Implementation & Consulting
NetSuite, Intacct, Zoho CRM - Implementation & Consulting Services
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Our consulting group is made up of CPA's, Business Process Engineers and Management Consultants. We approach every CRM, ERP and Accounting software implementation from the stand point of helping companies with best business practices and meeting their critical business requirements. Were not just technical software consultants simply showing you how to use NetSuite, Intacct, Salesforce and Zoho CRM.
We will map out a tailored implementation strategy to match each client's specific requirements. This unique consulting approach will ensure a successful implementation and allow companies to get the most out of their CRM, ERP and Accounting software (NetSuite, Intacct and Zoho CRM). We make implementations EASY!
Types of Implementations
- Turnkey Implementations. This is a full implementation where our consultants take care of everything from setup and data conversion to final testing and delivery. Our goal is to make the conversion as seamless as possible for our clients. This is ideal for companies that do not have the time or internal resources to successfully implement an on demand (web based) CRM, ERP and Accounting solution.
- Mentored Implementations. This is where we project manage, consult and guide your internal team through every step of the implementation. We review the software setups and data files before imports. Are also available for brain storming sessions and support as requested. The goal is ensure no significant mistakes are made and to save on implementation costs.
- Fixed Priced Implementations. This is where the scope of the project is specifically defined and our consulting will successfully deliver the specified services for a not to exceed price. This type of consulting provides our clients with the comfort level of known costs and expectations.
Implementation Phases
- Core Implementation (Phase I) - Initial phase where the primary goal is to fully replace existing legacy systems, achieve effective operational functionality within the new solution and position both the application and implementation team for next steps.
- Adapting/Learning (Phase II) - Gaining a comfort level with the new solution; processing transactions, reporting and searching. Efficiencies are dramatically improving. The staff and implementation team are quickly identifying other areas within the new solution to target for future improvements.
- Extending (Phase III) - A continuous improvement program targeted at identifying areas of struggle within companies, prioritizing and providing ongoing support to help improve those difficult areas. It's a journey..
THE GOAL! - To have a successful, profitable, growing business.
“When business software is setup correctly, people fully understand the capabilities and possible uses, and are adequately trained. Business software should improve your company’s productivity and provide strong information reporting structure.”
NetSuite Services Include: NetSuite Fit Analysis, NetSuite Optimization, NetSuite Business Process Engineering, NetSuite Project Management, NetSuite Implementation, NetSuite Re-Implementation, NetSuite Consulting, NetSuite Advise, NetSuite Data Conversion, NetSuite Integration, NetSuite Training, NetSuite Support, NetSuite Customization and NetSuite Web Site Design.
Intacct Services Include: Intacct Fit Analysis, Intacct Optimization, Intacct Business Process Engineering, Intacct Project Management, Intacct Implementation, Intacct Re-Implementation, Intacct Consulting, Intacct Advise, Intacct Data Conversion, Intacct Integration, Intacct Training, Intacct Support and Intacct Customization.
Zoho CRM Services Include: Zoho CRM Fit Analysis, Zoho CRM Optimization, Zoho CRM Business Process Engineering, Zoho CRM Project Management, Zoho CRM Implementation, Zoho CRM Re-Implementation, Zoho CRM Consultant, Zoho CRM Advise, Zoho CRM Data Migration, Zoho CRM Integration, Zoho CRM Trainer, Zoho CRM Support and Zoho CRM Customization.