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OpenERP for
IT Services companies
                  Smile


Community, Customers and Partners Summit,
             Brussels 2012
IT services companies market

●   Large market
●   All around the world
●   Thousands of companies
●   Different sizes (and different needs)
OpenERP natively fits with "small" IT
        Service companies
● CRM & Sale
  ○ services and software licences
● Purchase
  ○ materials and subcontracting missions
  ○ quid for assets ?
● Project & Billing
  ○ timesheet and project planning
  ○ billing from timesheets or project tasks
Our customer case

● A large IT Consulting multi-company
  ○ > 1000 consultants (=users)
  ○ 10 companies
  ○ A unique accounting and sales administration
    service
  ○ > 100M€ turnover in 2010
Specificities for a large company

● Ease of Use
  ○ No training possible for consultants => it must be
      intuitive! (demo)
● Performance
  ○ ~200 concurrent users => it must be fast!
● Business Processes Automatisation
  ○ Automatic billing from monthly cutoffs
  ○ Automatic calculation of turnover for next periods
  ○ Automatic generation for cross purchase/sale orders
      between the companies of the group
   => it must be automated!
Specificities for a large multi-company

● Billing in multi-company
  ○ A sales administrative must be able to validate any
       invoice of any subsidiary => we adapt fields.property
  ○    Billing "on behalf of" to promote a unique trademark
  ○    Automatic Intercompany Billing & Cash Transfers
● Accounting in multi-company
  ○ Automatic provisions for charges, etc.
● Analytic in multi-company
  ○ Multi-axis analytic accounting / forecasting / budgeting
       (> 30 axis)
   ○   Automatic complex distribution
Modules releases
●   Functional Addons (http://apps.openerp.com/?text_search=smile )
    ○   Smile Multi-company Billing / On behalf of

    ○   Smile Analytic Period / Forecasting

    ○   Smile Analytic / Budget Multi-Axis

    ○   Smile Workdays

    ○   Smile Action Trigger

    ○   Smile Import / Export

    ○   Smile SSO / Access Control

    ○   ...

●   Web Matrix Widget (https://github.com/Smile-SA/smile_matrix_widget )

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OpenERP - OpenERP for IT Service companies, Smile

  • 1. OpenERP for IT Services companies Smile Community, Customers and Partners Summit, Brussels 2012
  • 2. IT services companies market ● Large market ● All around the world ● Thousands of companies ● Different sizes (and different needs)
  • 3. OpenERP natively fits with "small" IT Service companies ● CRM & Sale ○ services and software licences ● Purchase ○ materials and subcontracting missions ○ quid for assets ? ● Project & Billing ○ timesheet and project planning ○ billing from timesheets or project tasks
  • 4. Our customer case ● A large IT Consulting multi-company ○ > 1000 consultants (=users) ○ 10 companies ○ A unique accounting and sales administration service ○ > 100M€ turnover in 2010
  • 5. Specificities for a large company ● Ease of Use ○ No training possible for consultants => it must be intuitive! (demo) ● Performance ○ ~200 concurrent users => it must be fast! ● Business Processes Automatisation ○ Automatic billing from monthly cutoffs ○ Automatic calculation of turnover for next periods ○ Automatic generation for cross purchase/sale orders between the companies of the group => it must be automated!
  • 6. Specificities for a large multi-company ● Billing in multi-company ○ A sales administrative must be able to validate any invoice of any subsidiary => we adapt fields.property ○ Billing "on behalf of" to promote a unique trademark ○ Automatic Intercompany Billing & Cash Transfers ● Accounting in multi-company ○ Automatic provisions for charges, etc. ● Analytic in multi-company ○ Multi-axis analytic accounting / forecasting / budgeting (> 30 axis) ○ Automatic complex distribution
  • 7. Modules releases ● Functional Addons (http://apps.openerp.com/?text_search=smile ) ○ Smile Multi-company Billing / On behalf of ○ Smile Analytic Period / Forecasting ○ Smile Analytic / Budget Multi-Axis ○ Smile Workdays ○ Smile Action Trigger ○ Smile Import / Export ○ Smile SSO / Access Control ○ ... ● Web Matrix Widget (https://github.com/Smile-SA/smile_matrix_widget )