Implementation/Onboarding FAQ

What does the implementation process for e-manage|ONE involve?

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?

The onsite training spans one week, designed to provide comprehensive learning and hands-on experience.

Is there an additional charge for onsite training?

Onsite training is included in your Implementation & Setup fee. Note, however, that travel expenses for the training team will be billed after the training concludes.

What are the prerequisites for implementing e-manage|ONE?

Before onsite training, you must complete the Implementation Setup Checklist, which covers user installation, QuickBooks integration, and other preparatory steps. Please consult our System Requirements document for detailed information.

Do I need technical expertise to implement e-manage|ONE?

No 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'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-manage|ONE?

We'll import your customer and vendor information from QuickBooks or Excel. 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.