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Tune Up – Optimization

Tune Up, Optimization and Re-Implementation Services


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Is your company not fully utilizing all the features and functionality of your cloud CRM, ERP and Accounting solution?  Are you not realizing the return on investment (ROI) that you were expecting?

** Is your CRM, ERP and Accounting solution implementation STALLED?   Let us help.

A Tune Up – Optimization of cloud CRM, ERP and Accounting software is much like a brand new implementation of these solutions.  It is just as important to manage the implementation from the stand point of helping company’s with best business practices and meeting their critical business requirements.  Not just simply showing end users how to better use the software.

The Right Cloud Solution.  Successfully Delivered!

Steps of a Re-Implementation

  • Business Discovery/Requirements Session. A detailed analysis of a company’s current processes, procedures and software requirements in each of their primary business functions; sales, purchasing, inventory control, production, job tracking and accounting.  Specifically will identify areas of concern and explore opportunities for improvement.
  • Re-Implementation Plan.  A specific plan detailing opportunities for improvements in productivity, reporting structure and overall company success.  Will also provide a tailored re-implementation strategy to match your specific requirements.
  • Review and modify any software setups and configurations.
  • Provide business consulting, training and support for any new processes and procedures.
  • Deliver a successfully implemented on demand CRM, ERP and Accounting solution.  Realize the return on investment (ROI) that you were expecting.

Types of Implementations

  • Turnkey Implementations.  This is a full implementation where our consulting group primarily takes 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 a web based CRM, ERP and Accounting solution.
  • Mentored Implementations. This is where we project manage 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 provides our clients with the comfort level of known costs and expectations.

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.”