Software Implementation
Setup for a Smooth, Successful and Strategic Implementation
Our Software Implementation options range from guided data migration to full-service.
We take a thorough and structured approach to ensuring that your processes and workflows are properly embedded into your new tool - taking the time to do thorough testing, provide training workshops and ensure you have smooth and accurate data migration.
It is our goal that it is a clean transition for the team, your business does not skip a beat and your new platform provides a more streamlined, insightful and efficient way of business for everyone involved.
Our Seven Step Changeover Process
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This is all about confirming the scope of the implementation and agree to the required commitments and timelines. Aim to set the right expectations for the project and to schedule and manage time required. Setup a colloborative and accessible project plan to keep everyone on track!
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This stage requires confirming and executing on the data creation/migration process using any relevant data sources that exist in the organisation. Making sure only clean data is bought across! Assessing what custom data imports may be required and if there is some muddy data best left behind.
Additionally, there will be some data that will require a bespoke process to migrate - it can be quite case by case!
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The configuration stage is a the time to setup and integrate your specific figurations and integrate with the rest of your software stack. It often includes connecting to Xero and configuring mapping codes, but will also often include payroll software, Zapier, document management platforms and more
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Testing is an important step required before training. User acceptance testing is an important part of the change management process. It is during these sessions that we're able to put new procedures into practice and refine system configurations to better meet your requirements. You can expect that by the end we will have covered everything you need to operate the system correctly. Often when migrating platforms, it's a great opportunity to refine and update processes - this is your opportunity to get it right and make the improvements!
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Training should be setup and split by role/function type. For example: Salespeople, Project Managers, Admin Users, Time & Cost users. Timing can follow a logical approach in the lead up to go-live.
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Preparing the system for go live including full update of WIP and final data. Schedule the sequence of events and informing key users of the go live process and their responsibilities. The goal is that the team wakes up on "go-live" day, logs into a new platform, and nothing skips a beat.
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This stage ensures that you have the appropriate support available to you in the first 4-6 weeks of going live. I will often schedule "drop in" sessions in the first two weeks to keep the team unstuck and happy. As well as being available by phone and email.
