From 0a8108c5950e6666687d103a7dbda8f66d7029f6 Mon Sep 17 00:00:00 2001 From: Julien B <37931357+jubodoo@users.noreply.github.com> Date: Tue, 22 Jan 2019 15:47:10 +0100 Subject: [PATCH] [FIX] folder not needed --- .../Nouveau dossier/documentation.rst | 430 ------------------ 1 file changed, 430 deletions(-) delete mode 100644 getting_started/Nouveau dossier/documentation.rst diff --git a/getting_started/Nouveau dossier/documentation.rst b/getting_started/Nouveau dossier/documentation.rst deleted file mode 100644 index bab6af9d3..000000000 --- a/getting_started/Nouveau dossier/documentation.rst +++ /dev/null @@ -1,430 +0,0 @@ -:banner: banners/getting_started.jpg - -========================== -Odoo Online Implementation -========================== - -This document summarizes **Odoo Online's services**, our Success Pack -**implementation methodology**, and best practices to get started -with our product. - -*We recommend that new Odoo Online customers read this document before -the kick-off call with our project manager. This way, we save time and -don't have to use your hours from the success pack discussing the -basics.* - -*If you have not read this document, our project manager will review -this with you at the time of the kick-off call.* - -Getting Started -=============== - -Do not wait for the kick-off meeting to begin playing with the software. -The more exposure you have with Odoo, the more time you will save later -during the implementation. - -Once you purchase an Odoo Online subscription, you will receive -instructions by email on how to activate or create your database. From -this email, you can activate your existing Odoo database or create a new -one from scratch. - -If you did not receive this email, e.g. because the payment was made by -someone else in your company, contact our support team using our -`online support form `__. - -.. image:: media/getting_started02.png - :align: center - -Fill in the sign-in or sign-up screens and you will get your first Odoo -database ready to be used. - -In order to familiarize yourself with the user interface, take a few -minutes to create records: *products, customers, opportunities* or -*projects/tasks*. Follow the blinking dots, they give you tips about -the user interface as shown in the picture below. - -+----------------+----------------+ -| |left_pic| | |right_pic| | -+----------------+----------------+ - -Once you get used to the user interface, have a look at the -implementation planners. These are accessible from the Settings app, or -from the top progress bar on the right hand side of the main -applications. - -.. image:: media/getting_started05.png - :align: center - -These implementation planners will: - -- help you define your goals and KPIs for each application, - -- guide you through the different configuration steps, - -- and provide you with tips and tricks to getting the most out of Odoo. - -Fill in the first steps of the implementation planner (goals, -expectations and KPIs). Our project manager will review them with you -during the implementation process. - -.. image:: media/getting_started06.png - :align: center - -If you have questions or need support, our project manager will guide -you through all the steps. But you can also: - -- Read the documentation on our website: - `https://www.odoo.com/documentation/user `__ - -- Watch the videos on our eLearning platform (free with your first Success Pack): - `https://odoo.thinkific.com/courses/odoo-functional `__ - -- Watch the webinars on our - `Youtube channel `__ - -- Or send your questions to our online support team through our - `online support form `__. - -What do we expect from you? -=========================== - -We are used to deploying fully featured projects within 25 to 250 hours of -services, which is much faster than any other ERP vendor on the market. -Most projects are completed between 1 to 9 calendar months. - -But what really **differentiates between a successful implementation and -a slow one, is you, the customer!** From our experience, when our customer -is engaged and proactive the implementation is smooth. - -Your internal implementation manager ------------------------------------- - -We ask that you maintain a single point of contact within your company to -work with our project manager on your Odoo implementation. This is to ensure -efficiency and a single knowledge base in your company. -Additionally, this person must: - -- **Be available at least 2 full days a week** for the project, - otherwise you risk slowing down your implementation. More is better with - the fastest implementations having a full time project manager. - -- **Have authority to take decisions** on their own. Odoo usually - transforms all departments within a company for the better. There - can be many small details that need quick turnarounds for answers and - if there is too much back and forth between several internal decision - makers within your company it could potentially seriously slow everything down. - -- **Have the leadership** to train and enforce policies internally with full support - from all departments and top management, or be part of top management. - -Integrate 90% of your business, not 100% ----------------------------------------- - -You probably chose Odoo because no other software allows for such a high -level of automation, feature coverage, and integration. But **don't be an -extremist.** - -Customizations cost you time, money, are more complex to maintain, add risks -to the implementation, and can cause issues with upgrades. - -Standard Odoo can probably cover 90% of your business processes and requirements. -Be flexible on the remaining 10%, otherwise that 10% will cost you twice the original -project price. One always underestimates the hidden costs of customization. - -- **Do it the Odoo way, not yours.** Be flexible, use Odoo the way it - was designed. Learn how it works and don't try to replicate the - way your old system(s) work. - -- **The project first, customizations second.** If you really want to - customize Odoo, phase it towards the end of the project, ideally - after having been in production for several months. Once a customer - starts using Odoo, they usually drop about 60% of their customization - requests as they learn to perform their workflows out of the box, or - the Odoo way. It is more important to have all your business processes - working than customizing a screen to add a few fields here and there - or automating a few emails. - -Our project managers are trained to help you make the right decisions and -measure the tradeoffs involved but it is much easier if you are aligned -with them on the objectives. Some processes may take more time than your -previous system(s), however you need to weigh that increase in time with -other decreases in time for other processes. If the net time spent is -decreased with your move to Odoo than you are already ahead. - -Invest time in learning Odoo ----------------------------- - -Start your free trial and play with the system. The more comfortable you -are navigating Odoo, the better your decisions will be and the quicker -and easier your training phases will be. - -Nothing replaces playing with the software, but here are some extra -resources: - -- Documentation: - `https://www.odoo.com/documentation/user `__ - -- Introduction Videos: - `https://www.odoo.com/r/videos `__ - -- Customer Reviews: - `https://www.odoo.com/blog/customer-reviews-6 `__ - -Get things done ---------------- - -Want an easy way to start using Odoo? Install Odoo Notes to manage your -to-do list for the implementation: -`https://www.odoo.com/page/notes `__. -From your Odoo home, go to Apps and install the Notes application. - -.. image:: media/getting_started07.png - :align: center - -This module allows you to: - -- Manage to-do lists for better interactions with your consultant; - -- Share Odoo knowledge & good practices with your employees; - -- Get acquainted with all the generic tools of Odoo: Messaging, - Discussion Groups, Kanban Dashboard, etc. - -.. image:: media/getting_started08.png - :align: center - -.. tip:: - This application is even compatible with the Etherpad platform - (http://etherpad.org). To use these collaborative pads rather than - standard Odoo Notes, install the following add-on: Memos Pad. - -What should you expect from us? -=============================== - -Subscription Services ---------------------- - -Cloud Hosting -~~~~~~~~~~~~~ - -Odoo provides a top notch cloud infrastructure including backups in -three different data centers, database replication, the ability to -duplicate your instance in 10 minutes, and more! - -- Odoo Online SLA: - `https://www.odoo.com/page/odoo-online-sla `__\ - -- Odoo Online Security: - `https://www.odoo.com/page/security `__ - -- Privacy Policies: - `https://www.odoo.com/page/odoo-privacy-policy `__ - -Support -~~~~~~~ - -Your Odoo Online subscription includes an **unlimited support service at -no extra cost, 24/5, Monday to Friday**. To cover 24 hours, our teams -are in San Francisco, Belgium, and India. Questions could be about -anything and everything, like specific questions on current Odoo features and where to configure them, bugfix requests, -payments, or subscription issues. - -Our support team can be contacted through our -`online support form `__. - -Note: The support team cannot develop new features, customize, import -data or train your users. These services are provided by your dedicated -project manager, as part of the Success Pack. - -Upgrades -~~~~~~~~ - -Once every two months, Odoo releases a new version. You will get an -upgrade button within the **Manage Your Databases** screen. Upgrading your -database is at your own discretion, but allows you to benefit from new -features. - -We provide the option to upgrade in a test environment so that you can -evaluate a new version or train your team before the rollout. Simply -fill our `online support form `__ to make this request. - -Success Pack Services ---------------------- - -The Success Pack is a package of premium hour-based services performed by -a dedicated project manager and business analyst. The initial allotted hours -you purchased are purely an estimate and we do not guarantee completion of -your project within the first pack. We always strive to complete projects -within the initial allotment however any number of factors can contribute -to us not being able to do so; for example, a scope expansion (or "Scope Creep") -in the middle of your implementation, new detail discoveries, or an increase -in complexity that was not apparent from the beginning. - -The list of services according to your Success Pack is detailed online: -`https://www.odoo.com/pricing-packs `__ - -The goal of the project manager is to help you get to production within -the defined time frame and budget, i.e. the initial number of hours -defined in your Success Pack. - -His/her role includes: - -- **Project Management:** Review of your objectives & expectations, - phasing of the implementation (roadmap), mapping your - business needs to Odoo features. - -- **Customized Support:** By phone, email or webinar. - -- **Training, Coaching, and Onsite Consulting:** Remote trainings via - screen sharing or training on premises. For on-premise training - sessions, you will be expected to pay extra for travel expenses - and accommodations for your consultant. - -- **Configuration:** Decisions about how to implement specific needs in - Odoo and advanced configuration (e.g. logistic routes, advanced - pricing structures, etc.) - -- **Data Import**: We can do it or assist you on how to do it with a - template prepared by the project manager. - -If you have subscribed to **Studio**, you benefit from the following -extra services: - -- **Customization of screens:** Studio takes the Drag and Drop approach to - customize most screens in any way you see fit. - -- **Customization of reports (PDF):** Studio will not allow you - to customize the reports yourself, however our project managers have - access to developers for advanced customizations. - -- **Website design:** Standard themes are provided to get started at - no extra cost. However, our project manager can coach you on how to utilize - the building blocks of the website designer. The time spent will consume - hours of your Success Pack. - -- **Workflow automations:** Some examples include setting values in fields based on - triggers, sending reminders by emails, automating actions, etc. - For very advanced automations, our project managers have access - to Odoo developers. - -If any customization is needed, Odoo Studio App will be required. Customizations -made through Odoo Studio App will be maintained and upgraded at each Odoo upgrade, -at no extra cost. - -All time spent to perform these customizations by our Business Analysts will be -deducted from your Success Pack. - -In case of customizations that cannot be done via Studio and would require a -developer’s intervention, this will require Odoo.sh, please speak to your -Account Manager for more information. Additionally, any work performed by a -developer will add a recurring maintenance fee to your subscription to cover -maintenance and upgrade services. This cost will be based on hours spent by -the developer: 4€ or $5/month, per hour of development will be added to the -subscription fee. - -**Example:** A customization that took 2 hours of development will cost: -2 hours deducted from the Success Pack for the customization development -2 * $5 = $10/month as a recurring fee for the maintenance of this customization - -Implementation Methodology -========================== - -We follow a **lean and hands-on methodology** that is used to put -customers in production in a short period of time and at a low cost. - -After the kick-off meeting, we define a phasing plan to deploy Odoo -progressively, by groups of apps. - -.. image:: media/getting_started09.png - :align: center - -The goal of the **Kick-off call** is for our project manager to come -to an understanding of your business in order to propose an -implementation plan (phasing). Each phase is the deployment of a set of -applications that you will fully use in production at the end of the -phase. - -For every phase, the steps are the following: - -1. **Onboarding:** Odoo's project manager will review Odoo's business - flows with you, according to your business. The goal is to train - you, validate the business process and configure according to - your specific needs. - -2. **Data:** Created manually or imported from your existing system. - You are responsible for exporting the data from your existing system - and Odoo's project manager will import them in Odoo. - -3. **Training:** Once your applications are set up, your data imported, and - the system is working smoothly, you will train your users. There will - be some back and forth with your Odoo project manager to answer questions - and process your feedback. - -4. **Production**: Once everyone is trained, your users start using - Odoo. - -Once you are comfortable using Odoo, we will fine-tune the process and -**automate** some tasks and do the remaining customizations (**extra -screens and reports**). - -Once all applications are deployed and users are comfortable with Odoo, -our project manager will not work on your project anymore (unless you -have new needs) and you will use the support service if you have further -questions. - -Managing your databases -======================= - -To access your databases, go to Odoo.com, sign in and click **My -Databases** in the drop-down menu at the top right corner. - -.. image:: media/getting_started10.png - :align: center - -Odoo gives you the opportunity to test the system before going live or -before upgrading to a newer version. Do not mess up your working -environment with test data! - -For those purposes, you can create as many free trials as you want -(each available for 15 days). Those instances can be instant copies of your -working environment. To do so, go to the Odoo.com account in **My -Organizations** page and click **Duplicate**. - -.. image:: media/getting_started11.png - :align: center - -.. image:: media/getting_started12.png - :align: center - -You can find more information on how to manage your databases -:ref:`here `. - -Customer Success -================ - -Odoo is passionate about delighting our customers and ensuring that -they have all the resources needed to complete their project. - -During the implementation phase, your point of contact is the project -manager and eventually the support team. - -Once you are in production, you will probably have less interaction -with your project manager. At that time, we will assign a member of -our Client Success Team to you. They are specialized in the long-term -relationship with our customers. They will contact you to showcase new -versions, improve the way you work with Odoo, assess your new needs, -etc... - -Our internal goal is to keep customers for at least 10 years and offer -them a solution that grows with their needs! - -Welcome aboard and enjoy your Odoo experience! - -.. seealso:: - * :doc:`../../db_management/documentation` - -.. image:: media/getting_started13.png - :align: center - -.. |left_pic| image:: media/getting_started03.png -.. |right_pic| image:: media/getting_started04.png