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OpenERP - Sharing OpenERP content & New social features

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1 10 April 2012 OpenERP Community, Customers and Partners summit Sharing OpenERP content & New social features Thibault Delavallée
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Page 1: OpenERP - Sharing OpenERP content & New social features

110 April 2012OpenERP Community, Customers and Partners summit

Sharing OpenERP content &New social features

Thibault Delavallée

Page 2: OpenERP - Sharing OpenERP content & New social features

10 April 2012OpenERP Community, Customers and Partners summit

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Introduction

● Being Social … what is it ?

Page 3: OpenERP - Sharing OpenERP content & New social features

10 April 2012OpenERP Community, Customers and Partners summit

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Introduction

● Being Social … what is it ?

– more Facebook posts than

emails sent

– companies using Twitter average

2 times more leads

– networking through social medias

more and more crucial

→ not only Buzz !

Page 4: OpenERP - Sharing OpenERP content & New social features

10 April 2012OpenERP Community, Customers and Partners summit

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Introduction

● Being Social … what is it ?

– more Facebook posts than

emails sent

– companies using Twitter average

2 times more leads

– networking through social medias

more and more crucial

→ not only Buzz !

● People have incorporated social media in their lifes

● What about companies ?

Page 5: OpenERP - Sharing OpenERP content & New social features

10 April 2012OpenERP Community, Customers and Partners summit

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Introduction

● Daily life in a company ...

– invoices to send, receive, (re)encode, phonecalls, emails, …

→ inefficient !

– still struggling with stone age !

● This process should be improved …

● We believe OpenERP can do it !

– open system

– strong foundations

– keep simple…

Page 6: OpenERP - Sharing OpenERP content & New social features

10 April 2012OpenERP Community, Customers and Partners summit

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Introduction

● Context of social in companies: not talking about photos

– invoices

– meetings

– … daily business !

● Centralized system ?

– critical mass effect

– think of Facebook with 100 people using it !

– EDI alone can't do it …

● → centralized system impossible

Page 7: OpenERP - Sharing OpenERP content & New social features

10 April 2012OpenERP Community, Customers and Partners summit

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Introduction

● No centralized system

● Social decentralized system ?

→ mail gateway: a bridge between those two worlds

● Ex: sales manager

– today: schedule 2 meetings, send an invoice to client, forward to other clients or interested people → takes 3 hours, inefficient !

– tomorrow: efficient !

Page 8: OpenERP - Sharing OpenERP content & New social features

10 April 2012OpenERP Community, Customers and Partners summit

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Outline

● Introduction

● Social features: OpenChatter, Wall, Linkedin plugin

● Share and invite

● EDI

● Going viral ?

● Mobile display

● Conclusion

Page 9: OpenERP - Sharing OpenERP content & New social features

10 April 2012OpenERP Community, Customers and Partners summit

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Outline

● Introduction

● Social features: OpenChatter, Wall, Linkedin plugin

● Share and invite

● EDI

● Going viral ?

● Mobile display

● Conclusion

Page 10: OpenERP - Sharing OpenERP content & New social features

10 April 2012OpenERP Community, Customers and Partners summit

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OpenChatter social feature

● Messaging system on a record

– system messages: state update, stage change, record logs, ...

– user messages: comment, discussions, ...

– emails

→ discussion centralization !

● Invite mechanism

– push to users using @login

– invite people using the share module

→ people centralization, easy viral invite mechanism !

Page 11: OpenERP - Sharing OpenERP content & New social features

10 April 2012OpenERP Community, Customers and Partners summit

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OpenChatter social feature

● Purchase manager

● Today

– purchase order sent to 1 partner

– must send manually to other recipients (suppliers, manager)

– communication history incomplete (emails, messaging, ...)

● With OpenChatter

– sale order sent to all followers

– invite interested people to keep them updated

– communication centralization

Page 12: OpenERP - Sharing OpenERP content & New social features

10 April 2012OpenERP Community, Customers and Partners summit

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OpenChatter social feature: advantages

● Server simplification (res.log, requests)

● Communication history cleaning

– discussion threads

– system notification: state update, stage changes, …

– sent and received emails

● Choose the documents to follow

● Relieve a daily burden of communication !

Page 13: OpenERP - Sharing OpenERP content & New social features

10 April 2012OpenERP Community, Customers and Partners summit

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OpenChatter social feature: use it !

● inherit from mail.thread mixin class

● use Thread widget

● send notifications on main steps of your workflow

– message_append_note

– be coherent when adding messages

● override default behavior

– message_get_followers

– message_load

Page 14: OpenERP - Sharing OpenERP content & New social features

10 April 2012OpenERP Community, Customers and Partners summit

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OpenChatter social features: Wall

● Make OpenERP proactive !

– Main feeds page

– Receive update of the documents you follow

– Start a discussion with @login

– Hide/delete discussions

● ex: leave request

Page 15: OpenERP - Sharing OpenERP content & New social features

10 April 2012OpenERP Community, Customers and Partners summit

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Linkedin plugin (WIP)

● Contact screen, now ...

Page 16: OpenERP - Sharing OpenERP content & New social features

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Linkedin plugin (WIP)

● Purpose of plugin: use information available on Linkedin

Page 17: OpenERP - Sharing OpenERP content & New social features

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Linkedin plugin (WIP)

● Partner screen, with the new design and Linked plugin

Page 18: OpenERP - Sharing OpenERP content & New social features

10 April 2012OpenERP Community, Customers and Partners summit

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Linkedin plugin (WIP)

● New Linkedin plugin

– fetch data from Linkedin

– update partner view

● Key points

– no more manual data entering

– automatic data synchronization

– clean and uniform look & feel through the application

Page 19: OpenERP - Sharing OpenERP content & New social features

10 April 2012OpenERP Community, Customers and Partners summit

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Outline

● Introduction

● Social features: OpenChatter, Wall, Linkedin plugin

● Share and invite

● EDI

● Going viral ?

● Mobile display

● Conclusion

Page 20: OpenERP - Sharing OpenERP content & New social features

10 April 2012OpenERP Community, Customers and Partners summit

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Share and invite

● Sharing information is a daily requirement

– give access to task to clients

– tickets management

– product list

– …

● Use share to

– embed OpenERP inside your website

– share documents with external people

– invite people with OpenChatter

● Portal

Page 21: OpenERP - Sharing OpenERP content & New social features

10 April 2012OpenERP Community, Customers and Partners summit

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Outline

● Introduction

● Social features: OpenChatter, Wall, Linkedin plugin

● Share and invite

● EDI

● Going viral ?

● Mobile display

● Conclusion

Page 22: OpenERP - Sharing OpenERP content & New social features

10 April 2012OpenERP Community, Customers and Partners summit

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EDI

● Easy way to exchange documents

Page 23: OpenERP - Sharing OpenERP content & New social features

10 April 2012OpenERP Community, Customers and Partners summit

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EDI

● Easy way to exchange documents

● Send invoices directly to clients

→ each invoice cost averages 24€

→ EDI can be really interesting !

● Electronic payment (Paypal account)

Page 24: OpenERP - Sharing OpenERP content & New social features

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EDI

● Base: document serialization in JSON

● New standard, simple and lightweight

– record values

– some metadata (__model, __module, __id)

– nested dictionaries for relationships

Page 25: OpenERP - Sharing OpenERP content & New social features

10 April 2012OpenERP Community, Customers and Partners summit

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Using EDI in your addon

● Inherit from the EDIMixin class

● Define primitives to build the import / export of your EDI

● Define specific behavior by overriding edi_export and edi_import

– ex: sale order → purchase order

Page 26: OpenERP - Sharing OpenERP content & New social features

10 April 2012OpenERP Community, Customers and Partners summit

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Outline

● Introduction

● Social features: OpenChatter, Wall, Linkedin plugin

● Share and invite

● EDI

● Going viral ?

● Mobile display

● Conclusion

Page 27: OpenERP - Sharing OpenERP content & New social features

10 April 2012OpenERP Community, Customers and Partners summit

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OpenERP goes viral

● Going viral: not without being social

– EDI needs a good share and invite mechanism

– share mechanism requires a centralized system

– OpenERP makes centralization with the mail gateway and OpenChatter

● If client send 100 invoices → 100 new emails → 100 prospects

● Real interest for integrators and partners

● Bring clients and users

Page 28: OpenERP - Sharing OpenERP content & New social features

10 April 2012OpenERP Community, Customers and Partners summit

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Outline

● Introduction

● Social features: OpenChatter, Wall, Linkedin plugin

● Share and invite

● EDI

● Going viral ?

● Mobile display

● Conclusion

Page 29: OpenERP - Sharing OpenERP content & New social features

10 April 2012OpenERP Community, Customers and Partners summit

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Mobile

● Increasing use of mobiles devices

● OpenERP mobile design

● Currently: complete read access

● Future: provide a write access

Page 30: OpenERP - Sharing OpenERP content & New social features

10 April 2012OpenERP Community, Customers and Partners summit

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Outline

● Introduction

● Social features: OpenChatter, Wall, Linkedin plugin

● Share and invite

● EDI

● Going viral ?

● Mobile display

● Conclusion

Page 31: OpenERP - Sharing OpenERP content & New social features

10 April 2012OpenERP Community, Customers and Partners summit

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Conclusion

● Currently, companies are still at stone age when speaking about social

● Social generally implies centralized systems

→ mail gateway: a bridge to a centralized system !

● Develop a social ecosystem in OpenERP

– OpenChatter, Wall, Linkedin plugin

– Share documents

– Invite users

– Export, import and be viral through EDI !


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