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Odoo在线实施

This document summarizes Odoo Online's services, our Success Pack implementation methodology, and best practices to get started with our product.

在与我们的项目经理通话之前, 我们建议新的Odoo在线客户先阅读这个文档。通过这种方式, 可以节省时间,不必用将时间花在基础问题上。

如果您还没有阅读这个文档, 我们的项目经理将会在第一次电话时与你一起阅读这个文档。

入门

不要等到启动会议后才开始使用软件。与Odoo接触越多, 在试试时将会节省更多的时间。

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.

填写登录或者注册页面, Odoo数据库可以使用。

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_picright_pic

一旦你习惯了用户界面, 可以看看实施计划。可在应用程序中设置, 或从顶部进度条右边的主要应用进入。

这些实施计划器将 :

  • 帮助你为每一个应用定义目标和KPI,

  • 指导经历配置步骤,

  • 以及在从Odoo获取更多的时候向你提供提示和技巧。

填写实施的第一步计划(目标,期望和KPIs)。在实施过程中, 我们的项目经理将与你一起检查这些计划。

如果您有任何疑问或需要支持, 我们的项目经理将指导您完成所有步骤。但是, 你还可以 :

在线使用需要您做些什么?

我们习惯于在25-250小时的服务时间内部署全功能项目，这比市面上ERP供应商要快得多。多数项目都能在1-9个日历月左右结束。

一次高效的实施与一次迟缓的实施之间的真正**差别在于顾客！** 根据我们的经验，当顾客积极投入，实施工作就会顺利许多。

内部实施经理

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.

能整合您的业务的90%，而非全部

你选择Odoo的原因可能是别的软件都没有如此高的自动化水平、功能的全面性，以及集成能力。但**别太极端**。

定制比较费时、费钱、费力，更难于维护，增加了实施的风险，还有升级的问题。

标准Odoo大约能覆盖90%的业务流程及业务需求。对剩下的10%灵活一些吧，否则会花去原项目两倍的成本。人们总是低估了定制化的隐藏成本。

  • 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.

我们对项目经理进行过培训，他们能帮助用户做出决策，衡量相关交易，但如果您配合会更容易达成目标。有些进程比你以往的系统更花时间，但你仍需权衡、对比由此增加的时间与其他进程缩短的时间。如果使用Odoo后花费的净时间减少则是有进步的。

学习 ODOO 时间耗用

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.

这里有些额外的资源可以帮助更好地理解这个软件:

完成后

想要一个简单的方法开始使用Odoo吗? 安装Odoo笔记来管理你的实施事项: https://www.odoo.com/page/notes.在Odoo主页, 去应用程序, 安装Notes应用程序。

本模块允许你 :

  • 互动管理任务列表可帮助你与你的顾问更好地沟通;

  • 将Odoo知识和实践经验与你的员工分享;

  • 熟悉所有的通用工具Odoo: 通讯、讨论组、看板仪表板等。

你期待我们做什么呢?

订阅服务

云主机

Odoo提供顶级的云基础设施,包括: 在三个不同的数据中心的备份,数据库复制,复制10分钟内的实例, 等等!

支持

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.

注意: 支持团队不会开发新的功能,定制,导入数据或培训用户。这些服务是由项目经理提供。

升级

每隔两个月,Odoo发布一个新版本。一个升级按钮, 显示为* [UNKNOWN NODE problematic]管理数据库 * [UNKNOWN NODE problematic]。可自行决定是否需要升级数据库, 但升级可以得到新版本的功能更新。

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.

成功包服务

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.

他的角色包括：

  • 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:

  • [UNKNOWN NODE problematic]定制屏幕：[UNKNOWN NODE problematic]Studio用拖放方式定制你认为适合的大多数屏幕。

  • 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.

任何定制都需要Odoo Studio应用程序。通过这一程序的任何定制都会在Odoo每次升级时保留，且没有额外收费。

所有用我们的“业务分析师”进行定制的时间都会从Success包中扣除。

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

实施方法论

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.

启动会议后,我们通过一系列的应用程序定义Odoo的部署阶段计划.

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.

对于每个阶段,步骤如下:

  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.

一旦适应Odoo, 我们将调整过程并做些* 自动化 * *的任务, 剩下的定制也将开发( * *额外的开发和报告 [UNKNOWN NODE problematic])。

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.

管理数据库

要访问数据库, 点击Odoo.com, 登录并在右上角的下拉菜单单击* 我的数据库 [UNKNOWN NODE problematic]。

在系统上线或升级之前, Odoo会让你测试。不会让测试数据扰乱正式环境!

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.

关于如何管理你的数据库, 你可以找到更多的信息 here.

客户成功

Odoo在于满足客户所有需求, 使客户满意。

在实施阶段,你的联系人是项目经理, 后面是售后支持。

一旦系统上线, 你与Odoo项目经理的互动将减少。在那个时候,我们的成功客户团队将与你联系。他们是专业的团队, 与我们的客户保持长期联系。他们将向你展示新版本,提高你的工作方式或是评估你的新需求,等等……

我们的内部目标是与客户保持联系至少10年, 随着客户不同的需求为他们提供解决方案!

欢迎加入,享受你的Odoo!