diff --git a/getting_started/documentation.rst b/getting_started/documentation.rst index 6252e57a2..80e4fb2bc 100644 --- a/getting_started/documentation.rst +++ b/getting_started/documentation.rst @@ -1,3 +1,392 @@ -=============== +================================ +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 -=============== \ No newline at end of file +=============== + +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 `__. + +.. 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 `__ + +- Or send your questions to our online support by e-mail at + `help@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 `__ + +- 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 from: how to use or configure, bugfix requests, +payments or subscription issues. + +Send your support requests to: +`help@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 `__ 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 `__ + +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 \ No newline at end of file diff --git a/getting_started/media/getting_started01.png b/getting_started/media/getting_started01.png new file mode 100644 index 000000000..0633f8892 Binary files /dev/null and b/getting_started/media/getting_started01.png differ diff --git a/getting_started/media/getting_started02.png b/getting_started/media/getting_started02.png new file mode 100644 index 000000000..3aea9f7ba Binary files /dev/null and b/getting_started/media/getting_started02.png differ diff --git a/getting_started/media/getting_started03.png b/getting_started/media/getting_started03.png new file mode 100644 index 000000000..7389063a2 Binary files /dev/null and b/getting_started/media/getting_started03.png differ diff --git a/getting_started/media/getting_started04.png b/getting_started/media/getting_started04.png new file mode 100644 index 000000000..ee5793206 Binary files /dev/null and b/getting_started/media/getting_started04.png differ diff --git a/getting_started/media/getting_started05.png b/getting_started/media/getting_started05.png new file mode 100644 index 000000000..8c0e24aaa Binary files /dev/null and b/getting_started/media/getting_started05.png differ diff --git a/getting_started/media/getting_started06.png b/getting_started/media/getting_started06.png new file mode 100644 index 000000000..d76933ece Binary files /dev/null and b/getting_started/media/getting_started06.png differ diff --git a/getting_started/media/getting_started07.png b/getting_started/media/getting_started07.png new file mode 100644 index 000000000..956380a36 Binary files /dev/null and b/getting_started/media/getting_started07.png differ diff --git a/getting_started/media/getting_started08.png b/getting_started/media/getting_started08.png new file mode 100644 index 000000000..d854d62a4 Binary files /dev/null and b/getting_started/media/getting_started08.png differ diff --git a/getting_started/media/getting_started09.png b/getting_started/media/getting_started09.png new file mode 100644 index 000000000..d7a110dbf Binary files /dev/null and b/getting_started/media/getting_started09.png differ diff --git a/getting_started/media/getting_started10.png b/getting_started/media/getting_started10.png new file mode 100644 index 000000000..4a3ec7fa1 Binary files /dev/null and b/getting_started/media/getting_started10.png differ diff --git a/getting_started/media/getting_started11.png b/getting_started/media/getting_started11.png new file mode 100644 index 000000000..48c850194 Binary files /dev/null and b/getting_started/media/getting_started11.png differ diff --git a/getting_started/media/getting_started12.png b/getting_started/media/getting_started12.png new file mode 100644 index 000000000..b6f732201 Binary files /dev/null and b/getting_started/media/getting_started12.png differ diff --git a/getting_started/media/getting_started13.png b/getting_started/media/getting_started13.png new file mode 100644 index 000000000..446825c57 Binary files /dev/null and b/getting_started/media/getting_started13.png differ