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Most dealers start off not wanting to spend time on Readysell's project planning. Yet it is critical that you take the time to understand the benefits and cost savings you can achieve by sticking to Readysell's standard project plan. Readysell's project planning can help you get peace of mind by achieving the following benefits:
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The next few steps from here involve completing the project engagement work so that we can set a start date for the project. I have asked my team to help you with the following steps over the next few weeks before the project starts:
- Set a tentative project start and go live date. We need the start date, when all project engagement is complete and we start to get serious about training etc., needs to be some six to eight weeks before the go live weekend
- Our support team is to connect to your server and run our standard internal stage 1 data review. In order to check that the stage 1 data conversion is reasonable
- Once our support team confirms the stage 1 data conversion is reasonable, they are to:
- Run you and if possible one other team member at your business through an outline of the “introduction to Readysell” training program. The purpose being to show you enough about navigating around Readysell that you can complete the stage 1 data review checklist. See, as optional reading
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o https://www.youtube.com/channel/UCdrTkUhSjNDKlZN733HRufw
- Muli-site considerations
- If you have more than one site. We can have a seperate database at each site or one database at the 'main' site and remote connections to the branches
- One database at Mackay a head office with VPN/RDP for Cannonvale probably a good option. Requires the server at the main site to have sufficient RDP licences
- A cloud based solution is possible, but generally more expensive based on current technology. A lot of what is said about the cloud is hype. We can do a cloud based solution for you, but it will probably run slower and increase your costs
- Reaydsell 8 Web client can be used to connect to Mackay from any location as well with or without a cloud based database
- Data conversion
- I have completed We complete a first rough data conversion . before the project engagement meeting and the start of the project
- Extracting data from your existing system took is done in 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.
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- number of steps. The first conversion does not have to be perfect, just enough to allow training
- In the last few weeks before the system goes live, your team have to tidy up the address and contact data
Reducing your costs by firming up your project budget
We don’t want any surprises in regards to costs. So we try to start the project by helping you with budget estimates for all aspects of the project. Greg handles costs and charges. Greg needs us to agree on a training and implementation budget, at least in draft form, so that he can estimate costs and charges.
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I would work out the draft budget estimate as followslike the following example (actual on site days vary for each project) :
o Onsite training and implementation assistance:
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- A Readysell team member on site on site for 2 days perhaps from Sunday to Monday, depending on the agreed go live date
- Remote training via telephone and screen to screen connections
- Remote training is charged on a time and materials basis. Expect something like 15 hours
- You have a credit for 8 included remote training hours based on Readysell’s special deal for Office Brands dealers
- Be aware this is a bit light on remote training hours. Your team will need to rely on a lot of self-training and pick up the training audit feedback quickly to keep to this budget.
- Financials implementation assistance
- Financials implementation assistance is charged on a time and materials basis and normally involves a few hours before go live and can involve days after go live.
- Financials assistance is normally provided remotely
- Expect something like 5 hour in 5-10 hour in total
- Be aware this is a might be bit light on financial assistance hours. Your team will need to pick up the financials quickly and put in quite a bit of their own time to keep to this budget. Ultimately you can do all the financials setup yourself, but investing in some financials implementation assistance will make things a lot easier
- Ongoing training
- You should budget for some 8 hours training per year to help keep your site up to speed with the latest Readysell developments
- Sites that don't invest in ongoing training don't get the best results for their business.
Over the next few weeks before the project starts, we should firm up the project budget discussed above.
I look forward to helping you with your Readysell 8 conversion project.