[ADD] Getting Started with Odoo Online

https://docs.google.com/document/d/1849ZDcXdpLjbr5vEGnYEcEck_ICEXcB5d65ygs2Tvok/edit

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	getting_started/documentation.rst

getting_started/documentation.rst

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-===============
+================================
+Getting Started with Odoo Online
+================================
+
+This document summarizes **Odoo's Online 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 e-mail 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, send an e-mail to 
+`help@odoo.com <mailto:online@odoo.com>`__.
+
+.. 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. **Don't be afraid of messing up the data**,
+it's very easy to duplicate your database, clean it or start a new one.
+
+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 <https://www.odoo.com/documentation/user>`__
+
+-   Or send your questions to our online support by e-mail at
+    `help@odoo.com <mailto:online@odoo.com>`__.
+
+What do we expect from you?
+===========================
+
+We used to deploy full 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 and 4 calendar months.
+
+But what really **differentiates between a successful implementation and
+a slow one, is you, the customer!** From our experience, here is what
+leads to a successful project.
+
+Your internal implementation manager
+------------------------------------
+
+We will ask you for a single point of contact within your company work
+on the project with our project manager. To be efficient, this person
+must:
+
+-   **be available at least 2 full days a week** for the project,
+    otherwise you will slow down the implementation. More is better,
+    the fastest implementations have a full time project manager.
+
+-   **have authority to take decisions** on their own. Odoo usually
+    transforms all departments of companies for the better. In such a
+    project, you have a lot of decisions to take on small details. If
+    there is too much back and forth between several decision makers,
+    it could potentially seriously slow things down.
+
+-   **have the leadership** to train and enforce policies at most
+    departments. This person must have the support, or be part, of
+    the top management.
+
+Integrate 95% 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 in that direction.**
+
+Customizations cost you money, are more complex to maintain, add risks
+to the implementation and can cause issues with upgrades.
+
+Standard Odoo can probably cover 95% of your business. Be flexible on
+the remaining 5%, otherwise that 5% 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) works.
+
+-   **The project first, customizations second.** If you really want
+    customizations, phase them in at the end of the project, ideally
+    after going into production. Once a customer starts using Odoo,
+    they usually drop about 60% of their customization requests as
+    they learn to do it the out of the box Odoo way. It is more
+    important to have all your business processes working than
+    customizing a screen to add fields or automate a few e-mails.
+
+Our project managers are trained to help you make the right decision and
+measure the tradeoffs involved but it is much easier if you are aligned
+with them on the objectives.
+
+Invest time in learning Odoo
+----------------------------
+
+Start your free trial. Play with the system. The more comfortable you
+are with Odoo, the better your decisions will be and the training phase
+will be that much easier.
+
+Nothing replaces playing with the software, but here are some extra
+resources:
+
+-   Documentation:
+    `https://www.odoo.com/documentation/user <https://www.odoo.com/documentation/user>`__
+
+-   Introduction Videos:
+    `https://www.odoo.com/r/videos <https://www.odoo.com/r/videos>`__
+
+-   Customer Reviews:
+    `https://www.odoo.com/blog/customer-reviews-6 <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 <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 <https://www.odoo.com/page/odoo-online-sla>`__\
+
+-   Odoo Online Security:
+    `https://www.odoo.com/page/security <https://www.odoo.com/fr_FR/page/security>`__
+
+-   Privacy Policies:
+    `https://www.odoo.com/page/odoo-privacy-policy <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 from: how to use or configure, bugfix requests,
+payments or subscription issues.
+
+Send your support requests to:
+`help@odoo.com <mailto:online@odoo.com>`__.
+
+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 roll out. Simply
+email `help@odoo.com <mailto:help@odoo.com>`__ 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 list of
+services according to your success pack is detailed online:
+`https://www.odoo.com/pricing-packs <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 (road map), mapping of your
+    business needs and the Odoo features.
+
+-   **Customized Support:** by phone, e-mail 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 a **Custom App**, you benefit from following
+extra services:
+
+-   **Customization of screens**
+
+-   **Customization of reports (PDF):** our project managers have access
+    to developers for advanced customizations.
+
+-   **Website Design:** standard themes are provided to get started with
+    no extra cost. However, our project manager have access to
+    designers and developers if you need a customized design. Their
+    hours will consume hours of your success pack.
+
+-   **Workflow automations:** e.g. 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.
+
+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
+applications that you will fully use in production at the end of the
+phase.
+
+For every phase, the steps are the following:
+
+1.  **On Boarding:** 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:** are created manually or imported from your existing system.
+    You are responsible to export the data from your existing system
+    and Odoo's project manager will import them in Odoo.
+
+3.  **Training:** once the applications are set up and the data imported,
+    you have to train your users on the environment that is perfectly
+    working. There will be some back and forth with Odoo's project
+    manager to answer questions and process your feedback. (\*)
+
+4.  **Production**: Once everyone is trained, your users start using
+    Odoo.
+
+(\*) *Before the training, our project manager will have done the
+customizations that are required to go into production. If you can use
+the software without these customizations (even if it requires extra
+manual tasks), we will push these customizations after going into
+production (see phase below).*
+
+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 on 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!
+
+In that purpose, you can create as many free trials as you want
+(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
+
+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 your are in production, you will probably have less interaction
+with your project manager. At that time, we will assign you a member of
+our Client Success Team, that is specialized in the long-term
+relationship with our customers. He 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 a customer at least for 10 years, and offer
+them a solution the grows with their needs!
+
+Welcome aboard and enjoy your Odoo experience!
+
+.. image:: media/getting_started13.png
+    :align: center
+
+.. |left_pic| image:: media/getting_started03.png
+.. |right_pic| image:: media/getting_started04.png