Enterprise Resource Planning/Open Source
Introduction[edit | edit source]
- This is intended to be a framework of a 10 module Executive Diploma in Open Source ERP.
- It hopes to make graduates who followed this course to be capable in managing an implementation of an Open Source ERP application.
- They would also be able to calculate the case of an OSS option versus a proprietary one with regard to risks and resources preparedness to ensure a successful outcome.
- They would also be able to analyse basic requirements of typical target users and figure out the necessary modifications to fit those requirements.
- They would either be able to implement the whole project on their own or work with a bigger team satisfactorily.
- At the end of the course, they can participate with community members, vendors or practitioners as apprentices to gain valuable practical exposure and experience.
- There can be a certification process by the author(s) to denote those who meet the passing mark.
ERP Goes Open Source[edit | edit source]
- Open Source has gone up the food chain. It is no longer about Linux and Apache. It has entered the realm of business software.
- When Compiere ERP/CRM made its debut in 2001, it brings to the territory its first serious player challenging even the likes of SAP and Navision.
- Since then many play the path and in many integrative units such as Dolibarr ERP/CRM, SugarCRM, Pentaho and Eclipse BIRT.
New Disruptive Landscape[edit | edit source]
- There is a need to comprehend this new disruptive playing field in business applications and its impact to vendors and users
- A new landscape brings new definitions and names to the market. Much confusion is caused by names-dropping and repackaging of old theories and models. An example is the previously failed ASP (Application Service Provider) been repackaged as SaaS (Software as a Service).
The Need To Understand[edit | edit source]
- Many early attempts to implement Open Source in the business area have met with their golden share of failures. What are its true causes and remedies?
- Is the chaos clearing itself and the dust settling? What do we watch out for? What to believe or not to believe?
- Who are the pioneers and what can they tell us?
What is ERP?[edit | edit source]
You most likely know what Open Source is, but what is ERP and what does it mean to have Open Source ERP?
ERP and ES[edit | edit source]
- ERP stands for Enterprise Resource Planning
- Concerns the operations of any accounts-based organization
- Face challenges in managing and analysing the flow of information involved
- Organization interfaces with the supply chain of suppliers and consumers, both internal and external
- Requires modern tools such as computers and software to allow efficiency of operations
- ES stands for Enterprise Software that handles ERP
- Often refered to as ERP Software
- Interchangeable with the term ERP
- Has come to mean Business Application Software that covers Business Intelligence (BI) and CRM
Where ERP comes from and goes to?[edit | edit source]
- Formerly started as Manufacturing MRP
- Recently move up the value chain to ERP
- Now even cover the areas of CRM (Customer Relationship Management) and BI (Business Intelligence)
- It may be an even more drastic Where is it going to? with ERP On Demand. Think Google-ERP.
Why is ERP Important?[edit | edit source]
- Accounting is the fundamental basis of all business activity
- ERP has accounting in the backend and Supply Chain in the fore
- Supply chaining means non redundancy and automation to the whole process
Free ERP Software[edit | edit source]
- Open Source has now moved higher the value chain to encompass business enterprise applications
- Focus on business solutions and independent of other Open Source utilities such as Linux, Apache and MySQL
- Highly complex to implement as ERP in itself is complex
- Shall compete with proprietary ERP Software such as SAP, MS Navision, Oracle Financials and JD Edwards
Examples of Open Source ERP[edit | edit source]
- Compiere ERP/CRM 
- OpenERP 
- OpenBravo ERP 
- ADempiere Bazaar 
- Dolibarr ERP/CRM 
- Erp5 
- Pentaho (BI) 
- SugarCRM (CRM) 
- Tryton 
- Xtuple postbooks 
- webERP 
- Apache OFBiz 
What to Learn Here?[edit | edit source]
- Types of Open Source software and their advantages
- Commercial vs Community Open Source
- Licensing Model
- How to evaluate their functional suitability for businesses
- Scoping and Gaps Analysis
- The challenge of implementation
- Methodology and Good Practice
- Phased and Protoyping Approach
- Comparing to proprietary options and calculating TCO (Total Costs of Ownership)
- Cost of Warranty and Intangible Risks
- The Eco-System That Open Source ERP Today Involves
- Involving the Community
- Institutional Assets of Product
- Learn From Both Sides of The Fence
- As the End-User
- As the Vendor
- Go Under The Hood
- Setting Up The Application
- Debugging the Source
Short Course[edit | edit source]
2 Day Technical Course[edit | edit source]
- Is part of the longer course but specific to technicalities
Day 1 Part I (4 hrs)[edit | edit source]
- How to Setup the Integrated Development Environment (IDE) such as Eclipse
- Getting the source and porting into the IDE
- Setting Up The Database and Sample Data
- Setting Up The Application (based on ADempiere)
- Check-up and System Utilities
Day 1 Part II (2hrs)[edit | edit source]
- Going through the App
- Completing a Sales Order with new Client and Product
- Checking the inventory
- Shipment and Invoice
- Purchasing through Receipt
Day 2 Part I[edit | edit source]
- Configuring the Window-Table
- Incorporating Business Rules
- Configuring Reports
Day 2 Part II[edit | edit source]
- Debugging and solving bugs
- Extending the source
- Example of an Addon (based on Posterita)
One Day Seminar[edit | edit source]
- This is as a general pre-sales buy-in of a public seminar
First Session (2hrs)[edit | edit source]
- What is Open Source?
- TCO on ERP's favour
- The Dilema of ERP and the Open Source Answer
- The Miracle of the Bazaar
Second Session[edit | edit source]
- Demo of an ERP
- Samples of vertical industries adaptation
3rd Session[edit | edit source]
- Demo of Posterita
- Live Installations worldwide
Open Source ERP Implementation Course[edit | edit source]
- High-level Business Concern and Project Level Treatment
- To see the whole challenge of implementing from a nutshell
- To appreciate the context and challenge of business needs behind the promise of Open Source ERP
- More for the Do-It-Yourself (DIY) community
- Also known as End-Users
- Give them idea of what to expect and thus make right decision if its worth DIY all the way
- Deciding when not to do too much and outsource the crucial parts to experts
- Can be for the Implementor Community
- Also known as Systems Integrators (SI)
- Able to educate End-Users the path and risks along the way
- Use as roadmap to divide the role and tasks between them and End-Users in a contract
- Even for the Developer Community
- To be aware of the challenge of implementing as different and outside their scope
- To know where to fit their skillsets into the roadmap
Chapter 1 - Knowing the Right Source[edit | edit source]
- Why Choose Open Source?
- The TCO Pyramid
- War Games Among Players
- Ways to Evaluate Open Source Products
- Reading The Source
- Reading The License
Chapter 2 - Spelling Out Your Business[edit | edit source]
- Know Your Priorities and Pains
- Making Your Wishlist
- Identifying the Gaps
- Getting the best fit
Chapter 3 - The Proposal & Selection Stage[edit | edit source]
- Issuing the RFP
- Selecting The Vendor
- Managing the Contract
- The Exit Clause
Chapter 3 - Turning The Key[edit | edit source]
- Scoping for a phased approach
- Prototyping and Proof-Of-Concept Approach
- User Checklist
- Before Cutting Over
Chapter 4 - Sustenance[edit | edit source]
- Disaster Recovery & Other Doomsday Scenarios
- Return to the Source
- Why Are Your Options Open?
Open Source ERP Practitioner Course[edit | edit source]
- For the newbie community who got infected with the passion of Open Source collaboration
- For freelance contributors who wants to know how to sustain themselves the consultative way
- Understanding the various segments who sees different Business Models in sustenance
Chapter 1 - Community Sentence[edit | edit source]
- Are You Up To It?
- What Is The World Up To?
- Serving The Community
- Creating A Presence
- Etiquette & Professional Conduct
- Making Open Source Your Business
Chapter 2 - Approaching The Buyers[edit | edit source]
- Types of Buyers
- Qualifying a Sale
- Scoping the Project
- Terms of Contract
- Preparing the Team
Chapter 3 - Signing Off[edit | edit source]
- Reports on Progress
- Sign-Off Strategies
- Managing the Unexpected
Chapter 4 - Training[edit | edit source]
- Getting the audience
- Hands-on Exercise
- Continous Coaching
Chapter 5 - Support Contract[edit | edit source]
- Handing Over Options
- Negotiating the Support Contract
Chapter 6 - Bad Buyers[edit | edit source]
- Why It Happen and How to deal with it?
- There are no bad buyers but bad sellers
- Avoiding bad deals
- Questions to ask back
Project Workshop[edit | edit source]
Here are samplings from prototype work or client projects. Trademarked and copyright information belonging to the prospects or clients are carefully removed or edited off.
- Sample Project I - ERP/Dual UOMs - On how to resolve the different Unit of Measurements between Buyer and Seller within an ERP Application.
Copyright & Other Disclaimers[edit | edit source]
- All works here are from original authors and not taken from 3rd party sources
- The course material and project works are suggestive materials awaiting peer review and not meant for professional consumption
- Any business practice shown here are generic ones devoid of any practical advantage for any business to adopt against another competitor.
- In case of the need to clarify any material depicted within here from the commercial or legal aspect please direct them to - Red1 05:49, 2 July 2007 (UTC)
Resource Links[edit | edit source]
- Lecturer's Project Resource - ADempiere Wiki
- Lecturer's Learning Resource - Red1.org Forums
- Open Source ERP tutorials and how-tos,recorded demos,industry analysis and news - Open Source ERP Guru.
- Open Source accounting/ERP resources and evaluations - FBA "Open for Business" Blog.