In this task you and other team members will receive an overview of the implementation process.
Implementation Overview
Designed for Self-Implementation
Unlike ERP systems, which require onsite consultants to get up and running, DBA is designed for self-implementation. Our self-implementation method has been refined over many years and has a proven track record of success with hundreds of companies worldwide.
Self-Implementation Tools
The following tools assist you with self-implementation.
•Startup Wizard: This screen guides you through the implementation process so that master tables are fully populated in the correct order, forms and labels are customized as needed, users are rehearsed in workflow processes, and startup day processes are correctly performed prior to system activation.
•User Guides: Each phase of the “Total Control” workflow is covered by its own user guide for conceptual overviews and setup details.
•Training Videos: Training videos cover all aspects of system setup and operation.
•Sample Company: A separate sample company is provided for setup reference and for user rehearsal of workflow processes.
•Training Company: Can be optionally installed side by side on your server to allow for you to explore your data without compromising your live company. It is imperative that you do not enter inventory quantities or perform test transactions in your live system prior to System Startup Day.
•Support Tickets: Whenever conceptual questions arise within any given task, users can submit support tickets for help from our support staff.
How Self-Implementation Works
“Self-implementation” is more than just a phrase -- it’s a formal, structured methodology. The Startup Wizard guides you through the specific tasks to be performed, in their correct order. You perform each task, flag it as completed, and move on to the next task. Self-implementation progresses through these 14 phases:
Phase 1 – Project Team
In this first phase you will assemble your implementation team and designate one person as the Project Manager. Team members will be furnished with support center accounts and user names.
Phase 2 – Orientation
In this phase all members of the project team will receive an orientation on the implementation process, including an overview, success guidelines, mistakes to avoid, implementation rules, and common questions.
Phase 3 – Installation
In this phase you will verify that the software was installed properly and that appropriate workstation access is provided throughout the office and shop to accommodate workflow processes.
Phase 4 – System Setup
In this phase various system-level setup tasks will be performed, including your company address, home currency, and tax tables.
Phase 5 – Bill of Manufacturing
In this phase all tables related to bills of manufacturing will be populated, including suppliers, stock items, work centers, subcontractors, routings, and components.
Phase 6 – Inventory Control
In this phase all tables related to inventory control will be populated and formatted, including locations, item location assignments, and inventory label formats.
Phase 7 – Sales Orders
In this phase all tables related to sales orders will be populated, including base prices, price levels, discounts, terms codes, ship methods, customers, delivery addresses, and acknowledgment, packing list, invoice, and shipping label formats.
Phase 8 – Custom Manufacturing
In this phase all tables related to custom manufacturing will be populated, including one-off item defaults, standard processes, and quote format.
Phase 9 – MRP
In this phase all tables related to MRP will be populated, including the shop calendar and item MRP settings.
Phase 10 – Shop Control
In this phase all tables related to shop control will be populated, including job labor defaults, shifts, workers, and receipt label formats.
Phase 11 – Product Costing
In this phase all tables related to product costing will be populated, including shop rates, work center cost factors, and P item estimated costs.
Phase 12 – Financial Accounting
In this phase all tables related to financial accounting will be populated, including accounting periods, general ledger setup, and sales and COGS accounts.
Phase 13 – User Training
In this phase users will rehearse workflow processes in the sample company to be fully prepared to go live on system startup day.
Phase 14 – Startup Day Preparation
In this phase you will select a system startup day and set up workstation access, user names, and password security.
Phase 15 – System Startup Day
In this final phase a set of tasks will be performed on system startup day prior to activating the system for live use, including initial stock quantities, open sales orders, open purchase orders, and open jobs.
No accounting conversion is required
Self-implementation is further facilitated because no accounting system conversion is required. Our financial transfer capability enables you to continue using your existing accounting system without interruption for all financial processes, including receivables, payables, banking, payroll, and financial reporting.
No special expertise or experience is required
You do not need manufacturing expertise or previous experience to be successful with self-implementation.
Any company willing to apply time and effort can follow the steps in our Startup Wizard to get the system up and running without onsite help.
