What is the Implementation Process for e-manage|ONE?
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 is the onsite training?
Onsite training is 1-week.
Is onsite training an additional cost?
This cost is included in your Implementation & Setup fee. However, travel expenses will be billed separately post-onsite training.
What are the prerequisites or requirements for implementing e-manageONE?
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.
Do I need to have any technical expertise to implement e-manageONE?
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 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 migrated or integrated into e-manageONE?
We will import your Customers and Vendors in 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 training.