...
- Get us all on the same page:
- Readysell can make sure you get the result you expect for the price you expect. You will start off not knowing much about what Readysell will do while having your own expectations about the results you want. Readysell initially will not know what you expect but will know a lot about implementing our software. The extensive planning work pays off by making sure you, your team and Readysell are on the same page about what is expected and how it will be achieved.
- Prevent you from running the project on your own:
- As a business owner, you are used to running the show yourself. The natural approach for many project leaders is to make all the decisions yourself. If you take this approach with the Readysell conversion, things will not go well. Dealers that go there own way with the conversion tend to have the least success. Especially if the project is run "by the seat of your pants". Readysell does this all the time, we need to help you take advice from our expertise
- We need to make lists of agreed plans to help you understand and take on our advice about how to run the project
- Agree in advance about any changes you want to the standard install plan. We normally find that each dealer’s experience can broadly fit into our standard conversion project plan. But we need to adjust the plan around the edges to suit individual requirements
- Show you how to save money by using on site training, the training documentation and videos:
- The lazy and most expensive way to complete your implementation is to have Readysell show you how to complete each task individually
- We can show you how to save money by using the training documentation and videos
- Having Readysell team members on site has a cost, but can save you money. It saves as on site training gets the best result using the least amount of your teams time.
...
- Avoid unplanned costs by helping you budget for the full cost of the project:
- Training, equipment, site visits, they all add up
- By helping you plan a full project budget, we reduce the change of any surprise bills arriving on your desk
- We also help you understand the support policy, so you and your team make use of Readysell support without incurring more charges than you need to. Some dealers don't contact Readysell when they could do so without a charge. Believing everything is charged is an error. Just as believing no Readysell support will be charged is also an error.
- We can help you understand what costs and what does not
To make your project work, it is important that you take the time to understand why we need to complete the following steps:
- Completing all project engagement work, such as review of initial data import, setup of required equipment, deciding on which sites have their own databases etc.
- Setting tentative project start date and gl live date, just to frame discussion
- Project engagement planning
- Training engagement planning
- Financials engagement planning
- Readysell will be regarding you as the project leader for MOE Solutionsyour business, Van We will act as nominate your project leader for Readysell
...
· https://readysell.atlassian.net/wiki/display/INT/Implementation
o Send you the stage 1 data review checklist and help you understand what is involved with completing the checklist. See:
...
o Your Readysell 8 project leader needs to explain the “fail safe implementation methodology” to you.
...
They will also talk to you to ensure you have been sent all of the project documentation, such as the shared priorities checklist and that you understand the purpose of each of the project documents. See:
- · Di Partridge on our support team is to phone you and schedule a day when she can work with you over the phone to complete the “Financials engagement meeting”. See:
o https://readysell.atlassian.net/wiki/display/RSELL/Readysell+Financials+Engagement+Meeting
· We need to conduct a project engagement meeting. We can do this over the phone or on site:
- Project engagement can allow us to record all your requirements and show you in outline how Readysell will achieve each of those requirements. The project engagement meeting helps us define your business needs and determine when we might implement various features such as mobile app for technicians, advanced warehousing etc. This help us stage the project so that your team moves forward at a steady pace over time without trying to implement too few or too many features at one time. We also do some training during project engagement meetings when they are on site
- Best practice is to send Sharon from our training team to your site for two days. Sharon can conduct a day and a half of “boot camp training” will would give you a great start to the project. Greg can give you an estimate of costs
- A cheaper, but less effective alternative, is for Sharon phone you and schedule a day when she can work with you over the phone to complete the “Training engagement meeting”. This will require a few hours of your time. Sharon is to explain to you the self-training materials available to you such as our you tube channel and the training guide. Sharon would have to skip the “boot camp training” part of the project engagement meeting, as we are conducting the session over the phone. See:
- Sharon will then prepare a training plan for you. The training plan outlines the areas of training required for each of your team members. Note, one aim is to keep to a trim training budget, so Sharon will focus on how self-training can help you reduce Readysell training hours. See:
o https://readysell.atlassian.net/wiki/display/RSELL/Readysell+Training+Engagement+Meeting
o https://readysell.atlassian.net/wiki/display/RSELL/Readysell+Training+Guide
o https://www.youtube.com/channel/UCdrTkUhSjNDKlZN733HRufw
- Muli-site considerations
- Sites
- Mackay.
- 7 Users
- Cannonvale remote site.
- 2 Users
- Depends on how separate the business identities are
- One database at Mackay with VPN/RDP for Cannonvale probably a good option. Requires the server at the main site to have sufficient RDP licences
- Reaydsell 8 Web client can be used to connect to Mackay from any location as well
- Data conversion
- I have completed a first rough data conversion. Extracting data from your existing system took a lot of time when we worked on it during this first conversion. We probably need to plan another extract of data from your existing system and a more formal review and data cleansing procedure for the resultant data conversion.
- Sites
...