Evaluation & Implementation Step by Step Guide

Evaluation Steps

1_yTalk to an expert about your business model and pain points

2Watch an end to end overview of the app

3_yGet a trial of the complete app

4Learn how to use the app – basic principles / navigation

6Try modelling your products in the app

5_yFulfil an Order – try out the core workflow

7_yTry other workflows, i.e. create Purchase Orders

8Q and A with an expert + specify and get estimates for customization(s)

9_yConfirm you’ve decided to purchase and implement

Implementation Steps

10Create user adoption plan: how people will switch over and use the app?

11_yDecide the date you’ll start entering live transactions

12Setup – configure key settings in the app

13_yData migration – plan and execute cleaning and moving your data

14User training and testing

15_yFinal checks and adjustments