ERP Needs & Requirements Analysis
What’s working and what needs a solution?
Whether you’re a brand new client looking for a way to optimize business management solutions or a long-time client whose business is changing, it all starts with a conversation. We’ll gain an understanding of your business, your goals and current barriers.
How can we help?
Customized to your individual business’s needs, we’ll provide you with a detailed strategy. You’ll have a solid understanding of how our process will reflect actual gains return on your investment and how you will meet your organizational goals. Our Pre-Sales team will review everything with you and make sure we’ve answered all your questions.
ERP Solution Mapping
How will it work?
After the analysis, our Pre-Sales, Sales and Professional Services teams will meet to determine the size, timeframe and budget of your project. Drawing on our wealth of expertise and resources we will select products and applications that serve a tangible and quantifiable purpose for your needs. Our team will design and build an ERP solution map that directly relates to your goals, and will serve as the methodology for articulating the structure of our solutions.
During: Solution Design & ERP Training
Our consultants have access to extensive industry expertise as well as a deep understanding of multiple ERP business management solutions. With a high level of proficiency in these areas, we determine the best course of action, and implement the approved solutions to support you in system launch, training and with access to our team of experts anytime you need us.
ERP Solution Design
How do we plot the Solution Mapping?
Once the strategy has been finalized and approved, the Professional Services team take the lead from this point onward although the whole team revisits the Solution Map for consistency as the project takes shape. We will be problem-solving throughout the process as we continue to custom-fit the solution to your specific needs.
How do we collaborate to ensure our ERP solution is what we need?
It is important to note that things will change as the project progresses, and that you will always have the same team member to translate the updates and progress. We are committed to building something remarkable that both your business and the Answer Company can be proud of.
What comes next?
Once we have the structure configured, it’s time for our team to revisit the Solution Map and go over the details of data configuration and how best this will support your business. We do this in partnership with you, so we can make sure the solution is serving your needs.
In-depth Specialist Training
How do we become familiar with the ERP solution?
At this point we will train the member responsible for each area with an expert in each product: accounting, sales, purchasing, distribution etc. and ensure that all the components of the solution are covered. These members can range from directors to the frontline, and this is the essential preparation for eventual end-user training.
How do we convert our business data?
We train and support you in the technical aspects of the system so that you have everything needed to begin entering information into your new solution. This is a great opportunity for you to get first-hand experience with the system and see if there are revisions needed before the training. There is also the option of having our team take care of the data entry if you would prefer.
Functional Testing & ERP Training
How can we determine whether the system is ready for launch?
We begin hands-on, functional testing with real-world scenarios and by working closely together. We encourage you to ask us lots of questions and gain a deep understanding of the software and how it is configured to truly support the business processes. During this ERP training, we can also recommend any additional solutions that could further the business’s goals and solution functionality.
How can we ensure our team’s proficiency with the system?
Once your core team members are proficient with the system, they will be able to train the end-user – your frontline staff. We utilize a “train the trainer” system through the testing process and the trainers will help to create the documents used for ERP training. We work closely with core team members so that they become experts and can train front-line staff through real-life scenarios until everyone is comfortable with the system and its capabilities.
What happens before we go live?
As we get ready to go live, we will be onsite or assisting remotely for several days prior, and we will be actively involved for about a month after. During this time, we are monitoring your success with the solution and providing any necessary assistance.
After: Ongoing ERP Support & Training
We are confident that your Sage or Acumatica ERP solution design, as well as the training provided by our specialists, will transform your business operations. As we continue to build our collaborative relationship, we will continue to add value and improve your company with support for your new solution, revisiting the solution when your company grows & your needs change. We also offer Managed IT Services, including technology consulting and hosting options.
Ongoing Support for Sage and Acumatica ERP Solutions
How can we help you get the most out of your ERP investment?
Once we go live, we know you’re adept at the system’s processes, but our Support Team is always ready for any troubleshooting. One of the ways we offer business software support is through a Help Desk where you can log cases and work with a support technician who specializes in each product.
What if we still need training?
If, after ERP implementation, your team requires additional training The Answer Company is always available to help. We can also direct team members to Sage University, which is unlimited during the first year as you settle into your new solution.
Continued Improvement of your ERP Solution
Our business is evolving, what happens next?
We understand that a growing business changes and evolves. We will continue to offer technology consulting to add value and improve your company by exploring different ways to utilize your solution or even expand upon it with complementary solutions.