Usability - Fabien Pinckaers

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Nom du fichier – à compléter Management Presentation Usability in OpenERP Fabien Pinckaers, Founder & CEO Usability in OpenERP Fabien Pinckaers, Founder & CEO 1
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Transcript of Usability - Fabien Pinckaers

  • 1. Usability in OpenERP Fabien Pinckaers, Founder & CEO Fabien Pinckaers, Founder & CEONom du fichier complter Management Presentation 1

2. Usability is what makes the difference between this... Hmmm, it looksinteresting !Nom du fichier complter Management Presentation 3. and this... Wow ! This isso cool !Nom du fichier complter Management Presentation 4. Usability is about...Usability helps to:Make the product looks sexy, cool and simpleDecrease training and implementation timeMake self-implementation become easier for small businessesIt concerns:Ease of useEase of configuration & deploymentEase of installationNom du fichier complter Management Presentation 5. Its all about a strong process...Its all about a strong process...Nom du fichier complter Management Presentation 6. A continuous improvement process... Innovative ideas come from acontinuous learning processThe key is to learn: Test scenarios with lambda users Online tests with UserTesting.com Contact with community: feedback, launchpad, online customers Test all competitors and organize lambda users tests on themInvolvment in the development process: Sprint Planning: participate to specs Sprint Review: validate developmentsA sensibilisation process: Train and sensibilize all developers Write the useability bookNom du fichier complter Management Presentation 7. Example: A user test Example: A user testNom du fichier complter Management Presentation 7 8. We gave this task to a lambda user:We gave this task to a lambda user: Create a new product which is a White T-Shirt,Create a new product which is a White T-Shirt,stockable product and costs 5 with the supplier stockable product and costs 5 with the supplierCorleone. Corleone. Here is what he did in 2 minutes. Here is what he did in 2 minutes.Nom du fichier complter Management Presentation 9. Our vision since 2005... Display the screencast. Display the screencast.Nom du fichier complter Management Presentation9 10. The problemHe tried to create the product in the searchHe tried to create the product in the searchview thinking it was a search view.view thinking it was a search view.This error has been noticed on 6 users on 10 !This error has been noticed on 6 users on 10 !Nom du fichier complter Management Presentation 11. What we didClearly explain its a search viewWhen he clicked on search, tell him he did the wrong operation.Nom du fichier complter Management Presentation 12. The 4 biggest usability issues The 4 biggest usability issuesto be fixed in v6.1 to be fixed in v6.1Nom du fichier complter Management Presentation 12 13. 4 main usability issuesUse of many2one fields: 70% difficultiesCSV Importation: 60% failedStatus of documents: 30% dont understandConfiguration Steps: 30%Nom du fichier complter Management Presentation 14. Issue 1: Many2one relation fieldsIssue 1: Many2one relation fields Are too complex Are too complexNom du fichier complter Management Presentation 14 15. Many2One in V6.1Use intelligent selection box instead With more...: search window And create...: quick createCust Cust- Customer 1- Customer 2 Name Cus- Customer 3More...Create Details CreateOn Create: Pop-Up are too complex: Quick-create with just the name Possibility to edit in full form viewNom du fichier complter Management Presentation 16. Issue 2: CSV importationIssue 2: CSV importation is too complex is too complexNom du fichier complter Management Presentation 16 17. Old Importation WizardNom du fichier complter Management Presentation 18. Easier import process Better Process Better Process 1. Select a file 1. Select a file 2. Check the preview 2. Check the preview 3. Review Column Header 3. Review Column Header 4. Press Done ! 4. Press Done ! Extras:Extras: -- Better error messagesBetter error messages -- Auto-match columnsAuto-match columns -- Everything in one screenEverything in one screen -- Preview to check charsetPreview to check charset -- No requirement on theNo requirement on theCSV file (header, ...) CSV file (header, ...)Nom du fichier complter Management Presentation 19. Issue 3: Status of the documentsIssue 3: Status of the documentsNom du fichier complter Management Presentation 19 20. Status of documents What does this means ? Internal or supplier approval ? What was the step before ?Nom du fichier complter Management Presentation 20 21. E-commerce barOpenERP Solution: OpenERP Solution:-- Display a dynamic progress bar instead of selection boxDisplay a dynamic progress bar instead of selection box-- Make it clear what are the previous and next stepsMake it clear what are the previous and next steps-- Improve tooltipsImprove tooltips Nom du fichier complter Management Presentation 21 22. Issue 4: Configuration of the system Issue 4: Configuration of the systemNom du fichier complter Management Presentation 22 23. Configuration TroublesCurrent Troubles: You have to configure before using Configuration wizards can be long Complex to understand without demo data You dont want to configure at the installation: Example 1: upload your company logo Example 2: Configuration of PayrollYou dont know what and how to configureNom du fichier complter Management Presentation 24. Click 1: Subscription/ DB CreationThe user fill the form on openerp.comNom du fichier complter Management Presentation 25. Click 2: select an application No Wizard: directly in the application. No Wizard: directly in the application.You can use directly. You can use directly.Nom du fichier complter Management Presentation 26. Click 3 : Create a documentNom du fichier complter Management Presentation 27. Click 4: Create your invoiceCust Cust No need to configureNo need to configure- Customer 1 products & partnersproducts & partners- Customer 2NameCusCreate on the fly with theCreate on the fly with the- Customer 3 new many2one fieldsnew many2one fields More... Create CreateNo complex pop-up forNo complex pop-up for search or product formsearch or product form Nom du fichier complter Management Presentation 28. Click 5: Configure when you need itNom du fichier complter Management Presentation 29. Conclusion We did a great work to make OpenERP easy to use in V6.0. We should make it easy to configure and start with in V6.1.I showed some examples, but they are hundreds ofsmall details to improve. We need your help; feedback is welcome on Launchpad !Nom du fichier complter Management Presentation