Implementation Process
BEGIN — AT THE END!
Our methodology
ETHOSystems performs every implementation, much like you handle your project work. We begin by performing a detailed design of the system that dovetails with our project schedule.
This process starts with a thorough review of the discovery document compiled during your sales process. We then set our goals and milestones for your project based upon a detailed scope of work. We begin with the end in mind.
From your implementation kick-off meeting all the way through to your post mortem wrap-up, we are with you every step of the way. Our expertise lies in the software, but our level of service will ensure we exceed your goals.
IMPLEMENTATION METHODOLOGY
DISCOVER
First, identify needs, document your business (entities, locations, existing processes and systems, key objectives and opportunities, key players), project growth plans, and future needs. Select the right modules. Broadly define outcomes.
PLAN
Then, collect key information — Chart of Accounts, reporting needs, inter-company allocations. Identify key implementation players and roles. Build a project plan, set a firm implementation date.
DEFINE
Next, detail required processes using proven best practices, tailored to workflows supporting business needs. Make it yours. Prepare critical data (detailed and historical) for migration. Secure the system with permissions and authorizations.
BUILD
Now, provision Sage to implement the defined design. Migrate current data into the software.
MODEL
Almost ready! Test the system, prove the outcomes, prepare for the transition to go-live.
SUPPORT
Finally, roll out with ETHOSystems staying with you for a month after go-live to ensure success, provide first-time assistance to key actions like bank reconciliation, then transition to Ethosystems ongoing Support.
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