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 – [email protected]

Ê  Michel Cervello – [email protected]