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experience the
difference uses a proven implementation process that’s
adapted to your unique business needs, giving you a
smooth transition experience every step of the way.

Our Business Software Implementation Process

It’s no secret – transitioning to a new business technology takes a lot of hard work and dedication, but it doesn’t have to disrupt your business or take over your life. At we’ve spent over 20 years perfecting our process, and that means things run smoothly. Plus, we’ve figured out how to adapt our proven workflow to the size and scope of your project and the needs of your business. So whether your business requires an out of the box rapid deployment with limited services, or an in-depth solution that extends beyond core functionality, we have an effective system in place to guide you every step of the way. The end result is a seamless experience that runs on time and on budget.


Business Essentials

For Rapid Deployment

Business Plus

For Advanced Solutions
Business Analysis: Identify project requirements and prepare necessary documentation.
Initial Consultation Remote Remote & On-Site
Pre-Sale Project Requirements
Pre-Sale Requirements Outline
Executive Briefing & Solution Capabilities Demonstration
Proposal & Review
On-site Kick-Off Meeting
Detailed Project Planning  
Systems Workflow Documentation  
Project Timeline Development  
Project Management: Allocate and manage project resources to ensure a successful implementation.
Kick-off Meeting Remote Remote & On-Site
Project Coordination Basic Advanced
Dedicated Project Manager  
Project Status Updates As Needed Weekly
Project Status Conference Calls   Weekly
Project Task and Timeline Mgmt.  
Online Collaboration  
Installation & Configuration: Set-up your new business systems, on-site or in the cloud.
Installation* of Business Application
Module Set Up & Configuration
Configuration of User Roles, Dashboards & Standard Reports
Data Integration: Master Files & Opening Balances
Advanced Financial Reporting (consolidated financial reporting)  
Data Integration: Historical Transactions  
Installation* of Custom & 3rd Party Applications  
*Installation applies to on-premise deployment only.
**Installation and configuration is based on project planning methodology.
On-site Training & Implementation: Maximize your new systems with a guided implementation and personalized training tools.
Basic User Training
Self-Paced Training Resources
Custom Developed Training Materials  
Conference Room Prototyping and Workflow Configuration  
Ongoing Support***: Leverage your new systems for years to come, with 24/7 support.
We offer a fully automated help desk center to track and monitor your business usage, along with a 24/7 help desk support team to answer all of your business technology questions. We guarantee a one-hour response rate.
***Additional fees may apply.

It all starts with a simple conversation.

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