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Apr-04 Open Source ERP & CRM - © ComPiere, Inc. 1 Compiere Open Source ERP & CRM Jorg Janke Principal ComPiere, Inc. Monroe, CT - USA

Apr-04Open Source ERP & CRM - © ComPiere, Inc.1 Compiere Open Source ERP & CRM Jorg Janke Principal ComPiere, Inc. Monroe, CT - USA

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Page 1: Apr-04Open Source ERP & CRM - © ComPiere, Inc.1 Compiere Open Source ERP & CRM Jorg Janke Principal ComPiere, Inc. Monroe, CT - USA

Apr-04 Open Source ERP & CRM - © ComPiere, Inc. 1

CompiereOpen Source ERP & CRM

Jorg JankePrincipal ComPiere, Inc.

Monroe, CT - USA

Page 2: Apr-04Open Source ERP & CRM - © ComPiere, Inc.1 Compiere Open Source ERP & CRM Jorg Janke Principal ComPiere, Inc. Monroe, CT - USA

Apr-04 Open Source ERP & CRM - © ComPiere, Inc. 2

Introduction Compiere is the premier Open Source

Business Application 660,000+ Downloads Usually Top 10 SourceForge Projects

Since March 2002 Forum 10,000+ postings – 45 developers 50,000+ unique visitors/month

www.compiere.org Systems in Production: ?? At least 50 worldwide

Designed from Scratch Started Jan 1999 – First Production: Mar ’01 Experience with Oracle Applications, SAP, M&D,

Page 3: Apr-04Open Source ERP & CRM - © ComPiere, Inc.1 Compiere Open Source ERP & CRM Jorg Janke Principal ComPiere, Inc. Monroe, CT - USA

Apr-04 Open Source ERP & CRM - © ComPiere, Inc. 3

Agenda

Open Source How does Compiere fit in?

Compiere Business Model Partner Model

Architecture & Motivation Target Market, Functionality

& Differentiation

Page 4: Apr-04Open Source ERP & CRM - © ComPiere, Inc.1 Compiere Open Source ERP & CRM Jorg Janke Principal ComPiere, Inc. Monroe, CT - USA

Apr-04 Open Source ERP & CRM - © ComPiere, Inc. 4

Open Source .. Used for Products w/o Intentions “Gadgets”

“See what I did” Discontinued Products

Unsuccessful Products, Vendors Bankrupt Marketing

Platform Promotion Teaser/Entry Product, Sales Lead

Professional Open Source Base for Service CompaniesCompiere

Page 5: Apr-04Open Source ERP & CRM - © ComPiere, Inc.1 Compiere Open Source ERP & CRM Jorg Janke Principal ComPiere, Inc. Monroe, CT - USA

Apr-04 Open Source ERP & CRM - © ComPiere, Inc. 5

Open Source .. Benefits Vendor Independence

Let the Source be with you! Stable, well tested

Relatively easy to use No information hiding

ALL information available Extraordinary wide reach

No starting costs – Global Info exchange

Page 6: Apr-04Open Source ERP & CRM - © ComPiere, Inc.1 Compiere Open Source ERP & CRM Jorg Janke Principal ComPiere, Inc. Monroe, CT - USA

Apr-04 Open Source ERP & CRM - © ComPiere, Inc. 6

Open Source .. License

Read the License .. More important and with far more consequences than commercial “If you open .. you agree”

Compiere License No Mandatory feedback Commercial Re-Distribution

Page 7: Apr-04Open Source ERP & CRM - © ComPiere, Inc.1 Compiere Open Source ERP & CRM Jorg Janke Principal ComPiere, Inc. Monroe, CT - USA

Apr-04 Open Source ERP & CRM - © ComPiere, Inc. 7

Open is not “Everything Free” Open Source

= No License Costs (Shareware) + Source Code + Derived Work Distribution

Four Ways to Win Support Sellers (RedHat, JBoss, ComPiere, …) Loss Leaders (Netscape, …) Widget Frosting (SG – Samba, …) Accessorizing (Books, Pre-Installed, T-shirts, …)

Page 8: Apr-04Open Source ERP & CRM - © ComPiere, Inc.1 Compiere Open Source ERP & CRM Jorg Janke Principal ComPiere, Inc. Monroe, CT - USA

Apr-04 Open Source ERP & CRM - © ComPiere, Inc. 8

Open Source Environment Infrastructure

Easy Distribution Collaborative Dev

Environment High visibility

Techies

Management Project Control Advisory Board

License

Community No Info Hiding

Everything Open Info Overflow Fanatics

Direct Feedback No Protection

Want to contribute No Commitment

Testing Unreliable

Page 9: Apr-04Open Source ERP & CRM - © ComPiere, Inc.1 Compiere Open Source ERP & CRM Jorg Janke Principal ComPiere, Inc. Monroe, CT - USA

Apr-04 Open Source ERP & CRM - © ComPiere, Inc. 9

Compiere Development Priority determined by

Partners – Customers – Sponsors Contributions

Design more important than Coding Only coordinated Co-Development

Cannot risk de-stabilizing core functionality Agreed Scope and Approach

Please don’t try to dump your stuff! Do your Maintenance & Documentation

#1Open Source

Business Apps

Page 10: Apr-04Open Source ERP & CRM - © ComPiere, Inc.1 Compiere Open Source ERP & CRM Jorg Janke Principal ComPiere, Inc. Monroe, CT - USA

Apr-04 Open Source ERP & CRM - © ComPiere, Inc. 10

Compiere Communication

SourceForge Forums Chat only – Information Exchange

SourceForge Trackers Support Requests

Fast feedback! Bugs

When sure that it is a bug (with trace) Enhancement Requests

Page 11: Apr-04Open Source ERP & CRM - © ComPiere, Inc.1 Compiere Open Source ERP & CRM Jorg Janke Principal ComPiere, Inc. Monroe, CT - USA

Apr-04 Open Source ERP & CRM - © ComPiere, Inc. 11

ComPiere Support Ensure availability

and functioning of your production system

Service Levels Self Service Advantage

DB License Options None Solution Extended Use

Top of Priority List

PreventativeMaintenance

DowntimeInsurance

EliminateOpen Source

Unreliability!

Page 12: Apr-04Open Source ERP & CRM - © ComPiere, Inc.1 Compiere Open Source ERP & CRM Jorg Janke Principal ComPiere, Inc. Monroe, CT - USA

Apr-04 Open Source ERP & CRM - © ComPiere, Inc. 12

Product Dimensions Price

Cost of Ownership Access

Local Availability & Knowledge Quality

Meeting Requirements/Expectations Service

Help, Guidance

Lead in max 2 Dimensions

Page 13: Apr-04Open Source ERP & CRM - © ComPiere, Inc.1 Compiere Open Source ERP & CRM Jorg Janke Principal ComPiere, Inc. Monroe, CT - USA

Apr-04 Open Source ERP & CRM - © ComPiere, Inc. 13

2 & 2 Partnership

Access Service

Price QualityQuality

Enabler- 2nd Level Support -

- Migration -- Consulting/Training -

- Documentation -

PartnerComPiere

Value Added- Industry KnowHow -

- Solutions -- Rollout/Implement -

- Conversion/Integration -- Support/Training -

- Extensions -

Page 14: Apr-04Open Source ERP & CRM - © ComPiere, Inc.1 Compiere Open Source ERP & CRM Jorg Janke Principal ComPiere, Inc. Monroe, CT - USA

Apr-04 Open Source ERP & CRM - © ComPiere, Inc. 14

ComPiere Partner Cooperation

Advisory Board Priorities

Info Flow Monthly Conference Calls

Promotion Brand Partner Lead Generation

Certification

NOCompetition

NOExit Strategy

Page 15: Apr-04Open Source ERP & CRM - © ComPiere, Inc.1 Compiere Open Source ERP & CRM Jorg Janke Principal ComPiere, Inc. Monroe, CT - USA

Apr-04 Open Source ERP & CRM - © ComPiere, Inc. 15

Compiere Networks

User

Developer

Support

Partner

Page 16: Apr-04Open Source ERP & CRM - © ComPiere, Inc.1 Compiere Open Source ERP & CRM Jorg Janke Principal ComPiere, Inc. Monroe, CT - USA

Apr-04 Open Source ERP & CRM - © ComPiere, Inc. 16

Compiere Foundations

Architecture & Motivation

Page 17: Apr-04Open Source ERP & CRM - © ComPiere, Inc.1 Compiere Open Source ERP & CRM Jorg Janke Principal ComPiere, Inc. Monroe, CT - USA

Apr-04 Open Source ERP & CRM - © ComPiere, Inc. 17

Compiere Drivers (1)

Everythingchanges ReportingUser

Interface

ApplicationDictionary

Model Driven Architecture

Page 18: Apr-04Open Source ERP & CRM - © ComPiere, Inc.1 Compiere Open Source ERP & CRM Jorg Janke Principal ComPiere, Inc. Monroe, CT - USA

Apr-04 Open Source ERP & CRM - © ComPiere, Inc. 18

Model Driven Architecture Superb Benefits – Application Dictionary

Extreme fast development Extreme stable application Allows complete data driven navigation

Manageable “Costs” Meta Data = replacing code by data

Developed Version Migration Toolset - from any Release

Windows/Reports creation uses Client CPU Less Overhead than Oracle Applications & SAP

Page 19: Apr-04Open Source ERP & CRM - © ComPiere, Inc.1 Compiere Open Source ERP & CRM Jorg Janke Principal ComPiere, Inc. Monroe, CT - USA

Apr-04 Open Source ERP & CRM - © ComPiere, Inc. 19

Model Driven ArchitectureRequirements

Mostly Text

Deployment

Testing

Coding

Low-LevelDesign

Analysis

PIM

PSM

Code

Code

MD

A S

oftw

are

De

velo

pm

ent L

ife C

ycle

Object Management Group

MDA Standard Body

(UML, Corba, etc.) Compiere is OMG

Domain Member Finance DTF Business Rules SIG

Page 20: Apr-04Open Source ERP & CRM - © ComPiere, Inc.1 Compiere Open Source ERP & CRM Jorg Janke Principal ComPiere, Inc. Monroe, CT - USA

Apr-04 Open Source ERP & CRM - © ComPiere, Inc. 20

Beyond MDA

Requirements

Mostly Text

Deployment

Testing

Coding

Low-LevelDesign

Analysis

PIM

PSM

Code

Code

MD

A S

oftw

are

De

velo

pm

ent L

ife C

ycle Compiere Customization

Engine & Extensions

Compiere is a Platform Specific Model Engine for Business Applications

OMG’s AR/AP Facility Standard to be provided & implemented by Compiere(Mid ’04) followed by GL

Page 21: Apr-04Open Source ERP & CRM - © ComPiere, Inc.1 Compiere Open Source ERP & CRM Jorg Janke Principal ComPiere, Inc. Monroe, CT - USA

Apr-04 Open Source ERP & CRM - © ComPiere, Inc. 21

Compiere Drivers (2a)

100%uptime

Database(PL/SQL)

JDBCApplication

Server

Client

Page 22: Apr-04Open Source ERP & CRM - © ComPiere, Inc.1 Compiere Open Source ERP & CRM Jorg Janke Principal ComPiere, Inc. Monroe, CT - USA

Apr-04 Open Source ERP & CRM - © ComPiere, Inc. 22

Safe Fail

Too many sources for potential failure Hardware – Communication –

Intended Use – Program Issues Ability to tolerate partial system

failure 100% availability

Ability to detect issues Ability to recover

Page 23: Apr-04Open Source ERP & CRM - © ComPiere, Inc.1 Compiere Open Source ERP & CRM Jorg Janke Principal ComPiere, Inc. Monroe, CT - USA

Apr-04 Open Source ERP & CRM - © ComPiere, Inc. 23

Multi-Tier Database Server

Oracle 9i2 Any SQL DB (plan)

Application Server J2EE (JBoss based) Presentation for

HTML Client Java Client

UI GenerationApplication Server Database Server

HTML ClientApplication

JDBC

HTTP

(S)

Java ClientApplication

WindowsLinux/Unix

Page 24: Apr-04Open Source ERP & CRM - © ComPiere, Inc.1 Compiere Open Source ERP & CRM Jorg Janke Principal ComPiere, Inc. Monroe, CT - USA

Apr-04 Open Source ERP & CRM - © ComPiere, Inc. 24

Connection Options Compiere Client

WebStart or Local Java Install LAN WAN or High Latency Networks

Objects on Server (no JDBC connection) Tunnel through HTTP

Compiere Server (Remote POS – Replication/Synchronization)

Page 25: Apr-04Open Source ERP & CRM - © ComPiere, Inc.1 Compiere Open Source ERP & CRM Jorg Janke Principal ComPiere, Inc. Monroe, CT - USA

Apr-04 Open Source ERP & CRM - © ComPiere, Inc. 25

Multi-Tenant (ASP) Client connects to

Host Port Context

Application Client jnp://host:port

Context as Parameter

http://host/context

ApplicationClient Application

Server

http://host/context

ConnectionDetails

Authentification

ApplicationServer

HTMLClient

ServerHost, Port &

Context

Login Screen

Page 26: Apr-04Open Source ERP & CRM - © ComPiere, Inc.1 Compiere Open Source ERP & CRM Jorg Janke Principal ComPiere, Inc. Monroe, CT - USA

Apr-04 Open Source ERP & CRM - © ComPiere, Inc. 26

Compiere Drivers (2b)

DatabaseIndependence

Any SQL Database

JDBC

ApplicationServer

Client

100%uptime

Page 27: Apr-04Open Source ERP & CRM - © ComPiere, Inc.1 Compiere Open Source ERP & CRM Jorg Janke Principal ComPiere, Inc. Monroe, CT - USA

Apr-04 Open Source ERP & CRM - © ComPiere, Inc. 27

Compiere Position

Target MarketFunctionality

Differentiation

Page 28: Apr-04Open Source ERP & CRM - © ComPiere, Inc.1 Compiere Open Source ERP & CRM Jorg Janke Principal ComPiere, Inc. Monroe, CT - USA

Apr-04 Open Source ERP & CRM - © ComPiere, Inc. 28

Target Market Distribution - Retail Service (Project Manufacturer)

Small-Medium Enterprises Individual Companies Distribution Chains & Outlets

Manufacturer Franchise

Page 29: Apr-04Open Source ERP & CRM - © ComPiere, Inc.1 Compiere Open Source ERP & CRM Jorg Janke Principal ComPiere, Inc. Monroe, CT - USA

Apr-04 Open Source ERP & CRM - © ComPiere, Inc. 29

Functionality

RelationManagement

Requisition - Purchase - Invoice - Payment

Quote - Sales Order - Invoice - Receipt

Mat

eria

l, A

sset

s&

Res

ou

rces

Perfo

rma

nce

An

alysis

MRSShop Floor

Payroll

IntegratedBusinessProcesses

Page 30: Apr-04Open Source ERP & CRM - © ComPiere, Inc.1 Compiere Open Source ERP & CRM Jorg Janke Principal ComPiere, Inc. Monroe, CT - USA

Apr-04 Open Source ERP & CRM - © ComPiere, Inc. 30

Functionality “Mapping”

CRM & SMS & HR

PO AP

SO AR

INV

- F

A GLMRS

Shop FloorPayroll

DepartmentalBoundaries

Page 31: Apr-04Open Source ERP & CRM - © ComPiere, Inc.1 Compiere Open Source ERP & CRM Jorg Janke Principal ComPiere, Inc. Monroe, CT - USA

Apr-04 Open Source ERP & CRM - © ComPiere, Inc. 31

Integration

Integrated Application – No Patchwork Designed to work together

Consistent - Learn quickly Functionality

Business Processes Technology

Report Writer Only external Interface work required

Page 32: Apr-04Open Source ERP & CRM - © ComPiere, Inc.1 Compiere Open Source ERP & CRM Jorg Janke Principal ComPiere, Inc. Monroe, CT - USA

Apr-04 Open Source ERP & CRM - © ComPiere, Inc. 32

Multi-Org One Database User

= System Multiple Clients

Multiple Organizations

Data Sharing System Application Dictionary

General Setup Client

Setup & Data Accounting Schema

Organization Transaction

System

Client B

Org 1

Org 3

Org 2

Client A

Org 1

Org 3

Org 2

Database User

Extensive(Row/Column)

Security Rules

Page 33: Apr-04Open Source ERP & CRM - © ComPiere, Inc.1 Compiere Open Source ERP & CRM Jorg Janke Principal ComPiere, Inc. Monroe, CT - USA

Apr-04 Open Source ERP & CRM - © ComPiere, Inc. 33

Multi-Accounting

Multiple Accounting of Documents Management & Legal Reporting Local & Corporate

Accounting Schema Currency Chart-of-Accounts Costing-Method

Document

AccountingConsequence

Page 34: Apr-04Open Source ERP & CRM - © ComPiere, Inc.1 Compiere Open Source ERP & CRM Jorg Janke Principal ComPiere, Inc. Monroe, CT - USA

Apr-04 Open Source ERP & CRM - © ComPiere, Inc. 34

Multi-Lingual

User Environment Translated Screens, Reports Date/Number Format

Documents Product Descriptions, Payment Terms,

… Invoices, Order Acknowledgements,

Page 35: Apr-04Open Source ERP & CRM - © ComPiere, Inc.1 Compiere Open Source ERP & CRM Jorg Janke Principal ComPiere, Inc. Monroe, CT - USA

Apr-04 Open Source ERP & CRM - © ComPiere, Inc. 35

Information Structure

Change ANY time Chart of Accounts Account Segments/Elements

Business Partner, Product, Project, Sales Region, Marketing Campaign,Activity, … User defined

(Multiple) Hierarchies of Account Elements

Re-Post if required

Page 36: Apr-04Open Source ERP & CRM - © ComPiere, Inc.1 Compiere Open Source ERP & CRM Jorg Janke Principal ComPiere, Inc. Monroe, CT - USA

Apr-04 Open Source ERP & CRM - © ComPiere, Inc. 36

Compiere Differentiation

Truly Integrated

Safe Fail

Smart UI

Rich & Reach UI

Global

Mar

ket

Fast

Imple

men

tatio

n

CRM

OLAP

CPU

NetworkNetwork

Page 37: Apr-04Open Source ERP & CRM - © ComPiere, Inc.1 Compiere Open Source ERP & CRM Jorg Janke Principal ComPiere, Inc. Monroe, CT - USA

Apr-04 Open Source ERP & CRM - © ComPiere, Inc. 37

See for yourself Test on your PC

DB, Server and Client on one box 512 MB RAM (more does not hurt) 5 GB Disk space

Installation will take 1-4 hours Dependent on technical experience Faster on Windows than on Linux

Learn with “GardenWorld” Create own Client after you are familiar

with Compiere

Page 38: Apr-04Open Source ERP & CRM - © ComPiere, Inc.1 Compiere Open Source ERP & CRM Jorg Janke Principal ComPiere, Inc. Monroe, CT - USA

Apr-04 Open Source ERP & CRM - © ComPiere, Inc. 38

Next Steps Try for yourself

You’ll get more than you have paid for Use it efficiently

Sign up for 5 day Intensive Training http://www.compiere.com/training

Protect your Investment Get a Support Contract

Downtime Insurance Top of Priority List Preventative Maintenance

Build your own Business - Sign up as Partner

Page 39: Apr-04Open Source ERP & CRM - © ComPiere, Inc.1 Compiere Open Source ERP & CRM Jorg Janke Principal ComPiere, Inc. Monroe, CT - USA

Apr-04 Open Source ERP & CRM - © ComPiere, Inc. 39

Compiere – The safe Choice ! Compiere will not disappear/be

discontinued The user base is far to big

You are not dependent on any Vendor Everything is available to you

You can rely on dependent Help It’s your decision – In-House vs. External Pay for Professional Services not empty License Many alternatives – worldwide!

Check out http://www.compiere.org/support

Page 40: Apr-04Open Source ERP & CRM - © ComPiere, Inc.1 Compiere Open Source ERP & CRM Jorg Janke Principal ComPiere, Inc. Monroe, CT - USA

Apr-04 Open Source ERP & CRM - © ComPiere, Inc. 40

ComPiere, Inc. Initial contributor of Compiere

Located in Connecticut, USA Our “Sales Force”

The Compiere Product and Compiere Partners

Development Effort sponsored by Support Training .. but also directly

Cash Flow positive

See you 24-28 May

Bonn, Germany