The Making Of OpenERP

The Making Of OpenERP:

I needed to change the world. I wanted to ... You know how it is when you are young; you have big dreams, a lot of energy and naïve stupidity. My dream was to lead the enterprise management market with a fully open source software. (I also wanted to get 100 employees before 30 years old with a self-financed company but I failed this one by a few months).
To fuel my motivation, I had to pick someone to fight against. In business, it's like a playground. When you arrive in a new school, if you want to quickly become the leader, you must choose the class bully, the older guy who terrorises small boys, and kick his butt in front of everyone. That was my strategy with SAP, the enterprise software giant.
So, in 2005, I started to develop the TinyERP product, the software that (at least in my mind) would change the enterprise world. While preparing for the "day of the fight" in 2006, I bought the SorrySAP.com domain name. I put it on hold for 6 years, waiting for the right moment to use it. I thought it would take 3 years to deprecate a 77 billion dollars company just because open source is so cool. Sometimes it's better for your self-motivation not to face reality...
To make things happen, I worked hard, very hard. I worked 13 hours a day, 7 days a week, with no vacations for 7 years. I lost friendships and broke up with my girlfriend in the process (fortunately, I found a more valuable wife now. I will explain later why she is worth 1 million EUR :).
Three years later, I discovered you can't change the world if you are "tiny". Especially if the United States is part of this world, where it's better to be a BigERP, rather than a TinyERP. Can you imagine how small you feel in front of Danone's directors asking; "but why should we pay millions of dollars for a tiny software?" So, we renamed TinyERP to OpenERP.
As we worked hard, things started to evolve. We were developing dozens of modules for OpenERP, the open source community was growing and I was even able to pay all employees' salaries at the end of the month without fear (which was a situation I struggled with for 4 years).
In 2010, we had a 100+ employees company selling services on OpenERP and a powerful but ugly product. This is what happens when delivering services to customers distracts you from building an exceptional product.
It was time to do a pivot in the business model.

The Pivot

We wanted to switch from a service company to a software publisher company. This would allow to increase our efforts in our research and development activities. As a result, we changed our business model and decided to stop our services to customers and focus on building a strong partner network and maintenance offer. This would cost money, so I had to raise a few million euros.
After a few months of pitching investors, I got roughly 10 LOI from different VCs. We chosed Sofinnova Partners, the biggest European VC, and Xavier Niel the founder of Iliad, the only company in France funded in the past 10 years to have reached the 1 billion euro valuation.
I signed the LOI. I didn't realize that this contract could have turned me into a homeless person. (I already had a dog, all I needed was to lose a lot of money to become homeless). The fund raising was based on a company valuation but there was a financial mechanism to re-evaluate the company up by 9.8 m€ depending on the turnover of the next 4 years. I should have received warrants convertible into shares if we achieved the turnover targeted in the business plan.
The night before receiving the warrants in front of the notary, my wife checked the contracts. She asked me what would be the taxation on these warrants. I rang the lawyer and guess what? Belgium is probably the only country in the world where you have to pay taxes on warrants when you receive them, even if you never reach the conditions to convert them into shares. If I had accepted these warrants, I would have had to pay a 12.5% tax on 9.8 m€; resulting in a tax of 1.2m€ to pay in 18 months! So, my wife is worth 1.2 million EUR. I would have ended up a homeless person without her, as I still did not have a salary at that time.
We changed the deal and I got the 3 million EUR. It allowed me to recruit a rocking management team.

Being a mature company

With this money in our bank account, we boosted two departments: R&D and Sales. We burned two million EUR in 18 months, mostly in salaries. The company started to grow even faster. We developed a partner network of 500 partners in 100 countries and we started to sign contracts with 6 zeros.
Then, things became different. You know, tedious things like handling human resources, board meetings, dealing with big customer contracts, traveling to launch international subsidiaries. We did boring stuff like budgets, career paths, management meetings, etc.
2011 was a complex year. We did not meet our expectations: we only achieved 70% of the forecasted sales budget. Our management meetings were tense. We under performed. We were not satisfied with ourselves. We had a constant feeling that we missed something. It's a strange feeling to build extraordinary things but to not be proud of ourselves.
But one day, someone (I don't remember who, I have a goldfish memory) made a graph of the monthly turnover of the past 2 years. It was like waking up from a nighmare. In fact, it was not that bad, we had multiplied by 10 the monthly turnover over the span of roughly two years! This is when we understood that OpenERP is a marathon, not a sprint. Only 100% growth a year is ok... if you can keep the rhythm for several years.
 
OpenERP Monthly Turnover
As usual, I should have listened to my wife. She is way more lucid than I am. Every week I complained to her "it's not good enough, we should grow faster, what am I missing?" and she used to reply; "But you already are the fastest growing company in Belgium!". (Deloitte awarded us as the fastest growing company of Belgium with 1549% growth of the turnover between 2007 and 2011)

Changing the world

Then, the dream started to become reality. We started to get clues that what we did would change the world:

• With 1.000 installations per day, we became the most installed management software in the world,
• Analysts from Big 4 started to prefer OpenERP over SAP,
• OpenERP is now a compulsory subject for the baccalaureate in France like Word, Excel and Powerpoint
• 60 new modules are released every month (we became the wikipedia of the management software thanks to our strong community)

Something is happening... And it's big!
OpenERP 7.0 is about to be released and I know you will be astonished by it.
The official release is planned for the 21th of December. As the Mayas predicted it, this is the end of an age, the old ERP dinosaurs.
It's time to pull out the Ace: the SorrySAP.com domain name that I bought 6 years ago.

Fabien Pinckaers,

OpenERP Founder

Windows 8 — Disappointing Usability for Both Novice and Power Users

Windows 8 — Disappointing Usability for Both Novice and Power Users:

Jakob Nielsen's Alertbox, November 19, 2012

Summary:
Hidden features, reduced discoverability, cognitive overhead from dual environments, and reduced power from a single-window UI and low information density. Too bad.

With the recent launch of Windows 8 and the Surface tablets, Microsoft has reversed its user interface strategy. From a traditional Gates-driven GUI style that emphasized powerful commands to the point of featuritis, Microsoft has gone soft and now smothers usability with big colorful tiles while hiding needed features.
The new design is obviously optimized for touchscreen use (where big targets are helpful), but Microsoft is also imposing this style on its traditional PC users because all of Windows 8 is permeated by the tablet sensibility.
How well does this work for real users performing real tasks? To find out, we invited 12 experienced PC users to test Windows 8 on both regular computers and Microsoft's new Surface RT tablets.

Double Desktop = Cognitive Overhead and Added Memory Load

The Roman god Janus; Dr. Jekyll and Mr. Hyde; even Batman's arch-foe Two-Face — human culture is fascinated by duality. We can now add Windows 8 to this list. The product shows two faces to the user: a tablet-oriented Start screen and a PC-oriented desktop screen.
Unfortunately, having two environments on a single device is a prescription for usability problems for several reasons:

• Users have to learn and remember where to go for which features.
• When running web browsers in both device areas, users will only see (and be reminded of) a subset of their open web pages at any given time.
• Switching between environments increases the interaction cost of using multiple features.
• The two environments work differently, making for an inconsistent user experience.

Lack of Multiple Windows = Memory Overload for Complex Tasks

One of the worst aspects of Windows 8 for power users is that the product's very name has become a misnomer. "Windows" no longer supports multiple windows on the screen. Win8 does have an option to temporarily show a second area in a small part of the screen, but none of our test users were able to make this work. Also, the main UI restricts users to a single window, so the product ought to be renamed "Microsoft Window."
The single-window strategy works well on tablets and is required on a small phone screen. But with a big monitor and dozens of applications and websites running simultaneously, a high-end PC user definitely benefits from the ability to see multiple windows at the same time. Indeed, the most important web use cases involve collecting, comparing, and choosing among several web pages, and such tasks are much easier with several windows when you have the screen space to see many things at once.
When users can't view several windows simultaneously, they must keep information from one window in short-term memory while they activate another window. This is problematic for two reasons. First, human short-term memory is notorious weak, and second, the very task of having to manipulate a window—instead of simply glancing at one that's already open—further taxes the user's cognitive resources.

Flat Style Reduces Discoverability

The Windows 8 UI is completely flat in what used to be called the "Metro" style and is now called the "Modern UI." There's no pseudo-3D or lighting model to cast subtle shadows that indicate what's clickable (because it looks raised above the rest) or where you can type (because it looks indented below the page surface).
I do think Metro/Modern has more elegant typography than past UI styles and that the brightly colored tiles feel fresh.
But the new look sacrifices usability on the altar of looking different than traditional GUIs. There's a reason GUI designers used to make objects look more detailed and actionable than they do in the Metro design. As an example, look at this settings menu:

The bottom of the Windows 8 settings menu on Surface RT.
Where can you click? Everything looks flat, and in fact "Change PC settings" looks more like the label for the icon group than a clickable command. As a result, many users in our testing didn't click this command when they were trying to access one of the features it hides.
(In that task, we asked users to change the start screen background color. As a further problem, the very command label had misleading information scent for some users; they thought of the Surface as a tablet, not a "PC.")
We also saw problems with users overlooking or misinterpreting tabbed GUI components because of the low distinctiveness of the tab selection and the poor perceived affordance of the very concept of clickable tabs.
Icons are flat, monochromatic, and coarsely simplified. This is no doubt a retort to Apple's overly tangible, colorful, and extremely detailed "skeuomorphic" design style in iOS. For once, I think a compromise would be better than either extreme. In this case, we often saw users either not relating to the icons or simply not understanding them.
Icons are supposed to (a) help users interpret the system, and (b) attract clicks. Not the Win8 icons.

Low Information Density

The available advice on designing for the "modern UI style" seems to guide designers to create applications with extraordinarily low information density. See, for example, the following screenshots:

Start screens from the Bing Finance (top) and Los Angeles Times (bottom) apps for the Surface tablet.
Despite running on a huge 10.6-inch tablet, Bing Finance shows only a single story (plus 3 stock market quotes) on the initial screen. The Los Angeles Times is not much better: this newspaper app's initial screen is limited to 3 headlines and an advertisement. In fact, they don't even show the lead story's full headline and the summary has room for only 7 words. Come on, this tiny amount of news is all you can fit into 1366 × 768 pixels?

www.latimes.com in the tablet-mode browser.
Visiting the newspaper's website in Internet Explorer gives you much more information, though it's remarkable that the site still doesn't exploit the real estate offered by the widescreen aspect ratio on the Surface (and many full-sized computers). The website shows 9 stories (and 3 ads) in the same space as the 3 stories offered by the Metro app. Plus we get full summaries of the top articles.
Yes, big photos are nice. Yes, spacious layouts are nice. But you don't have to be a fanatic follower of Edward Tufte to want a bit more "data ink" on the screen.
As a result of the Surface's incredibly low information density, users are relegated to incessant scrolling to get even a modest overview of the available information.
As it turns out, users didn't mind horizontal scrolling on the Surface, which is interesting given that horizontal scrolling is a usability disaster for websites on desktop computers. Still, there's such a thing as too much scrolling, and users won't spend the time to move through large masses of low-density information.

Overly Live Tiles Backfire

Live tiles are one of the UI advances in Windows 8. Instead of always representing an app with the same static icon, a live tile summarizes current information from within the app. This works well when used judiciously. Good examples include:

• Weather app showing current (or predicted) temperature and precipitation
• Email app showing the subject line of the latest incoming message
• Calendar app showing your next appointment
• Stock market app showing the current market level

Unfortunately, application designers immediately went overboard and went from live tiles to hyper-energized ones. To illustrate …
Quick, without reading the caption, which apps do the following 4 tiles represent?

Live tiles for (clockwise from upper left): Urbanspoon, Los Angeles Times, Newegg, and Epicurious.
Newegg is the only app that includes its full name in the tile. When we asked participants to use the other apps, they couldn't find them. This on a new tablet with only a few applications installed. We know from our user testing of other tablets and mobile devices that users quickly accumulate numerous applications, most of which they rarely use and can barely recognize—even with static icons that never change.
The theory, no doubt, is to attract users by constantly previewing new photos and other interesting content within the tiles. But the result makes the Surface start screen into an incessantly blinking, unruly environment that feels like dozens of carnival barkers yelling at you simultaneously.

Charms Are Hidden Generic Commands

One of the most promising design ideas in Windows 8 is the enhanced use of generic commands in the form of the so-called "charms." The charms are a panel of icons that slide in from the screen's right side after a flicking gesture from its right edge (on a tablet) or after pointing the mouse to the screen's upper-right corner (on a computer).
The charms panel includes features like Search, Share (including email), and Settings that apply to whatever content the user is currently viewing. In principle, it's great to have these commands universally available in a single, uniform design that's always accessed the same way.
In practice, the charms work poorly — at least for new users. The old saying, out of sight, out of mind, turned out to be accurate. Because the charms are hidden, our users often forgot to summon them, even when they needed them. In applications such as Epicurious, which included a visible reminder of the search feature, users turned to search much more frequently.
Hiding commands and other GUI chrome makes sense on small mobile phones. It makes less sense on bigger tablet screens. And it makes no sense at all on huge PC screens.
Furthermore, the charms don't actually work universally because they're not true generic commands. In our test, users often clicked Search only to be told, "This application cannot be searched." Enough disappointments and users will stop trying a feature. (Also, of course, it violates basic usability guidelines; that is, you shouldn't tease users by offering a feature that isn't actually available.)
Finally, not all users understood that the commands are context dependent and do different things on different pages.
Many other features are initially hidden and are revealed only when users perform specific and often convoluted gestures. For example, all of our users had great difficulty with an extraordinarily basic task: changing the city in the weather app. Obvious gestures, such as clicking the name of the current city to change locations, didn't work. Users' difficulties were exacerbated by the fact that the "Modern" GUI style doesn't indicate which words and fields are active and/or can be changed.
What's the long-term usability of the hidden features in Windows 8? We might expect users to grow accustomed to the need to reveal the charms and other non-visible commands, even though this imposes additional cognitive overhead on using the system. That is, people must think to do something, rather than being reminded to do something, and thus users will sometimes neglect useful Win8 features.
Also, the familiarity bred by long-term use might be counteracted by the fact that well-designed websites have trained users to expect important features to be shown directly in the context in which they're needed. You simply can't design a website with hidden features and expect it to be used: website features are usually ephemeral, meaning that they must be explicitly represented if they're to gather any use.
Thus, people's experience with the web excerpts a powerful pull in the direction of expecting visible features. It remains to be seen whether the Surface tablet's physical presence creates enough of an opposing pull to remind people to look for hidden features when they're using Surface apps.

Error-Prone Gestures

The tablet version of Windows 8 introduces a bunch of complicated gestures that are easy to get wrong and thus dramatically reduce the UI's learnability. If something doesn't work, users don't know whether they did the gesture wrong, the gesture doesn't work in the current context, or they need to do a different gesture entirely. This makes it hard to learn and remember the gestures. And it makes actual use highly error-prone and more time-consuming than necessary.
The worst gesture might be the one to reveal the list of currently running applications: you need to first swipe from the screen's left edge, and then immediately reverse direction and do a small swipe the other way, and finally make a 90-degree turn to move your finger to a thumbnail of the desired application. The slightest mistake in any of these steps gives you a different result.
The UI is littered with swipe ambiguity, where similar (or identical) gestures have different outcomes depending on subtle details in how they're activated or executed. For example, start swiping from the right to the left and you will either scroll the screen horizontally or reveal the charm bar, depending on exactly where your finger first touched the screen. This was very confusing to the users in our study.

Windows 8 UX: Weak on Tablets, Terrible for PCs

As mentioned in the introduction, Windows 8 encompasses two UI styles within one product. Windows 8 on mobile devices and tablets is akin to Dr. Jekyll: a tortured soul hoping for redemption. On a regular PC, Windows 8 is Mr. Hyde: a monster that terrorizes poor office workers and strangles their productivity.
Although Win8 has usability issues on tablets, there's nothing that a modest redesign can't fix. In fact, usability could be substantially improved by revising the application guidelines to emphasize restrained use of active tiles, higher information density, better visibility of key features, and many other usability guidelines we've already discovered in testing other tablets.
(I was stunned to see the Architectural Digest app for Surface replicate a host of well-documented usability bloopers, such as not making the cover headlines clickable. Swipe ambiguity ran rampant, and users were often lost in this app's confusing combination of vertical and horizontal scrolling. All of this could have been avoided by reading reports we have published for free. I can just barely understand companies that ruin their user experience because they don't want to pay $298 to find out what the usability research says. But to create a bad app to save no money seems a puzzle.)
I have great hopes for Windows 9 on mobile and tablets. Just as Windows 7 was "Vista Done Right," it's quite likely that the touchscreen version of Windows 9 will be "Windows 8 Done Right."
The situation is much worse on regular PCs, particularly for knowledge workers doing productivity tasks in the office. This used to be Microsoft's core audience, and it has now thrown the old customer base under the bus by designing an operating system that removes a powerful PC's benefits in order to work better on smaller devices.
The underlying problem is the idea of recycling a single software UI for two very different classes of hardware devices. It would have been much better to have two different designs: one for mobile and tablets, and one for the PC.
I understand why Microsoft likes the marketing message of "One Windows, Everywhere." But this strategy is wrong for users.

I Don't Hate Microsoft

Because this column is very critical of Microsoft's main product, some people will no doubt accuse me of being an Apple fanboy or a Microsoft hater. I'm neither. I switched from Macintosh to Windows many years ago and have been very pleased with Windows 7.
I am a great fan of the dramatic "ribbon" redesign of Office (we later gave several awards to other applications that adapted this UI innovation), and I proclaimed the Kinect an "exciting advance in UI technology." I have many friends who work at Microsoft and know that it has many very talented usability researchers and UI designers on staff.
I have nothing against Microsoft. I happen to think that Windows 7 is a good product and that Windows 8 is a misguided one. I derived these conclusions from first principles of human–computer interaction theory and from watching users in our new research. One doesn't have to hate or love a company in order to analyze its UI designs.
I'll stay with Win7 the next few years and hope for better times with Windows 9. One great thing about Microsoft is that they do have a history of correcting their mistakes.

Learn More

293-page report on Usability of Mobile Websites and Applications with 237 design guidelines and 479 screenshots is available for download.
Full-day training courses at the annual Usability Week conference:

• Mobile User Experience 1: Usability of Websites and Apps on Mobile Devices,
• Mobile User Experience 2: Touchscreen Application Usability
• Visual Design for Mobile Devices and Tablets (2-day course)
• Application Usability (2-day course)

Against the Enterprise Architect as God (or not)

Against the Enterprise Architect as God (or not):
Over the last two years, I have been gaining experience on the Architecture side of the IT world, as a Technical Architect, as an Integration Architect and most recently as a Solution Architect.
I have some aspirations, which may or may not be realised, to gain experience as an Enterprise Architect in my next role.
It was therefore with some interest that I read this article, The enterprise architect’s Achilles heel, by Mark McDonald, in Technology Spectator, this morning.
I thought the article was very interesting because, having been reading a bunch of job adverts for EA roles, you would certainly get the feeling that the company was looking for a god-like figure as their new enterprise architect!!
In my experience, all the high-level architects I have worked with recently, did not have an omniscient view of the enterprise at all. In most cases, they had a rough idea of how things worked in any given area and had to ask questions in order to get a greater understanding. They would be the first to admit that they did not know everything.
In many meetings I attended, many of the attendees. who were working as solution and/or end-to-end architects, were often speaking about topics about which they only had the vaguest knowledge or understanding!
This was in a telecommunications company, which are by their very nature, extremely complex; so it is not really surprising to me that this was the case.
All enterprises are complex in their own way and I quite agree with the author that you cannot compare an enterprise to a plane or a building and, therefore, an enterprise which gives ultimate control to an enterprise architect, who is after all just human and therefore fallible, is probably setting itself up for problems down the line.
Read the whole thing, as they say!!

Your Cheques will become Invalid from Jan 1, 2013 – Find out WHY ?

Your Cheques will become Invalid from Jan 1, 2013 – Find out WHY ?:
It might happen that your cheque’s start bouncing and do not get accepted from Jan 1, 2013 . There is a new standard in banking called as Cheque Truncation System or CTS 2010 , which all the banks have to follow now. RBI has issued a circular telling all banks that they should only process and accept those cheques which follow CTS guidelines.

What is Cheque Truncation System or CTS ?

Its just a new improved structure for chqeues and a set of guidelines which will change the way cheques are being processed and cleared. Right now, all the cheques are sent directly physical to the other bank for clearance, but with this new Cheque Truncation System guidelines, the banks will send the digital version of cheques (read scanned image) to the other bank and the clearance will happen almost same day or very fast. Some of the features of CTS cheques would be

• It would have the wordings “please sign above this line” at right bottom

• All CTS-2010 cheques will have a watermark with the words “CTS INDIA”, which can be seen against a light

• A bank logo will be on cheque with a Ultra Violet Ink , which can be seen only under UV Scanners.

• The CTS 2010 enabled cheques will not allow any alterations. If there is any mistakes, the cheque will be invalid

• “payable at par at all branches of the bank in India” text will be at the bottom of all the cheques

• There will be IFSC and MICR code on the cheque

• You will have to sign the cheque will a darker ink, so that your signatures are valid for scanning.

If you look at these features, you can simply see that these are required for digital processing and once these Cheque Truncation System enabled cheques arrive , the whole banking system will start clearing the cheques in a must faster time. This will improve banking and save paper . Below is a sample of cheque which fulfil CTS criteria’s.

SBI has already told all its customers to get new cheques because all the old cheques will become invalid , In the same way HDFC bank and ICICI bank have also told their customers to get new cheque books.

What you must do ?

1. Replace your Post Dated Cheques
If you have given any post dated cheques to someone like for your home loan payments or for some other kind of payment, then its the time to replace them with fresh cheques else it will just bounce and you might have to pay the bounce charges
Deposit any Old Cheque now
At times, we accumulate old cheques and deposit them for clearing only after many days or weeks. If you have any cheque which is to be cleared, better deposit it and encash !
A lot of banks have also asked its customers to give return back the old invalid cheques at their branch and collect new cheques, not sure why they need old cheques , why cant they issue the new cheques directly ? Also note that the cheques will be sent to the last updated address only. Learn more about CTS here . I hope you are clear about Cheque Truncation System (CTS) and how your cheques will become invalid from Jan 1,2013

The greatest Google Mail feature you may not be using

The greatest Google Mail feature you may not be using:

There's a wonderfully powerful and subtle technique in Google Mail that can be used to enhance every reply you make to a mail: if you select an area of a message and then hit Reply only the selected text will be quoted in the response.
For example, here's an email I need to reply to:

If I simply hit Reply then the entire original message is quoted in the response:

But if I first select the piece that's important to me:

And then hit reply, only that part is in the response:

Use this to respond to just the right parts of a message and cut down those enormous chains of replies where the messages grow and grow and grow.

If you enjoyed this blog post, you might enjoy my travel book for people interested in science and technology: The Geek Atlas. Signed copies of The Geek Atlas are available. Looking for a new job? Try UseTheSource.