Implementation Methodology

 

The following is an overview of our implementation process and the activities we perform or assist you in performing.

1. Business Review

  • This step begins during our sales process. We speak with you and your users about their requirements and how they currently perform their duties.
  • We identify the current processes and document them.
  • This provides us with an understanding of your business environment and helps us speak your language.

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2. Project Planning

Gap analysis

  • Helps us to cover the functional gap.

Project planning

  • We work with your team to identify the discrete tasks, responsibilities and timelines for your project.
  • Establish proper system policies for maintaining and backing-up data.
  • Executing tasks as per the Implementation Plan in conjunction with the Project Team.
  • Creation of required custom reports.

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3. Reengineering, Installation, Team training, Conference room pilot testing

Customizing, installing and/or upgrading modules and copy it to a test database for use in the pilot testing phase of the project.

Training

  • Our training approach focuses on developing user comfort with the applications they will be using.
  • When you go live, we want your users to know their part of the system and feel comfortable with it.

(i) Project Team Training:

  • The assigned project lead(s) and project team members will be provided top-level training on the entire system to provide an overview of the modules and how they are set up.
  • The following are some examples of key areas that will be addressed during training: 
    • Coverage on the use of all modules included in your system configuration.
    • How to customize the setup of modules to fit your business.

(ii) End-User Training:

The following are some examples of key areas that will be addressed during training

  • How to enter transactions, and the different ways they can be entered and posted.
  • How to use inquiries and reports to obtain the information you wish to access.
  • How to complete period and year-end procedures in each module.

Conference Room Pilot Testing

The pilot test is based on the processes that are developed during the business process engineering, and it serves two functions:

  • Test the setup of the system.
  • Prove the validity of the re-engineered processes and work instructions.
  • Provide additional training for team members by simulating their normal day-to-day activities.

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4. Go-Live!

During the go-live period we ensure that all requirements have been covered to ensure a smooth transition onto the new business system. It is at this time that all tasks on the project plan have been complete, all users trained, all processes re-engineered, and the final data migration/conversion is performed.

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5. Post Implementation Review and Continuous Improvement

A plan for on-going improvement will be discussed and project planning for additional phases of your implementation may be scheduled.

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