{"id":1612,"date":"2025-07-09T13:32:19","date_gmt":"2025-07-09T13:32:19","guid":{"rendered":"https:\/\/dasaw.consulting\/?post_type=download&#038;p=1612"},"modified":"2025-07-09T14:58:00","modified_gmt":"2025-07-09T14:58:00","slug":"erp-crm","status":"publish","type":"download","link":"http:\/\/dasaw.consulting\/en\/downloads\/erp-crm\/","title":{"rendered":"ERP &amp; CRM"},"content":{"rendered":"<p><strong>\ud83c\udfaf Objective:<\/strong><br>Mettre en place un syst\u00e8me int\u00e9gr\u00e9 de gestion pour piloter l\u2019activit\u00e9 globale d\u2019une organisation.<\/p>\n\n\n\n<p><strong>\ud83d\udcdd Description:<\/strong><br>D\u00e9ploiement de Dolibarr (ERP open source) incluant les modules de gestion clients, devis\/factures, stock, projets, RH, achats, comptabilit\u00e9. Personnalisation selon les processus internes. Formation et documentation compl\u00e8te.<\/p>\n\n\n\n<p><strong>\ud83d\udee0 Tools used :<\/strong><\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Dolibarr ERP\/CRM<\/li>\n<\/ul>\n\n\n\n<p><strong>\ud83d\udc65 Target audience :<\/strong><br>PME, coop\u00e9ratives, abattoirs, structures agricoles, ONG, services publics.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">Our strategy<\/h2>\n\n\n\n<h3 class=\"wp-block-heading\"><strong>1. Analyse des processus de gestion<\/strong><\/h3>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Compr\u00e9hension du fonctionnement interne (ventes, achats, RH, production\u2026)<\/li>\n\n\n\n<li>Identification des modules n\u00e9cessaires (comptabilit\u00e9, stock, facturation\u2026)<\/li>\n\n\n\n<li>D\u00e9finition des utilisateurs et droits d\u2019acc\u00e8s<\/li>\n<\/ul>\n\n\n\n<p>\ud83d\udcc4 <em>Livrable : Cahier des charges fonctionnel ERP<\/em><\/p>\n\n\n\n<h3 class=\"wp-block-heading\"><strong>2. Installation et configuration de Dolibarr<\/strong><\/h3>\n\n\n\n<ul class=\"wp-block-list\">\n<li>D\u00e9ploiement de la plateforme ERP sur serveur local ou cloud<\/li>\n\n\n\n<li>Param\u00e9trage des modules essentiels selon les besoins<\/li>\n\n\n\n<li>Cr\u00e9ation de fiches clients, fournisseurs, produits, services<\/li>\n<\/ul>\n\n\n\n<p>\ud83d\udcc4 <em>Livrable : Instance Dolibarr fonctionnelle avec donn\u00e9es de base int\u00e9gr\u00e9es<\/em><\/p>\n\n\n\n<h3 class=\"wp-block-heading\"><strong>3. Formation des utilisateurs<\/strong><\/h3>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Utilisation des modules de base : devis, factures, bons de commande, projets<\/li>\n\n\n\n<li>Gestion des droits, navigation, rapports<\/li>\n\n\n\n<li>Assistance \u00e0 la prise en main<\/li>\n<\/ul>\n\n\n\n<p>\ud83d\udcc4 <em>Livrable : Manuel d\u2019utilisation + support de formation<\/em><\/p>\n\n\n\n<h3 class=\"wp-block-heading\"><strong>4. Suivi op\u00e9rationnel et support<\/strong><\/h3>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Accompagnement sur 1 \u00e0 3 mois<\/li>\n\n\n\n<li>Optimisation des modules (rapports personnalis\u00e9s, automatisations\u2026)<\/li>\n\n\n\n<li>Support technique \u00e0 distance ou sur site<\/li>\n<\/ul>\n\n\n\n<p>\ud83d\udcc4 <em>Livrable : ERP op\u00e9rationnel + contrat de maintenance (optionnel)<\/em><\/p>\n\n\n\n<h2 class=\"wp-block-heading\">\ud83d\udee0 Tools &amp; software used :<\/h2>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Dolibarr ERP &amp; CRM<\/strong> (open source, modulaire)<\/li>\n\n\n\n<li>H\u00e9bergement cloud ou local <\/li>\n\n\n\n<li>Outils compl\u00e9mentaires <\/li>\n<\/ul>\n\n\n\n<h2 class=\"wp-block-heading\">\ud83c\udfaf Target audience :<\/h2>\n\n\n\n<ul class=\"wp-block-list\">\n<li>PME, TPE, ind\u00e9pendants<\/li>\n\n\n\n<li>Coop\u00e9ratives agricoles ou commerciales<\/li>\n\n\n\n<li>Abattoirs, ONG, entreprises sociales<\/li>\n\n\n\n<li>\u00c9tablissements d\u2019enseignement \/ sant\u00e9 avec besoins administratifs<\/li>\n<\/ul>","protected":false},"excerpt":{"rendered":"<p>\ud83c\udfaf Objectif :Mettre en place un syst\u00e8me int\u00e9gr\u00e9 de gestion pour piloter l\u2019activit\u00e9 globale d\u2019une organisation. \ud83d\udcdd Description :D\u00e9ploiement de Dolibarr (ERP open source) incluant les modules de gestion clients, devis\/factures, stock, projets, RH, achats, comptabilit\u00e9. Personnalisation selon les processus internes. Formation et documentation compl\u00e8te. \ud83d\udee0 Outils utilis\u00e9s : \ud83d\udc65 Public cible :PME, coop\u00e9ratives, abattoirs, [&hellip;]<\/p>\n","protected":false},"author":1,"featured_media":1644,"template":"","meta":{"_surecart_dashboard_logo_width":"180px","_surecart_dashboard_show_logo":true,"_surecart_dashboard_navigation_orders":true,"_surecart_dashboard_navigation_invoices":true,"_surecart_dashboard_navigation_subscriptions":true,"_surecart_dashboard_navigation_downloads":true,"_surecart_dashboard_navigation_billing":true,"_surecart_dashboard_navigation_account":true,"site-sidebar-layout":"default","site-content-layout":"","ast-site-content-layout":"default","site-content-style":"default","site-sidebar-style":"default","ast-global-header-display":"","ast-banner-title-visibility":"","ast-main-header-display":"","ast-hfb-above-header-display":"","ast-hfb-below-header-display":"","ast-hfb-mobile-header-display":"","site-post-title":"","ast-breadcrumbs-content":"","ast-featured-img":"","footer-sml-layout":"","ast-disable-related-posts":"","theme-transparent-header-meta":"","adv-header-id-meta":"","stick-header-meta":"","header-above-stick-meta":"","header-main-stick-meta":"","header-below-stick-meta":"","astra-migrate-meta-layouts":"set","ast-page-background-enabled":"default","ast-page-background-meta":{"desktop":{"background-color":"var(--ast-global-color-4)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"tablet":{"background-color":"","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"mobile":{"background-color":"","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""}},"ast-content-background-meta":{"desktop":{"background-color":"var(--ast-global-color-5)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"tablet":{"background-color":"var(--ast-global-color-5)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"mobile":{"background-color":"var(--ast-global-color-5)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""}},"edd_variable_prices":[],"_edd_bundled_products":[],"_edd_button_behavior":["add_to_cart"],"footnotes":""},"edd-categories":[15],"edd-tags":[],"class_list":["post-1612","download","type-download","status-publish","has-post-thumbnail","hentry","download_category-services","edd-download","edd-download-cat-services"],"_links":{"self":[{"href":"http:\/\/dasaw.consulting\/en\/wp-json\/wp\/v2\/edd-downloads\/1612","targetHints":{"allow":["GET"]}}],"collection":[{"href":"http:\/\/dasaw.consulting\/en\/wp-json\/wp\/v2\/edd-downloads"}],"about":[{"href":"http:\/\/dasaw.consulting\/en\/wp-json\/wp\/v2\/types\/download"}],"author":[{"embeddable":true,"href":"http:\/\/dasaw.consulting\/en\/wp-json\/wp\/v2\/users\/1"}],"version-history":[{"count":2,"href":"http:\/\/dasaw.consulting\/en\/wp-json\/wp\/v2\/edd-downloads\/1612\/revisions"}],"predecessor-version":[{"id":1646,"href":"http:\/\/dasaw.consulting\/en\/wp-json\/wp\/v2\/edd-downloads\/1612\/revisions\/1646"}],"wp:featuredmedia":[{"embeddable":true,"href":"http:\/\/dasaw.consulting\/en\/wp-json\/wp\/v2\/media\/1644"}],"wp:attachment":[{"href":"http:\/\/dasaw.consulting\/en\/wp-json\/wp\/v2\/media?parent=1612"}],"wp:term":[{"taxonomy":"download_category","embeddable":true,"href":"http:\/\/dasaw.consulting\/en\/wp-json\/wp\/v2\/edd-categories?post=1612"},{"taxonomy":"download_tag","embeddable":true,"href":"http:\/\/dasaw.consulting\/en\/wp-json\/wp\/v2\/edd-tags?post=1612"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}