Quite possibly the most important question any potential client can ask after making a system purchase decision. Firstly, put together a bullet point list of what you think you’ll need. Doesn’t have to be too granular, maybe just a “day in the life” description for the various departments. For example, you can talk about how your sales people sell your products and services, how you invoice after shipping or before, things like that. We’ll use this list to help prepare our initial on-boarding interview. The more prepared you are, the better we’ll be able to help you. Secondly, you need to plan to be available. We can’t read minds (although we’re working on that), but we can communicate with your key decisions makers which will be expected to do just that ‘make decisions”. We highly recommend you have a financial advisor that can interface with our CPA to help execute on your financial processes.
How can we maximize implementation success and how can we get started ?
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