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Stage 5 post implementation best practice customer checklist

Stage 5 post implementation best practice customer checklist

Jun 05, 2020

Overview

Office Brands and Readysell have agreed that each Readysell implementation is to be ranked by the level of best practice delivered to the member.  There are three defined levels of practice.

Core Competencies

  • Minimum level required to make successful use of the Readysell software.

  • Includes successful conversion to Readysell from your previous system and use of Office Brands integration.

  • This level must be achieved by the time your store goes live with the Readysell software.

Recommended Practices

  • Required for all members unless there is a reason why some of those practices can’t be implemented at a particular site.

  • Making better use of advanced deliverables.

  • Members should be enjoying all benefits of following recommended practices within three months of go-live.

Best Practices

  • Highly recommended but optional

  • Practices utilized by flagship members wishing to make optimal use of Office Brands integration and Readysell features.

  • Members who choose to implement best practices should be able to enjoy benefits within twelve months of go-live.

During the first week after the go live weekend



Check with your warehouse team and check you do not have too many pieces of paper flowing around the warehouse as picking slips.  If you are using automatic warehousing, your team can have trouble moving to the new approach.  If there are two many shipments being printed or your team is having trouble keeping up then contact Readysell.  This can easily become a major issue.
Make sure your bookkeeper has started on bank reconciliations and has the balances from your old system converted to Readysell
Check that all the old reports you used to run have been replaced by reports from Readysell
Check that purchasing, purchase receipting and sales are not falling behind.  This can become a major issue quickly
Make sure sales back orders are being followed up.  Transitioning to the new way of managing sales back orders can be an issue
Make sure that all old manual systems have been replaced by Readysell
Make sure contracts are flowing to the web properly



Core Competencies

Basic financials using cards (customers and suppliers), bank reconciliations and general ledger
Customer history button and product sales history buttons as well as extract sales in customers. Sales history is converted from existing system if possible.
Customization using view variants and reports from the Readysell store
Sales, Purchasing and financials operable with minimal disruption to day to day operations
Office Brands integration operable for OneX (catalogue) updates, flyers, contract prices and sales orders.
Basic sales reporting being used
Automated warehousing on all workstations other than POS workstations
Submitting tickets and JIRA and monitoring your outstanding tickets
Scan checking stock received into the business on purchase receipts (all receipts) or shipped out on sale shipments (BtoB sales only, not retail)
Automatic price updates from OneX
Key actionable reports such as dead stock, low margin and actionable metrics
Full usage of Office Brands integration including:
Automatic OneX integration with overnight price updates and automatic catalogue/flyer loads
Contract price integration
Changing products to ezcodes using price book run

Recommended Practices

All Sites

Office Brands standard invoice and other customer and supplier facing report layouts
Automatic purchasing using average weekly sales and/or min/max and back orders
Supplier EDI purchasing
Automatic emailing of invoices and statements to some customers. Customer coverage may need to be improved over time
Stock allocation, which may require a stocktake if stock is not currently well controlled.
Mobile app used for sale shipment picking, purchase receipt scanning and other warehouse functions
If the mobile app is not yet deployed:
 Scan checking of goods receipted ( perhaps using a very large screen in the receipting area) and blue tooth bar code scanners.
Scan checking of sale shipments as
Partial CRM including cases for sales reps, cases for remote service desk  and use of more advanced sales reports. Sales force integration recommended for Office Brands dealers.
More advanced financials including automated bank reconciliation, GST batch, supplier ABA bank integration
Implement the best practice End Of Month Procedure

Service module sites

Monthly meter counts and meter charges using data automatically captured from machines and customer emails
Mobile app for technicians
Machine profitability report

Best practices

All Sites