their country Management Presentation

24 CRM

25 CRM: new features Multiple sales team management Improved Kanban views Improved Lead Management Contacts deduplication tools Channel Management (Geo-Localisation) Spreadsheet Integration (commissions) Live Chat to talk to your website visitor

26 Sales Team Management

27 Live Chat With Customers

28 Boost Engagement With Gamification Leaderboards Team Targets Commissions Followup Personal Objectives Management Presentation

29 Spreadsheet Integration Design your custom dashboards with spreadsheet integration: Sales Commissions, Lead Management Dashboards, Consolidated KPIs, Sales Forecasts, Integrate sales tools with Google Docs: Lead qualification forms, Product sheets,...

30 Improved Contracts Management Improved Templates of Contracts Recurring Invoices Create tasks/projects based on template

31 Project Management

32 Users Love the Kanban View Customize kanban views to fit your process. Wording: trainings, board meetings, support tickets,... Customized kanban: tooltips, stages, empty views Security: share project with customers, publish projects

33 Little Big Details Quality Quality is is in in the the details details Management Presentation

34 Human Resources

35 Improved HR Management Employee's Improvements: Gamification Enterprise Social Network (Twitter Like) Chat Improvements for HR Manager: Improved messages and Need Actions Improved appraisals Improved recruitments: o Customized kanban view o Template of s

36 Social aspects Status: Done Management Presentation

37 Appraisals & Objectives Management Presentation

38 Give rewards and badges Management Presentation

39 Recruitment: improved kanban Management Presentation

40 Purchase Management

41 Improved Purchase Management Purchase Tender Call for bids Improved workflow Vendor selection and comparison Support for Lots Improved Purchase process Draft Purchase Order Requests for Quotation

42 Calls for bids 2 Management Presentation

43 Warehouse Management

44 OpenERP WMS Full Full Refactoring: Refactoring: lines lines of of code! code! Routes Pick Pack Ship Cross-Docking Drop Shipping Removal Strategies Put Away Strategies Pickings Wave Pickings Batch Pickings Costing Barcode on documents Web UI for packings Lots Management Palets, Boxes, Containers Full barcode support Full barcode support Multi-Company FIFO/LIFO Packing Operations Bins Management Push Rules Pull Rules Advanced Flows Quants, Reservation, Tracking Scalability: Manage millions of records

45 Misc

46 Misc 250+ others tasks to improve existing modules: Manufacturing, Disassemble Operations Improved Scheduler and routing Events Management, Survey, Document Management, Oauth Authentification, Google Drive Integration, Framework new API,...

47 Example: events Management Presentation

48 1 Status, Challenges & Ambition 2 Roadmap: new features v8 3 Roadmap: frontend 4 Transforming the ERP world 5 Conclusion

49 OpenERP = Frontend + Backend Demo Demo by by Antony Antony Lesuisse Lesuisse CTO CTO

50 Disrupting the CMS & ecommerce Market Design Beautiful Pages Super Easy Full Inline Edition No Menu/Banner/... Editor Ready out-of-the-box Enterprise Ready Events, Ecommerce, Contact forms (leads), Live chat, News, Customer Portal,... No static themes, cool snippets No bloated page editors Design clean layouts easily Powerful No synchronization required Full customer portal Support all OpenERP features (advanced taxes, pricelists, auth,...)

51 Want a CMS & ecommerce? OpenERP OpenERP is is looking looking for for beta beta customers customers We offer: Out-of-the-box OpenERP implementation Your CMS website Your ecommerce solution A custom design Hosted on our cloud We ask: Invest time in testing the CMS app Interested? FR: EN: Contact us if you want your CMS & ecommerce on OpenERP. Implementation timing: 2 to 3 months.

52 1 Status, Challenges & Ambition 2 Roadmap: new features v8 3 Roadmap: frontend 4 Transforming the ERP world 5 Conclusion

53 Market: Wide Open

54 Brand: 300+ Universities Teach OpenERP

55 Increase Timezone & Geographical Coverage

56 Offer: Top Maintenance Services Area of Investments: Apps Plateform Promote Third Party Apps Smoother upgrades First level support Customer Value: New free apps every month Smooth upgrades Smooth updates Long Term Maintenance Quality Support

57 1 Status, Challenges & Ambition 2 Roadmap: new features v8 3 Roadmap: frontend 4 Transforming the ERP world 5 Conclusion

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