An Implementation Methodology That Works

Installation and Implementation Planning

Installation: Working closely with your IT team, we install the software.

Implementation planning: This is the most important step of your entire project. We will determine the best way to use your new software fit the requirements of your company. We will discuss the data that will be converted from your existing system, map out a schedule for your project and determine a “Go Live” date Your staff will meet with our consultants, the project leader
assigned and our data conversion specialist.

Set Up & Master File Data Conversion

One we determine the way your software will work effectively, our consultants work with your staff to set up your software options and begin the path to productivity.

We convert the master files, chart of accounts, vendors, customers, inventory, etc and then create a test company that mirrors yours. This gives you a place to try out what you learn
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Per combination of on line instructor led training classes wand customer specific training in areas where unusual circumstances or processes occur allow you to fully understand your software and apply it to the needs of your business.


Testing by the customer then reviewed by our consultants and team leaders ensures before Go Live, all users are trained and processes documented and refined. We tweak anything that needs to be during this period to make Go Live a snap.

Final Data Conversion and Go Live

Converting the opening balances, history or other agreed upon services days prior to Go Live gets your company ready to go. On the day your cut over to your new software, we have consultants on site or standing by remotely to help you with any unexpected challenges.