5 steps implemetation methodology by riger
TRANSCRIPT
Implementation Methodology
5 SIMPLE STEPS
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Implementation Methodology
5 Simple Steps
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Design
Configuration
Integration
Testing
Training
Go Live!
Design
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Operations BlueprintCompany StructureService Documents FlowRental ProceduresWork Flow Routing Rules
User SetupApproval Authority Users and RolesKPI DashboardsUser Interfaces
Additional FeaturesMobile AppsSafety ModuleIntegrationSpecific Requirements
Operator
Dispatcher
Accountant
Operations Manager
FT
FT
FT
FT
Step 1.
Configuration
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Service and Rental OperationsCompany StructureService Documents FlowRental ProceduresWork Flow Routing RulesKPI Reports and DashboardsSpecial Documents and Journals
Import Data and Initial SetupClients and ContactsEquipment and Serial Numbers
Initial SetupUsers and RolesUser InterfacesPrice Book ConfigurationGeo Setup
Step 2.
Version 2.3
e-Pr
ocur
emen
t
ERP and Accounting Software
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Integration
ERP and Accounting SystemsClients Service InvoicesRental InvoicesSales InvoicesSales TaxesVendorsPurchase Invoices
E-procurement ClientsInvoicesWell, LSD, PO, AFE, RigRental Equipment and Services
Other SystemsClient’s Specific Requirements
Step 3.
Testing
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User’s InterfacesRightsVisibilityAuthorizationDashboards and ReportsLocal Work Flow
IntegrationNew Client EntryInvoices Export ControlInvoices Tracing
SystemSpeed CapacityUsabilityWork Flow Scenarios
Step 4.
Training
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GroupGeneral OverviewScenario TrainingBest Practices
IndividualFace-to-Face Consultation
AdministratorsTechnical IssuesAdmin Functions
Support DocumentsUser ManualVideo TutorialsOn-Call SupportWeb Support
Step 5.
Go Live!
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Invoice Accurate and Faster
Organize Critical Business Data
Improve Fleet Utilization
Protect Assets
Enhance Response Time
Manage Performance
Increase Value of Business
Call Today403-918-5779
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