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  • Set a tentative project start and go live date. We need a 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:
  • Send you the stage 1 data review checklist and help you understand what is involved completing the checklist. See:
  • 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:
  • 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 the 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 a staff member from our training team to your site for two days. Sharon They can conduct a day and a half of “boot camp training” will give you a great start to the project. Greg   Readysell can give you an estimate of costs
  • A cheaper, but less effective alternative, is for Sharon a training team member to phone you and schedule a day when she they can work with you over the phone to complete the “Training engagement meeting”.  This will require a few hours of your time. Sharon The Readysell training staff member is to explain to you the self-training materials available to you such as our youtube YouTube channel and the training guide.  Sharon  The Readysell training staff member 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 That same training staff member 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:
  • Muli-site considerations
    • If you have more than one site. We can have a seperate separate database at each site or one database at the 'main' site and remote connections to the branches
    • One database at a head office with VPN/RDP for Cannonvale is 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 any location as well with or without a cloud based database
  • Data conversion
    • We complete a first rough data conversion before the project engagement meeting and the start of the project
    • Extracting data from your existing system is done in a 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
  • Post Implementation

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 Readysell handles costs and charges. Greg Readysell 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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  • 3 Readysell implementation team days on-site
  • Around 5 hours’ financial implementation assistance. You will need to put quite a bit of effort in to keep the financials implementation assistance down to this level
  •  Around 15 hours remote training and training audit. You have 8 included hours. You will need to do a lot of self-training to keep the remote training to this level


Note

You may get some included training and implementation assistance hours. Those hours can be used on training or on implementation assistance. Such as our support team assisting you by explaining the various checklists with you and helping you review data. John Nairn's time reviewing checklists and data does not count towards the included training and implementation assistance hours, but training, checklists and data review by any of our other team members will count as training and implementation assistance hours.

I would work out the draft budget estimate like the following example (actual on-site days vary for each project) :

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