Getting Started - Setup and Training

Project Scoping

This is an important process of learning and understanding your Business Requirements. 

Scoping Guideline

• Entities - Branches, Customers, Suppliers, Contractors, etc.

• Sales - From Enquiry through to an Order received

• Operations - (Production, Procurement, Inventory) - Different product types may require different operation flows.

• Accounting 

• Management

• Document and Email templates - We will require your logos, mastheads, terms and conditions to personalize your document templates

• Reporting & Notifications 

Master Data

Standard spreadsheets will be supplied for you to capture your existing Masterdata. These include:

• Company - Name, Address, Contact Numbers, Website, Reg. No., VAT No., Bank Details, Directors, etc.

• Staff and Users - Name,  Position, Contact details including Email.

• Customers - Can be imported from a .csv file

• Suppliers - Can be imported from a .csv file

• Materials & Products - Other than HikVision products. 

• Services

Setup and Configuration

Once the Scoping is complete and we have received and confirmed the Master Data, we will set up the database, import your master data, customise the document and Email templates. 

Customer Review & Training

Before we start training, we will review the processes and templates that have been created with the designated person. This is a form of soft-training to ensure that we have interpreted the business requirements correctly and to make the users familiar with the application before starting the actual user training. During the review process, we will be driving the application, but during the Training, the user will ideally be driving the application with the trainer's guidance. For quality control purposes, all our Review and Training process will be recorded and uploaded for future reference.

Go Live and Post Live support

When the project goes live, we will make sure we have one of our senior resources available to guide you through the teething process.  Our partnership ensures that you always have access to our helpdesk to provide you with any assistance you may require going forward.