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Company description by Mind Map: Company description
4.7 stars - 3 reviews range from 0 to 5

Company description

  OpenERP interview by Frontware International OpenERP Implementation Projet     Pre-Analysis Proposal

Basic Description

Company name, Address,...

Company Name:

Website:

Address:

Tax identification:

Key employees

Key employees and contacts for ERP Analysis and Integration Considered as VIP for ERP project

CEO

Director,CEO, Managing director, ...

Name :

Email :

ERP Manager

Responsible for ERP in the Enterprise

Name :

Email :

Tel :

CFO

Financial director

Name :

Email :

Other ...

Any other key employee?

Name :

Email :

Departments

Description of all departments in the company

Sales

Sales Manager, Name :, Email :

Sales

After Sale Service

Is there an after Sale Service?

Name :

Email :

Accounting

Accounting Manager, Name :, Email :

Accounter, Name :, Email :

Invoice input, Name :, Email :, Tel :

Human Resources

Human Resource director, Name :, Email :

HR operator, Name :, Email :

Marketing

Other...

Other department(s)

Name :

Email :

Functionnal Range

OpenERP functionalities expected  Which functionalities of OpenERP does the customer wants to be implemented? OpenERP offers many functionalities grouped in main modules like: HR, Accounting, Project, CRM, Production, POS, ... All modules use the same database but it is recommended to activate only the module the cmpany which to use. Other modules can always be activated later.

Accounting

Assets

Analytics

Budgets

Payments

Project management

Timesheet

Methodology, GTD, SCRUM, Long Term

Purchase management

Human Resources

Commonly called HR

Payroll

Recruitment

Timesheet

Evaluation

Sales

CRM

Meeting

Online Sale

MRP

Manufacturing resource planning

Scheduling

Planification

Reordering Policies

Other specific needs

OpenERP proposes 1000 modules, specific needs like hotel, hospital, restaurant, ... management maybe requiered

Company on the market

How is the company positionned on his business market

Competitors

Position

How is company positionned on the market?

Leader

Oustider

Average

Products / Services

What is the business of the company? What are the products or services sold?

Services

List of different kind of services sold by the company

Products

List of different kind of services sold by the company

Quantifications

Important numbers  These numbers are very important to give Frontware a good idea on the size of the business

Employees: __

How many employees in the Enterprise?

Products: __

How many different products are managed by the company?

Entreprises: __

Number of sites? Shops? Factories?

Orders per month: __

Sales volume per month

Users: __

How many poeple will use OpenERP?

Customers: __

How many customers will be handled by OpenERP?

Suppliers: __

How many suppliers will be handled by OpenERP?

Partners

Links & Relationships with partners: Customers & Suppliers

Suppliers type

Wholesaler

Telecom enterprise

Other

Customers type

Corporates

Wholesaler

Shops

Consumers

portal

Can access data? Portal? Extranet? Not talking about company Home page, but portal like extranet to share data with suppliers and/or customers Some data will have to come from ERP? Shop Online? After sale?

Current Systems

Actual softwares Description of the actual situation about software used in the Enterprise Inventory of all softwares used in the company that could be replaced by OpenERP or that have to be connected to OpenERP (Import/Export, ...)

Communication: __

EMail

Calendar

Task

Accounting

What application/software is used?

Who?, Internal, External

Payroll

What application/software is used?

Who?, Internal, External

Others

Timesheet

Reports

...

Summary

Meeting, Interview details

Frontware representative:

Frontware"s employee name(s) who conducted the interview

Meeting date:

Date/time of the meeting/interview

Meeting attendees:

List of person who participated to the interview/meeting

Meeting location:

Location: customer site, Frontware, ..?

Next date step:

Date the customer will receive Pre-Analysis Proposal based on result of the interview. Note the email address or address where to send the reort and the proposal. Respect date = respect customer