Six Steps
For A Successfull Implementation

Six Steps for a Successful Implementation

Identify the Issues

  • What’s keeping us from moving to our next level?
  • What are our largest challenges?
  • Can an automated system improve our performance?
  • What happens if we do nothing?

Develop a Plan to Implement a Solution

  • Where do we start?
  • Who’s going to help us?
  • How will we know if it was a success or a failure?

Kick-Off Workshop

  • These are led by your assigned Personal Coach.
  • An intensive 1 to 2 day meeting to help you setup & customize your new system.
  • Goals, milestones, and assignments for each staff member are assigned.  
  • Developing a personalized workbook for your internal procedures.

Develop a Data Conversion Game Plan

  • How will we get our current data into our new system?
  • What are some of the challenges we need to address?
  • Who, What, and When will we need to have the data converted?

Personalized Coaching

  • What happens when we have a question?
  • Training can take place in your office, our training center or on-line

o Most companies will use a combination of the above methods.

  • Training is customized for each individual company

o Your Personal Coach will train you using your company’s data.

** Your Projects, Customers, Employees, Subcontractors & Vendor list will be used to teach you how use your new system.

o How long should we expect to become fully trained?

o Most companies will train over a 8 -12 week program.

o Rushing through the process can result in unwanted results in the future.

o Stretching out the process too long can be a burden on your current operations.

Going Live

  • Moving forward to success.
  • Using your new tools and procedures on a daily basis.
  • Having confidence this was a great decision.
  • Increased profits, increased efficiency and improved productivity.
  • Congratulations, it’s time to celebrate!


Visit our Ongoing Support Page for more information

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Six Steps for a
Successful Implementation

What is a Data Conversion?

Data Conversion Checklist

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