uz - our business management tool based on plone

«  Uz  »  by  Affinitic  PLOG  Sorento,  23/04/2014  

Problematics  

Fact  1:  developers  are  amazing  artists  creating  great  functionalities  but  not  always  concerned  

about  down-­‐to-­‐earth  details  like  money…  

Fact  2:  in  a  small  private  sector  company  like  ours,  it’s  not  always  easy  to  insure  the  continuity  of  

resources  (cash  flow)  

Problematics  

Ê  How  to  make  sure  that  everyone  gets  paid  at  the  end  of  the  journey?  

Ê  How  to  stay  transparent  with  clients  concerning  hours?  

Ê  How  to  distinguish  fixed  price  projects  with  “time  &  material”  projects?  

Ê  How  to  make  sure  that  a  project  stays  profitable  

Ê  How  to  to  make  good  assumptions  for  business  in  the  coming  months?  

«  Uz  »  is  our  answer  

Business  tool  with  relational  database  in  a  Plone  portal  

Today:  

Ê  Registration  of  the  work  done,  every  day,  by  everyone  in  the  company  

Ê  Business  reports  &  stats  

Ê  Access  for  customers  (user  management  of  Plone:  groups  &  permissions)  

Tomorrow:  

Ê  Prevision  tool  /  provisional  timetable  /  resources  on  a  project  

«  Uz  »  is  our  answer  

Ê  Complementary  with  project  management  tools:  Ê  Integration  of  the  iterations  of  a  project  with  budget  

Ê  Use  of  ticket  references  (TRAC)  

Ê  Complementary  with  invoicing  tools:  Ê  Showing  a  summary  of  the  hours  done  for  a  specific  clients  in  a  

month  

Ê  Vision  giver:  “Where  are  we?”  &  “Where  are  we  going?”  

Approach  

Ê  Share  with  the  community  to  see  if  other  people  are  confronted  with  the  same  concerns  

Ê  Exchange  thoughts  and  practices  about  this  

Ê Make  it  public  and  translate  it  

Ê  Add  tests,  add  documentation  

Ê Go  further  with  the  prevision  side  (with  or  without  help)  

LIVE  Demo  

Ê Employee  access  

Ê Management  access  

Ê Client  access  

Thanks  for  your  attention  

Ê Questions?  

Ê Feel  free  to  come  and  discuss  with  us  

Ê  Laurent  Lasudry  –  laurent@affinitic.be  

Ê  Michel  Cervello  –  michel@affinitic.be