How to hack Odoo SaaS to fit specific business needs

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4. Case : The insurance experts company

6. Configuration

9. Customization

1. Customizing Odoo How to hack Odoo SaaS to fit specific business needs Sébastien Versailles Odoo Quickstart Team

13. ● When an issue is assigned, send a mail ● When an issue has been in the same column for 1 week, send a mail ● Add a constraint : « If it's not in Unassigned, there must be an expert assigned. » Demo – Automation

12. ● Display a page with the list of companies we work with ● Create a list of issues with a link to the details of this issue ( if enough time ) – Pass the Issue id as a GET parameter – Use request.params.get('issue_id', False) Demo – Website

11. ● x_issue_id on the invoice – Display the date, broker, insured (new line of blocks in the header ) ● Create a new report : Sinister summary – Title : name – Blocks : date, broker, insured – Table : worklogs Demo – Reports

7. ... ... Configuration ● How far can we get without customization ? ● Modules : = Demo & Offer Business needs Case : The insurance experts company

3. ● In an out-of-the-box implementation project, the key success factor is: ● Every salesperson should ask the question : ● Solve those points with Odoo out-of-the box – Customization might be needed – Most pain points don't require development ● Don't spend anyone's resources developing low-value- added features Key success factor What are your day-to-day problems? Focus on the pain points

10. ● x_broker , x_insured , x_insurance_company ● Menu items ● x_broker_id , x_insured_id, x_date ● x_broker_issue_ids , x_insured_issue_ids, x_company_issue_ids + attrs ● Search view : add assisted search on broker for issues ● Add group by on broker for issues ● Add filter « broker » on the partners Demo – View customization

2. ● Objective : – Show how Odoo SaaS can be customized to fit specific business needs ● Audience : – Integrators who are too prompt to look at an implementation as a development project – Business owners who think their business is so specific that an out-of-the-box solution cannot help them Objective & Audience

14. Conclusion Conclusion And the icing on the cake : You can import all of this on the SaaS ! – Import models, fields, views, access rights, menus, actions, web pages, images, CSS, JS, .. – Only restriction : You cannot import python files. – Ideal to ● « reuse » customization ● test your customization in a QA environment – Upon migration, – When upgrading your customization – Demo : insurance_experts.zip ● https://github.com/sve-odoo/uploadable_modules/blob/master/insurance_experts/ Static customization Configuration Demo & Offer Business needs

8. ... ... Configuration ● Configuration – Install « Issue tracker » ● Customizable Kanban view ● « Responsible » field => Expert ● « Customer » field => Customer ● One project per company ● Aliases working out-of-the box – Install « Contracts » ● Time tracking ● Timesheet-based invoicing ● How far can we get without customization? – Pretty far! Demo & Offer Business needs Case : The insurance experts company

15. Conclusion ● With great power comes great responsibility – It's easy and quick – The sky is the limit – But keep in mind that, even if you do everything well, ● The less you customize, the lower the migration risk ● The more you customize, the higher the maintenance costs ● Customization is very effective to convince customers ● But in the end, you can avoid it in a lot of cases ● Always make sure that the demand is based on a real business need, not on a whim Static customization Configuration Demo & Offer Business needs Conclusion

5. Receive mission Assign expert Follow-up Invoice the company o The insurance company sends a mission o Keep track of the request o Lots of attached files o Manage a list of experts o Keep track of which expert is assigned to which task o Dashboard of the progress of each task o Detailed documentation of work done o Invoicing the work done based on timesheets Need to be linked to the CRM at each step of the process Insurance companies List of experts All stakeholders Insurance company ... ... ... ... Business needs Case : The insurance experts company

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