ISO & Standards Management Systems with

OpenERP

Maxime ChambreuilDaniel Reis

July the 3rd, 2013

Speakers

● Maxime Chambreuil● OpenERP Practice Leader● Also in charge of Quality, Environment and

Security● @ Savoir-faire Linux

● ISO 9001 certified since 2009● ISO 14001 certified since 2011

Speakers

● Daniel Reis● IT Applications Manager● ISO 9001 certified Internal Auditor since 2004 ● @ Securitas Portugal

Agenda

● Introduction● OpenERP in Action● Measurement & Control● Benefits● Roadmap● Howto

Introduction

● 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● Provide applications to support activities of your management

system● Multi-system● Multi-standard● Multi-company

OpenERP in Action

OpenERP in Action

OpenERP in Action

OpenERP in Action

OpenERP in Action

OpenERP in Action

OpenERP in Action

Measurement

● Satisfaction survey

→ Make your own customer satisfaction survey

→ Expose it on your website● Key Performance Indicators

→ Run SQL queries on OpenERP or external databases

→ Run Python code

→ Dynamic thresholds

→ Keep history of KPI values with result

Control

● Audits

→ Schedule your audit calendar

→ Assign auditors

→ Prepare your verification list

→ Generate your audit report● 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

● One single solution integrated with OpenERP● Easy to relate with current documents, records, workflow and

permissions.● 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● Same interface, same userfriendliness, no additional training● Easier to maintain

→ One single application to upgrade

→ Fewer integration with third-parties● Lower TCO than competition

Partner benefits

● Can be proposed to any customer● Easy to install and deploy● Requires very few development● One extra phase to your deployment project with

data migration and functional training● Stronger relationship with your customer● Increase the functional scope● Additional revenues

Functional roadmap

● PCI-DSS● ISO 27001● Equipment management● Skills and Internal Training

Technical Roadmap

● For Manuals, Procedures, etc. ● document_page_approval

● Display latest approved revision● Provide a workflow to edit, review, approve and reject revision● Todo : Testing and feedbacks

● For KPI● web_color

● Provide a widget to display a color● Todo : Add a widget to select a color

● web_bullet● Todo : Add a widget to display a KPI

● web_speedometer● Todo : Add a speedometer graph

How to implement

● Contact me :● Maxime Chambreuil● contact@savoirfairelinux.com● +1 (514) 276-5468 #1

http://www.savoirfairelinux.com

How to contribute

http://launchpad.net/openerp-mgmtsystem/● Report bugs● Propose new features using blueprints● Translate● Join the team

Thank you very muchfor your attention

Any questions ?

http://us.pycon.org/2014/