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Model balanced self training/self management Readysell implementation strategy
Agree a project plan:
- Assess if you have the time and skills to take on more of the project management and self training
- Can you get mentoring assistance from a local dealer already using Readysell. A site visit to an existing Readysell site can really help push your project along.
- Agree on the budget for training including:
- Remote training
- Face to face training during site visits before implementation and/or over the conversion weekend
- Financial implementation assistance post implementation
- Agree on the checklists and milestones to be completed before your site is regarded as ready for live implementation
Tips
- Only use the self managed implementation strategy if
- You have staff with the time and skills to perform the management and self training functions
- You are switched on to learning new computer software skills
- Assess if you and your team have the learning skills required to do more of the work yourself. You have to have someone that can learn new software easily.Be honest with yourself, some dealerships just don't have anyone with the skills to learn the system through self training
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- You need to understand the value you get for any money you spend on Readysell assistance. There is a lot more to the data conversion and other work we do than you might think
- See :
- Increase your focus on using the training guide, training videos on you tube and other forms of self training:
- Make and STICK TO priority list of the few features that are most critical to your business. A few tips that may not suit every business, but should be considered include:
- Automatic price updates
- Live with the fact that turning on automatic cost and sell price updates will change your old cost and sell prices
- This typically takes about 6 hours of your time and can require an hour or two help from Readysell.
- See Getting started with automatic product price updates
- Sale order entry
- Make use of the training guide Sale Order And Shipment Training Guide. You can skip the bit about sale shipments without an order
- Data review and tidy up
- Understand want needs to be cleaned up and work on it slowly over time if you can.
- You have to complete those steps:
- Point of sale
- Skip this unless you have more than a few cash sales a day
- If you do run with point of sale you need to understand:
- Make use of the training guide Sale Order And Shipment Training Guide. You have to cover the bit about sale shipments without an order
- Manual purchasing and receipting
- You have to know how to enter a purchase order, send it to suppliers and process receipts:
- Automatic purchasing
- Requires a few hours training but has huge benefits in time saving and improved stock accuracy
- Skip this if you do not have good stock on hand values
- You have to have complete:
- Web site integration
- Don't use contract prices if you can help it
- Sale orders can be set to integrate before the go live date if you don't currently import sales orders from the web site into your existing system
- You have to complete some of the following, depending on your requirements:
- Scan stock in and out
- Huge time saving and accuracy improvements available. Recommended, but does require a few hours of training time, some large screens and scanners.
- You need to understand:
- Financials basics for suppliers and customers
- You need to understand:
- You need to understand:
- Full financials
- There are a lot of details that just have to be right with financials.
- There is no way to substantially reduce the implementation cost.
- This is one area where the small site strategy can't reduce implementation costs
- To get started with your preparations, you have to conduct a Readysell Financials Engagement Meeting for Full Financials for around two hours over the phone
- Reports
- Only use lists and reports as they currently are in Readysell
- See:
- What do I get for my reporting
- Reports Training Guide
- Readysell staff on site at the start of the project
- Readysell's staff on site can kick start your training. It is over ten times more effective to train standing in your store than over the phone.
- Read the project engagement plan before you decide to skip on site training the start of the project. See Readysell Project Engagement Meeting.
- Make sure you go to another dealers site before your go live date
- . Especially if you are not having Readysell on site at the start of the project
- Readysell staff on site for the go live weekend
- Readysell's implementation team are experts on tidying data, training your team and helping people manage the move to live operations
- Readysell can give you checklists of what do do. But you don't have the experience to correctly interpret the list and apply it in your business. It is like any do it yourself project. Even with the best instructions. You need experience to use the instructions, it is harder than it looks, and quick response is critical. Taking time to work out the answer on your first day can result in getting behind and errors effecting your customers.
- If you don't have Readysell on site your go live weekend will be a lot harder. Expect to spend more time fixing things after you go live
- Make sure you have spent time at another Readysell 8 site for a few days before implementation if you are thinking about this approach
You can book a Readysell team member to help you remotely over the go live weekend
Warning Readysell's implementation team do this all the time, they have many years of experience. There is no substitute for having a Readysell team member on site when you go live. You can save money by skipping this assistance, but your go live will be a lot harder. You may end up spending more on assistance after you go live helping with issues than the cost of having someone on site.
- Automatic price updates
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Readysell Project Engagement Meeting
Readysell Financials Engagement Meeting for Full Financials
Readysell Training Engagement Meeting
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What do I get for my training and financials budget
Planning Making your internal week by week Readysell 8 conversion project
You still have to sign off the customer sign off checklists at the correct dates in the project
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