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
01
Requirements Gathering
Identify key stakeholders, goals & risks. Gather requirements from diverse teams, then consolidate & prioritize key objectives.
02
Project Management
Drive a project steering committee, continually tracking progress. Set target dates & priorities, and communicate completed items.
03
Configuration management
Prep production & test environment configurations, workflows, and customizations. Test & validate with stakeholders, then iterate until you’re happy.
04
Integration Management
Identify opportunities to further streamline your business and integrate with best of breed, 3rd party applications. Design, implement, and test all integrations.
05
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.
06
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.
07
Cut-Over Planning
Plan and manage risk around go-live process. Define communication, support channels, and triage process.
08
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.
