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Successful Integrations & Implementations
Integrations and implementations can dramatically accelerate your operations and optimize workflows, allowing organizations to scale efficiently.
Our tried and true system implementation workflow streamlines the process: taking your organization from requirements gathering to post-live improvements without the headache.
We can help your organization with:
- Requirements gathering and system selection
- Project management across various stakeholders
- Communications for staff and end-users
- Configuration & integration management
- Comprehensive go-live strategies
- End user support & training
- And more…
System Implementation
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Requirements Gathering
Identify key stakeholders, goals & risks. Gather requirements from diverse teams, then consolidate & prioritize key objectives.
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Project Management
Drive a project steering committee, continually tracking progress. Set target dates & priorities, and communicate completed items.
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Configuration management
Prep production & test environment configurations, workflows, and customizations. Test & validate with stakeholders, then iterate until you’re happy.
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Integration Management
Identify opportunities to further streamline your business and integrate with best of breed, 3rd party applications. Design, implement, and test all integrations.
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Data Loading
Extract data from source systems, clean, transform, and load. Work hand-in-hand with your steering committee to ensure data in the target system looks great.
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Training
Develop training materials tailored to your business. Employ “Train the Trainer” and train your staff until they are comfortable. Deploy all developed materials for future staff onboarding.
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Cut-Over Planning
Plan and manage risk around go-live process. Define communication, support channels, and triage process.
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Post Go-Live Continual Improvement
Source opportunities for ongoing improvement directly from steering committee and end-users. Regularly prioritize continual improvement, and drive completion through existing project structure.
Salesforce/Netsuite Integration
Connecting Salesforce’s CRM tools to Netsuite’s ERP system allows for better alignment between sales & finance teams and across the entire lead-to-cash process.
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