building your startup with open source tools

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Building your startup lean Victor Reyes Heitmann

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Page 1: Building your startup with Open Source Tools

Building your startuplean

Victor Reyes Heitmann

Page 2: Building your startup with Open Source Tools

Startup Challenges

• CRM (Keep track of your customers)

• ERP (Keep track of the financial aspects)

• Project Management (manage your

projects)

Victor Reyes Heitmann

Page 3: Building your startup with Open Source Tools

Who uses Drupal

• whitehouse.gov

• theeconomist.com

• dhv.gov (Homeland Security)

• Tesla Motors

• Nvidia (developer site)

• LinkedIN (developer site)

• Twitter (developer site)

• Washington Post

Victor Reyes Heitmann

Page 4: Building your startup with Open Source Tools

1. User Stories - Word / Open Offices …

2. Project Management - Jira/Redmine …

3. Timetracking - Harvest, Notebook ..

4. CRM - CiviCRM, Podio ..

5. Budget/Invoices - Xero/Excel/Google Docs ..

Whats out there?

Victor Reyes Heitmann

Page 5: Building your startup with Open Source Tools

Take control over your finances with

What do I get with ERPAL ?

• Project management

• (time tracking, payments, agile and fixed pricing, expenses, Gantt charts, requirements management) with freelancer support

• Document management and document creation

• Contract management with reccuring invoices

• Employee management (overtime, holidays, costs)

• Invoice creation and PDF export

• Calendars

Download a version and http://www.erpal.info

Victor Reyes Heitmann

One platform for all company processes, projects, teams and financial data

Page 6: Building your startup with Open Source Tools

Take control over your finances with

Victor Reyes Heitmann

Page 7: Building your startup with Open Source Tools

Take control over your finances with

Victor Reyes Heitmann

Page 8: Building your startup with Open Source Tools

Features in CiviCRM :

• Contact management

• Contributions

• Communications

• Events

• Members

• Reports

• Case Management

Victor Reyes Heitmann

Page 9: Building your startup with Open Source Tools

• Define your own contribution types for the different contributions your organization receives: in-kind, cash, and volunteer time, for

example.

Add custom fields to track extra information about a contribution or contributor (for example, specific information required by the FEC for

campaign contributions).

Create as many different online contribution pages as you need - for different campaigns, chapters, etc.

Automatically generate receipts, and track thank-you notes

Easily import and export contribution data to/from other systems like an accounting package.

Search for contributions by type, amount, date, etc.

Offer a selection of premiums (thank-you gifts) to your contributors

View past contributions when viewing any contact record

Victor Reyes Heitmann

What is Contributions ? and why do I need it ?

Page 10: Building your startup with Open Source Tools

Discussions, Notifications, & Messaging

Open Atrium can be restricted to as few as two people or opened up to the whole organization,

and can be restricted based on a user’s projects, teams, or organization membership.

Users can subscribe to specific discussions and communicate through the email notifications feature,

allowing teams to stay better in touch with the information that matters most.

Knowledge Management

Open Atrium allows for the simple storage and sharing of documents and media within groups or to the global organization.

Open Atrium comes standard with full Media support and the ability to attach and store files, images, and video with

documents assigned to specific discussions and groups.

Project Management with

Victor Reyes Heitmann

Page 11: Building your startup with Open Source Tools

Project Management with

Events

Manage upcoming events with integrated calendars.

Discussions

Communicate, collaborate, and exchange ideas securely.

Multimedia

Embed, store, and access files, images, & videos. Store once. Use Sitewide.

Mobile Optimized

Create, publish, and access anywhere. No app required.

Worktracker

Monitor projects, milestones, & deliverables.

Documents

Create, attach, store, share, and collaborate.

Victor Reyes Heitmann

Page 12: Building your startup with Open Source Tools

Data Security

Granular access control, sitewide.

Identity Management

Roles, Permissions, & LDAP integration.

Activity Streams

Consistently monitor work and communications at a glance.

Workflow

Appropriately manage and publish content.

Notifications

Subscribe, notify, & respond in email.

Tags & Taxonomies

Content categorization for quick and seamless access.

Project Management with

Victor Reyes Heitmann

Page 13: Building your startup with Open Source Tools

You can download it here

http://www.erpal.info

http://openatrium.com/

https://civicrm.org/download

Victor Reyes Heitmann

Page 14: Building your startup with Open Source Tools

They all can connect to each other

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