Tuesday, January 24, 2012

Organisze your OpenERP implementation

What is your prefer implementation methodology , what I mean is not just using an excel file tracking the implementation but to use a full software life cycle tool which capture the complete Customer requirements study to the testing to the documentation to the implementation . I have attached an image which depict the system that i am setting it up for implementation of OpenERP Malaysia - InstantERP . When it is completed , it will be able to specify - Customer Initial project objectives - Document a System Requirements study (SRS) a
nd produce implementation progress documents easily , - Capturing Use Case of OpenERP modules and potentially exploring of the feasibility of the new modules - Capturing the test and scenarios for each modules and each requirements which later to produce a proper sign off UAT (User Acceptance test) - a team review and discussion for Project issues and maintenance as well as enhancement tracking for EACH Task item. - all resource allocation (i.e. allocate developer to be responsible for the assigned modules or tasks ) - a project management - produce impact analysis should requirements deviate from the original SRS. (this will should that when customer specify a requirement changes , it will in turn effect a use case of the OpenERP module screen with additional fields , original workflow to be modified or related sub system or integrated customized modules to be modified. and yes have i missed the link to introduce this product Enterprise Architect !

I do believe to have a  successful implementation of OpenERP Malaysis( instantERP ) not only we need to have a good and experienced team but also to use a very good tool to manage the implementation , most SME aren't able to affort a failure as well as expensive proprietary management tools , as SME ourselves , E-Global SCM fully understand the cost concerns for all SME , therefore Tools that we select not only is cost effective but also most probably is one of the market leaders , just like how we spotted TinyERP , which is OpenERP at around 2002 .

The EA tool we have been using since version 3.5 , we have became as the reseller since 5 years ago and now EA has entered into Version 9.1 , when this article is writing , so now we are going to use our experiences to integrate EA with OpenERP (how to , when u consistently come back or you can follow us) , i promised i will share our knowledge gained in this blog this year and more article will be based on this implementation OpenERP Malaysia using EA .


  1. Good points but other than good and experienced team, project management tools, or even just basic excel tracking, I have these on my list:
    1. Focus (business owner - trying to juggle between daily operation, testing, training, and workers' anxiety to CHANGE while Consultant/Implementer - busy with getting more contracts or implementation)
    2. constant communication as for such a big project, both parties will definitely missed out the small details which could be key different
    3. Allocate enough time and commitment - there is a lot of testing, validation and fixing all the gaps.
    4. Finally, Patience and Preservation. At the end, it will be worthwhile.

    1. thanks for your input cuberman , any experience PM like yourself will always have excel to track the "priorities" ,"risk" or "change requests" , but we wish to have more, such as traceability and impact analysis, e.g. a requests to change in Delivery Screen may impact Sales Order , Product , customer and other modules where modification of the request will required to trigger the re-test of the rest of the related module , which i believe will allow us to control our own cost at the same time allow clients to fully aware that the impact of their new request's impact.

  2. This is a good initiative. I just bumped into this post and wonder what's the status on this EA development. I'm also familiar to EA and I've been meaning to develop some Addin or at least a MDG Technology to model OpenERP using EA. Let me know if you have anything so that I can work on top of it.
    By the way, any suggested tool that is open source and resembles EA? I have also been looking for a tool which is not closed source like EA, but if nothing comes close to EA I guess we'll just have to work with its SDK.


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