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Dtouch · Solutions digitales
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Preserving the use of an ERP during its evolutions

In a construction company, Dolibarr's support linked management needs, modules from a professional service provider and operational interventions, until invoicing was restored.

Patrice experience with Alltech and project partners · 2018–2020

Illustration of business functions from a demonstration environment; This visual does not represent the data of the client cited.

Illustration of business functions from a demonstration environment; This visual does not represent the data of the client cited.

A central tool for site management

In this construction company, Dolibarr is used to prepare quotes and produce invoices. The manager wants to go further: monitor progress, distinguish what has already been invoiced from what remains to be invoiced, use the application on several workstations and better understand backups. These questions provide a framework for the work. They connect software screens to company documents and habits.

Give their place to the different stakeholders

The professional service provider GDSoft intervenes to install its modules. Patrice and Loïc, then at Alltech, coordinate the technical conditions of this intervention and the necessary adjustments to operation. Everyone's role counts: specialized developments remain those of GDSoft, while technical monitoring allows the partner to continue its updates. The restoration of access is checked with him.

Return to the functions the client needs

Monitoring continues when difficulties prevent you from connecting and then generating PDF invoices. Patrice intervenes to restore the affected functions. The return to use is confirmed by the manager. The objective is concrete: to allow him to resume his billing preparation, then to check with him that the blocking function is available again.

A Coordination Experience Applied to Business Software

This file illustrates the need to monitor usage, the software and its environment together. A request may concern a module, a document or an operating condition; the interlocutor must be able to make the connection between these subjects. This historical experience of Patrice, acquired with Alltech and the partners concerned, today nourishes Dtouch's approach to integration and application maintenance. Development needs are distinguished from functions actually restored: the resumption of invoicing is acquired in this file, while the delivery of complete progress monitoring is not part of the result presented.

Understand and prepare

What this monitoring teaches about the continuity of business software.

In this experience of Patrice with Alltech and the project partners, between 2018 and 2020, the need comes down to an essential operation: allowing the manager to continue to prepare his quotes and invoices.

The document serves as a checkpoint

An accessible screen and a usable PDF correspond to two stages of the journey. The control must go as far as the document the user wishes to hand over to his client. The re-establishment of the bill generation, confirmed by the manager in this file, gives an example of validation linked to concrete action. This approach helps to choose the tests after a correction: take back the blocking gesture, produce the document and have the result checked by the person concerned.

Developments and exploitation follow different stages

The desire to monitor the progress of construction sites opens up functional work: defining what is invoiced, what remains to be invoiced and how to present this information. Restoring daily function responds to an immediate difficulty. A legible follow-up gives a place to these two needs with their priority and their state. The client can thus continue to work while specifying the developments he wishes to study.

Application partnership is part of the solution

The business modules belong to the scope of the GDSoft service provider; technical coordination facilitates its interventions and the resumption of use. For a new project, we therefore start by identifying the publisher or partner already present, then the conditions necessary for their work. Agedis can support systems and access; Dtouch completes the agreed functional analysis, development or integration. The distribution is adapted to the existing situation and explained to the company.

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