Nom du fichier – à compléter Management Presentation
Usability in OpenERPFabien Pinckaers, Founder & CEO
Usability in OpenERPFabien Pinckaers, Founder & CEO
1
Nom du fichier – à compléter Management Presentation
Usability is what makes the difference between this...
Hmmm, it looksinteresting !
Nom du fichier – à compléter Management Presentation
and this...
Wow ! This isso cool !
Nom du fichier – à compléter Management Presentation
Usability is about...
Usability helps to:
Make the product looks sexy, cool and simple Decrease training and implementation time Make self-implementation become easier for small businesses
It concerns:
Ease of use Ease of configuration & deployment Ease of installation
Nom du fichier – à compléter Management Presentation
It's all about a strong process...It's all about a strong process...
Nom du fichier – à compléter Management Presentation
A continuous improvement process...
The 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 them
Involvment in the development process: Sprint Planning: participate to specs Sprint Review: validate developments
A sensibilisation process: Train and sensibilize all developers Write the useability book
Innovative ideas come from a continuous learning process
Nom du fichier – à compléter Management Presentation
Example: A user testExample: A user test
7
Nom du fichier – à compléter Management Presentation
We gave this task to a lambda user:
Create a new product which is a “White T-Shirt”, stockable product and costs 5€ with the supplier Corleone.
→ Here is what he did in 2 minutes.
We gave this task to a lambda user:
Create a new product which is a “White T-Shirt”, stockable product and costs 5€ with the supplier Corleone.
→ Here is what he did in 2 minutes.
Nom du fichier – à compléter Management Presentation
Our vision since 2005...
9
Display the screencast.Display the screencast.
Nom du fichier – à compléter Management Presentation
He tried to create the product in the search view thinking it was a search view.
This error has been noticed on 6 users on 10 !
He tried to create the product in the search view thinking it was a search view.
This error has been noticed on 6 users on 10 !
The problem
Nom du fichier – à compléter Management Presentation
What we did
Clearly explain it's a search view
When he clicked on search, tell him he did the wrong operation.
Nom du fichier – à compléter Management Presentation 12
The 4 biggest usability issuesto be fixed in v6.1
The 4 biggest usability issuesto be fixed in v6.1
Nom du fichier – à compléter Management Presentation
4 main usability issues
Use of many2one fields: 70% difficulties CSV Importation: 60% failed Status of documents: 30% don't understand Configuration Steps: 30%
Nom du fichier – à compléter Management Presentation 14
Issue 1: Many2one relation fieldsAre too complex
Issue 1: Many2one relation fieldsAre too complex
Nom du fichier – à compléter Management Presentation
Many2One in V6.1
Use intelligent selection box instead• With “more...”: search window• And “create...”: quick create
On Create: Pop-Up are too complex:• Quick-create with just the name• Possibility to edit in full form view
Cust
- Customer 1- Customer 2- Customer 3
More... Create
Cust
Details
Name Cus
Create
Nom du fichier – à compléter Management Presentation 16
Issue 2: CSV importationis too complex
Issue 2: CSV importationis too complex
Nom du fichier – à compléter Management Presentation
Old Importation Wizard
Nom du fichier – à compléter Management Presentation
Better Process1. Select a file2. Check the preview3. Review Column Header4. Press Done !
Better Process1. Select a file2. Check the preview3. Review Column Header4. Press Done !
Easier import process
Extras:- Better error messages- Auto-match columns- Everything in one screen- Preview to check charset- No requirement on the
CSV file (header, ...)
Extras:- Better error messages- Auto-match columns- Everything in one screen- Preview to check charset- No requirement on the
CSV file (header, ...)
Nom du fichier – à compléter Management Presentation 19
Issue 3: Status of the documentsIssue 3: Status of the documents
Nom du fichier – à compléter Management Presentation 20
Status of documents
What does this means ?Internal or supplier approval ?What was the step before ?
Nom du fichier – à compléter Management Presentation
E-commerce bar
21
OpenERP Solution:- Display a dynamic progress bar instead of selection box- Make it clear what are the previous and next steps- Improve tooltips
OpenERP Solution:- Display a dynamic progress bar instead of selection box- Make it clear what are the previous and next steps- Improve tooltips
Nom du fichier – à compléter Management Presentation 22
Issue 4: Configuration of the systemIssue 4: Configuration of the system
Nom du fichier – à compléter Management Presentation
Configuration Troubles
Current Troubles:
You have to configure before using Configuration wizards can be long Complex to understand without demo data You don't want to configure at the installation:
• Example 1: upload your company logo• Example 2: Configuration of Payroll
You don't know what and how to configure
Nom du fichier – à compléter Management Presentation
Click 1: Subscription/ DB Creation
The user fill the form on openerp.com
Nom du fichier – à compléter Management Presentation
Click 2: select an application
No Wizard: directly in the application.You can use directly.
No Wizard: directly in the application.You can use directly.
Nom du fichier – à compléter Management Presentation
Click 3 : Create a document
Nom du fichier – à compléter Management Presentation
Click 4: Create your invoice
Cust
- Customer 1- Customer 2- Customer 3
More... Create
Cust
Create
Name Cus
No need to configure products & partners
Create on the fly with the new many2one fields
No complex pop-up for search or product form
No need to configure products & partners
Create on the fly with the new many2one fields
No complex pop-up for search or product form
Nom du fichier – à compléter Management Presentation
Click 5: Configure when you need it
Nom du fichier – à compléter Management Presentation
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 of small details to improve. We need your help;
feedback is welcome on Launchpad !
Top Related