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OpenERP
                  Feedback from our useability team.




                          - Fabien Pinckaers, CEO -

                                      April 12th, 2012

Nom du fichier – à compléter   Management Presentation
We are blind!

✔   We use to work with
    OpenERP. We are blind !

✔   An evidence for us can be an
     issue for lambda users

✔   If we want OpenERP to be
     sexy and accessible to the
     mass, we have to satisfy
     the smallest companies.




    Nom du fichier – à compléter   Management Presentation
Example: Search View




Nom du fichier – à compléter   Management Presentation
Search View: users take search for a
                          form

✔   V6.0: issue for 100 % of users
✔   V6.1: issue for 42.9 % of users




✔   V7.0: issue for 0% of users (to be confirmed)




    Nom du fichier – à compléter   Management Presentation

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Useability Statistics




Nom du fichier – à compléter   Management Presentation
Timing Comparison 6.0/6.1

Number of minutes to perform a full business flow for a lambda user.
(Quotation → Sale Order → Delivery Order → Invoicing → Payment)

 20                 19.8
                                                          19.44




 16
                                   14.16




                                                                       11.93
 12
                                                                               6.0
  8                                                                            6.1

  4



  0
                           PO                                     SO



 Nom du fichier – à compléter   Management Presentation
Main issues encountered in 6.1
                                            (%)
      Widgets                                                                           73.68
Business Flow                                                              56.35
 Search View                                                       46.43
 Configuration                                              38.19
 Kanban View                                                37.5
   Page View                                          33.33
     List View                                   28.57
   Form View                       14.29
          Menu                     14.28
                  0          10        20        30         40      50      60     70     80    90   100




  Nom du fichier – à compléter    Management Presentation
Global score given by users (/10)

 10



   8



   6                                                       5.5


                                                                 6.0
   4                                                             6.1

   2

                                     0.6



   0
                                               Score /10




Nom du fichier – à compléter   Management Presentation

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Useability Examples
                         V7.0 – demo new design




Nom du fichier – à compléter   Management Presentation
Useability Process
        We need to analyze: Google Analytics on SaaS
         •   Statistics to know what to improve
         •   Measurable feedback to know how to improve
        Organize communication on every new features
        Do user testing with lambda users per new feature, at least one usertesting.com
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&A   Nom du fichier – à compléter   Management Presentation
Widgets: m2o
✔   V6.0: issues for 33 % of users
✔   V7.0: issues for 73.6 % of users

✔   Improvement for 6.1:
          ✔    Quick create
          ✔    Create and edit

✔   Improvements for 7:
          ✔    Tooltip if the record is not created
          ✔    Simplification by removing widget icon




      Nom du fichier – à compléter   Management Presentation
Simplification → Remove Elements
            Simplification → Remove Elements




&A   Nom du fichier – à compléter   Management Presentation   12

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         To simplify, we must reduce!

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          •    What's not required to use the application


         Adding features → complexity for the application



&A   Nom du fichier – à compléter   Management Presentation
Remove redundant/unused features

           To be removed:
            •    Shortcuts → if the menu is simple, we don't need shortcuts. This
                 would require to review the menu.
            •    Homepage → directly go to the latest application. Confusing to
                 have two way to access a root app like “Sale”.
            •    Dashboards → nobody use them, put in Reporting section
            •    Top right toolbar → with home, preferences, help...; simplify ala
                 google
            •    Pager / Multi-Views on one2many → only if several exists
            •    Menu tips (use them in empty lists or help tooltip only)
            •    Res.Logs (directly integrated in the history of a document,
                 through the new “chatter” system)
            •    Default filters on state for list views
            •    Edit icon (pencil) in lists (they click on the record, then click
                 edit)




&A       Nom du fichier – à compléter   Management Presentation
Extended View: Simplify Forms

         We don't need all those stuff in simplified view!
                 Current forms are overloaded.




&A   Nom du fichier – à compléter   Management Presentation
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   Nom du fichier – à compléter   Management Presentation
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Contacts. → No need anymore to have two fields
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invoices, ...)




  Nom du fichier – à compléter   Management Presentation
Page view of documents
                           Page view of documents
                           An invoice should look like an invoice.
                           An invoice should look like an invoice.




&A   Nom du fichier – à compléter   Management Presentation          19
Information is beautifull
OpenERP forms have been designed for a creation / edition purpose. But
when people browse existing data, they have a completely different
need. We need to show the information efficiently !




                                                              Not usefull when browsing or using
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                                                              I propose to create a PAGE view, which
                                                              is the current readonly form → example
                                                              on partners.

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&A   Nom du fichier – à compléter   Management Presentation
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&A   Nom du fichier – à compléter   Management Presentation      26
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      When changing a value, it updates the flow schema.



&A   Nom du fichier – à compléter   Management Presentation
Misc Improvements




&A   Nom du fichier – à compléter   Management Presentation
Many2Many


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&A   Nom du fichier – à compléter   Management Presentation

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&A   Nom du fichier – à compléter   Management Presentation
Better Workflow




&A   Nom du fichier – à compléter   Management Presentation
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OpenERP - Usability

  • 1. OpenERP Feedback from our useability team. - Fabien Pinckaers, CEO - April 12th, 2012 Nom du fichier – à compléter Management Presentation
  • 2. We are blind! ✔ We use to work with OpenERP. We are blind ! ✔ An evidence for us can be an issue for lambda users ✔ If we want OpenERP to be sexy and accessible to the mass, we have to satisfy the smallest companies. Nom du fichier – à compléter Management Presentation
  • 3. Example: Search View Nom du fichier – à compléter Management Presentation
  • 4. Search View: users take search for a form ✔ V6.0: issue for 100 % of users ✔ V6.1: issue for 42.9 % of users ✔ V7.0: issue for 0% of users (to be confirmed) Nom du fichier – à compléter Management Presentation
  • 5. Useability Statistics Nom du fichier – à compléter Management Presentation
  • 6. Timing Comparison 6.0/6.1 Number of minutes to perform a full business flow for a lambda user. (Quotation → Sale Order → Delivery Order → Invoicing → Payment) 20 19.8 19.44 16 14.16 11.93 12 6.0 8 6.1 4 0 PO SO Nom du fichier – à compléter Management Presentation
  • 7. Main issues encountered in 6.1 (%) Widgets 73.68 Business Flow 56.35 Search View 46.43 Configuration 38.19 Kanban View 37.5 Page View 33.33 List View 28.57 Form View 14.29 Menu 14.28 0 10 20 30 40 50 60 70 80 90 100 Nom du fichier – à compléter Management Presentation
  • 8. Global score given by users (/10) 10 8 6 5.5 6.0 4 6.1 2 0.6 0 Score /10 Nom du fichier – à compléter Management Presentation
  • 9. Useability Examples V7.0 – demo new design Nom du fichier – à compléter Management Presentation
  • 10. Useability Process  We need to analyze: Google Analytics on SaaS • Statistics to know what to improve • Measurable feedback to know how to improve  Organize communication on every new features  Do user testing with lambda users per new feature, at least one usertesting.com per feature. &A Nom du fichier – à compléter Management Presentation
  • 11. Widgets: m2o ✔ V6.0: issues for 33 % of users ✔ V7.0: issues for 73.6 % of users ✔ Improvement for 6.1: ✔ Quick create ✔ Create and edit ✔ Improvements for 7: ✔ Tooltip if the record is not created ✔ Simplification by removing widget icon Nom du fichier – à compléter Management Presentation
  • 12. Simplification → Remove Elements Simplification → Remove Elements &A Nom du fichier – à compléter Management Presentation 12
  • 13. Simplification through reduction  To simplify, we must reduce!  Remove what's: • Redundant • Not used  Hide: • What's not required to use the application  Adding features → complexity for the application &A Nom du fichier – à compléter Management Presentation
  • 14. Remove redundant/unused features  To be removed: • Shortcuts → if the menu is simple, we don't need shortcuts. This would require to review the menu. • Homepage → directly go to the latest application. Confusing to have two way to access a root app like “Sale”. • Dashboards → nobody use them, put in Reporting section • Top right toolbar → with home, preferences, help...; simplify ala google • Pager / Multi-Views on one2many → only if several exists • Menu tips (use them in empty lists or help tooltip only) • Res.Logs (directly integrated in the history of a document, through the new “chatter” system) • Default filters on state for list views • Edit icon (pencil) in lists (they click on the record, then click edit) &A Nom du fichier – à compléter Management Presentation
  • 15. Extended View: Simplify Forms We don't need all those stuff in simplified view! Current forms are overloaded. &A Nom du fichier – à compléter Management Presentation
  • 16. Extended View: Web Client Elements &A Nom du fichier – à compléter Management Presentation
  • 17. Example: Social Feature • In v7.0, social widget replace: – Information fields (create date, validated by, ...) – Internal requests system – “Res.log” message system – Communication & History tab on opportunities – View Log (created, modified by...) feature Nom du fichier – à compléter Management Presentation
  • 18. Example 2: Remove Address On single “Contacts” menu for Partners, Addresses, Contacts. → No need anymore to have two fields (partner, address) per document (sale order, invoices, ...) Nom du fichier – à compléter Management Presentation
  • 19. Page view of documents Page view of documents An invoice should look like an invoice. An invoice should look like an invoice. &A Nom du fichier – à compléter Management Presentation 19
  • 20. Information is beautifull OpenERP forms have been designed for a creation / edition purpose. But when people browse existing data, they have a completely different need. We need to show the information efficiently ! Not usefull when browsing or using customers, but good for creation ! I propose to create a PAGE view, which is the current readonly form → example on partners. &A Nom du fichier – à compléter Management Presentation
  • 21. Page View, example 2 &A Nom du fichier – à compléter Management Presentation
  • 22. Don't make me think. We should better guide the user to the next step &A Nom du fichier – à compléter Management Presentation
  • 23. Next Steps: not too much possibilities What should I do ? &A Nom du fichier – à compléter Management Presentation
  • 24. Propose next steps Only one main button/option &A Nom du fichier – à compléter Management Presentation
  • 25. Example: blinksale.com &A Nom du fichier – à compléter Management Presentation
  • 26. Easy to use / configure Easy to use / configure Explain complex features Explain complex features &A Nom du fichier – à compléter Management Presentation 26
  • 27. Avoid configuration menu  Configure from the main document itself! &A Nom du fichier – à compléter Management Presentation
  • 28. Explain complex features (1/4) Complex features must be explained Complex features must be explained by an image or a dynamic sentence. by an image or a dynamic sentence. ← Javascript Tangle lib &A Nom du fichier – à compléter Management Presentation
  • 29. Explain complex features (2/4) Complex features must be explained Complex features must be explained by an image or a dynamic sentence. by an image or a dynamic sentence. Test Tangle here: http://worrydream.com/#!/Tangle It's impossible to compute good mini/maxi without complex computations ! &A Nom du fichier – à compléter Management Presentation
  • 30. Explain complex features (3/4) Complex features must be explained Complex features must be explained by an image or a dynamic sentence. by an image or a dynamic sentence. When changing a value, it updates the flow schema. &A Nom du fichier – à compléter Management Presentation
  • 31. Misc Improvements &A Nom du fichier – à compléter Management Presentation
  • 32. Many2Many  Should be like a many2one with tags inside.  Exemples: • Taxes on invoice lines o Will allow many2many in editable lists. • Categories on partners &A Nom du fichier – à compléter Management Presentation
  • 33. Train new users Empty lists must display an instructive message on how to proceed. → good replacement for our current menutips. &A Nom du fichier – à compléter Management Presentation
  • 34. Better Workflow &A Nom du fichier – à compléter Management Presentation
  • 35. Review main flows: SO  More business oriented: • You do not want to print a quotation → you want to send it to the customer (you may need to print it to do so, or email) • Sending a quotation to customer IS a step in the process • Done is not clear → Paid is better  ONE (and only one) button must mark clearly the NEXT action to avoid the user to think (what should I do now?) &A Nom du fichier – à compléter Management Presentation