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The Implementation Process

Implementation covers the work needed to transition you from where you are now, to where we’ve both established BizAutomation can take you. This includes data conversion, system configuration, training, maybe even small code enhancements to the suite, in other words, any commitment that gets you to a successful “go live” date. Implementation cost can only be determine after analyzing your requirements and conducting conversations that sets expectations about how each department in your organization will conduct business in BizAutomation.

Data Conversion – You need to ensure that any legacy data you expect to import into BizAutomation be exported to a CSV file. The process will be iterative in nature, in that the way your current system formats data may not be exactly the way it needs to be formatted in order to import it into BizAutomation. For example, First and Last name on some systems is concatenated into a single column, but in BizAutomation they need to be separated into two. Once format is finalized and all linking ID and Parent/Child data relationships are established, the data is ready for import.

System Configuration – Sometimes this can include an agreed upon enhancement to a particular module, and other times it simply requires setup of existing modules within the system, such as setting up the FedEx and UPS connectors, configuring email routing, and so forth. If you’re interested in a web store, implementing a Bootstrap template becomes part of the on-boarding project.

Training – We conduct training via Gotomeeting, which we record onto MP4, upload to Google drive, and share with the client. We often will start scheduling meetings that last about an hour with an administrator, assigning tasks that further the strategy set forth within the proposal.

A word to the “We can implement it ourselves” crowd – “Maybe”. We only succeed when you succeed long term. Our implementation help is not designed as a big money maker, but as a way to facilitate a long term customer, so that customer meets their ROI objectives which is also how we benefit. Self implementers often go into the project thinking they can save a few bucks but implementation ROI between a “We help you” vs a “You do it yourself” approach will almost always favor the one where we’re involved when you factor in time and hidden costs. On rare occasions where you have a new business and thus no data, and have relatively basic needs, then perhaps it could make sense.