🚀 e-manage|ONE Implementation Overview

🚀 e-manage|ONE Implementation Overview

🚀 e-manage|ONE Implementation Overview

Implementing e-manage|ONE is a structured and collaborative process designed to set your team up for long-term success. Below is a detailed overview of what to expect—from the moment you sign your agreement to your official “go live” date and beyond.


📩 What Happens After You Sign the Contract?

Once your agreement is signed, you’ll receive a Welcome Email from your assigned Training Expert outlining your next steps, including:

  • Completion of the Request for Information (RFI) form, which allows us to tailor your database to your specific business needs.

  • Setup of your environment: user accounts, installation instructions, and QuickBooks integration.

  • Coordination of your onsite training schedule.

🗓️ Typical timeline: 6–8 weeks from start to onsite training, depending on your availability and responsiveness.


⏳ How Long Does Implementation Take?

The average implementation—from signed agreement to completion of onsite training—takes approximately 6–8 weeks. Some dealers have completed it in as little as 4 weeks, while others take more time depending on their preferred pace.

✅ After training, you’ll receive 6–8 additional weeks of post-training support from your assigned trainer.


🧠 What’s Included in Onsite Training?

  • Duration: 1 week

  • Format: Hands-on, role-specific training tailored to your business and workflows

  • Goal: To equip your team with real-time experience in your own e-manage|ONE environment


💵 Is There an Extra Cost for Onsite Training?

  • Onsite training is included in your Implementation & Setup fee.

  • Travel expenses for the training team will be billed separately after the onsite visit.


✅ What Are the Implementation Prerequisites?

Before onsite training, you’ll need to complete the Implementation Setup Checklist, which includes:

  • User installation

  • QuickBooks integration

  • Basic company setup

📘 Refer to our System Requirements Guide for detailed specs.


💡 Do I Need Technical Expertise?

No! Our team will walk you through the entire process. You do not need any technical expertise to successfully implement e-manage|ONE.


🔧 Will Implementation Disrupt My Business?

We’ve designed the implementation to minimize disruption. Here’s how we recommend structuring your training week:

  • Administrative staff should participate in all sessions.

  • Sales and operations teams can typically manage their tasks around training.

  • Full participation is key to ensuring a smooth transition.


🔁 What About My Existing Data?

We’ll help import your customer and vendor data from QuickBooks or Excel.

Please note: Existing project data from other systems will not be migrated into e-manage|ONE. This ensures a clean start.