需求分析和规划

Requirements analysis and planning are the keys to the success of an implementation. At this stage, you should set up a management team to define the costs and benefits of the project, select a project team, and set out the detailed stages that will have to be carried out.

OpenERP is so easy to start using that it is not always obvious, particularly to IT staff, that a clear requirements plan is necessary for implementing the system successfully. The difficulty is not particularly in installing the software nor in configuring it, but rather more about:

• 知道如何配置，

• 若您决定，为您专业工艺流程来适应软件或者改变您的工作方法，

• 可以在的一些特定变动和工作上形成团队，

• 确保你的用户都致力于变更。

ERP系统的实施是一个利用信息技术来开展的项目，但它是一个商业项目而不是一个IT项目本身的商业项目。这类项目的挑战是改变那些各级企业所涉及的旧有的习惯行为。因此ERP实施，是非常有难度滴哦！

People in the IT department will certainly be an integral part of the project, but they should be managed by someone in a senior position, who both understands the business impact across the organization and has experience of technical projects. Ideally, the project manager should know the company well, both its specific quirks and its different standard cross-company processes.

If the enterprise does not have its own IT group, you are probably better off opting for a SaaS offer. This means that you subcontract all the difficult technology, from the installation of the server to its maintenance, all the while being assured of the installation of a robust architecture with its redundancy, backed-up servers, and separation of authentication and data.

规划方法

计划方法因其复杂程度，正式程度、以及自动化水平不同而有所差异。这本章所的目的也不是要把你从一种方法转到另外一种方法。

OpenERP’s menus are organized to lead you through an implementation in a sensible order, so that information that has to be entered first is encountered first in the menu system. Forms are also organized so that if you enter data in the natural order, you will get later fields completed automatically by the earlier ones where possible. And demonstration data illustrates how OpenERP’s functional areas are linked from one to the other

The menus themselves hint at several helpful implementation suggestions, for example, the sub-menus of Administration ‣ Configuration are useful for the configuration of the software. New functions such as the Module Recorder enable you to significantly accelerate the configuration of data.