What is does the Implementation Process implementation process for e-manage|ONE involve?
Once the proposal is accepted and the contract is signed, you will receive a “Welcome” email from your dedicated trainer. This e-mail will include instructions on the initial information needed from you about your company to help us begin to customize your database for your business. Once we have the Request for Information returned, we will begin creating your users and customizing your database. You will then receive installation instructions so that you can install the software of all of your users PC’s. We will need to connect e-manage to your QuickBooks data file and then we can schedule onsite training! Post-onsite training you will have a dedicated trainer for the following 6-8 weeks to support you in whatever way you need to get you fully up & running.
How long Upon agreement and contract signing, you'll be welcomed via email by your assigned training expert. This email will outline the initial steps and information we require to tailor your database specifically to your business needs. After receiving your completed Request for Information, we'll proceed to set up user accounts and customize your database. Following this, you'll receive detailed installation instructions for your team's computers. We'll then integrate e-manage|ONE with your QuickBooks data, setting the stage for onsite training. After training, you'll benefit from 6-8 weeks of dedicated support to ensure a smooth transition and full operational capability.
How extensive is the onsite training?
Onsite training is 1-weekThe onsite training spans one week, designed to provide comprehensive learning and hands-on experience.
Is there an additional charge for onsite training an additional cost?
This cost Onsite training is included in your Implementation & Setup fee. HoweverNote, however, that travel expenses for the training team will be billed separately post-onsite trainingafter the training concludes.
What are the prerequisites or requirements for implementing e-manageONEmanage|ONE?
The Before onsite training, you must complete the Implementation Setup Checklist must be completed prior to onsite training which includes items such as User Installation, QuickBooks connection, etc. QuickBooks desktop is required, which covers user installation, QuickBooks integration, and other preparatory steps. Please consult our System Requirements document for detailed information.
Do I need to have any technical expertise to implement e-manageONEmanage|ONE?
No , we will guide you along every step of the way.
Will there be any disruption to my business operations during the implementation process?
The implementation of technical expertise is required on your part. Our team is committed to guiding you through every step, ensuring a seamless setup and integration process.
Will business operations be disrupted during implementation?
While e-manage|ONE does require a strong commitment from our customers and we do find the customers that are most successful make the implementation the main priority. With that being said, it is not required you close the doors for the 1-week onsite training but if possible, we do suggest postponing client meetings and internal meetings for the training week. Admins will be required to attend every session but other users such as Sales or Operations will have time in between sessions to tend to business. However, hands on practice is highly recommended so again, we do recommend making a commitment to making the e-manageONE Implementation the main priority for the week of onsite training. How will my existing data be 's implementation demands commitment, it's structured to minimize disruption. We recommend dedicating the week of onsite training to learning and practice, without necessarily closing your business. Administrative staff should attend all sessions, but sales and operations teams will find flexibility to manage their duties around the training schedule. Prioritizing engagement with the implementation process is key to a successful transition.
How is existing data migrated or integrated into e-manageONEmanage|ONE?
We will 'll import your Customers customer and Vendors in vendor information from QuickBooks or via excel if you are not currently using QuickBooks. We will not import any project info from your old software.
When can we “go live”?
We recommend during the onsite training week that you begin entering all “new” projects into e-manage|ONE. No better time than when you have a knowledgeable training specialist by your side! What we mean by “new”: anything that has not had an order processed in your old system (even if you have already quoted it to the customer!). Practice makes perfect!
Can e-manageONE be customized to suit my specific business needs?
Absolutely! During the onsite training we spend time going over your tools in your tool bag so you know exactly how to tailor the software to suit your needs. We will spend some time together customizing some items during onsite trainingExcel. However, existing project data from other software will not be transferred to ensure a clean, efficient start with e-manage|ONE.
Can e-manage|ONE be customized to fit my specific business needs?
Yes, customization is a core feature of our training and implementation process. Onsite training includes sessions dedicated to adapting the software to your unique operational needs, ensuring e-manage|ONE works for you in the most effective way possible.
When is the "go live" date?
We encourage entering new projects into e-manage|ONE during the onsite training week. "New" projects include those orders not yet processed in your previous system. This approach maximizes the benefit of having a training specialist at hand and accelerates the learning curve through practical application.