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Success Methodology


A successful ERP software implementation – for a great product like SAP Business One – returns the expected value in a reasonable time frame with a reasonable amount of mutual effort.

Once we understand your business strategy and key issues at a macro level, we work together on a granular framework and create a plan that includes the following key steps:

Business Process Assessment

The business process assessment usually accounts for 30% of the work in a system implementation. In this stage, we're working together to look at your processes in detail.

For example, we’ll step through the entire order-to-cash process, looking at each process, transaction, and document used for flow, approval, use, and storage.

At the conclusion of the assessment, we'll have mapped out both current and ideal processes to implement in the software. We'll have learned a great deal about your business, and interestingly enough, you'll learn new things about your business too!

Deployment Planning

During this phase of the project, we work together to review what was documented in the business process assessment with those who will use the system on a day-to-day basis, molding the system for your specific business use. This stage of work accounts for approximately 20% of our work together.


Installation is more than simply loading software. During this stage of our work together, we’ll be reviewing and, as needed, updating the hardware and network infrastructure required to run the system. We’ll also be working with you to test and evaluate data conversion routines so we have a clear understanding of what data will come into the new system with ease, and what data will require some level of transformation. This phase is approximately 10% of our work together.

Training Pilot

After installation, your team is ready to go through a combination of training and pilot. This is a hands-on approach that takes place in a similar company setup with much of the data that we used to test the conversion process. Together we'll walk through real business scenarios – taking orders, processing bills, setting up inventory items, running transactions, etc. We do all those things to validate how it's going to operate for the way you do business. This is generally 40% or more of our time together.

Final Pre Go Live Review

In planning for go live, we make sure that everything is done – critical reports and forms are in place, staff is trained – so that everyone has practiced in a safe environment and has confidence in how they accomplish their responsibilities in the new system.

At this point, we do a final data conversion. This is done at the last possible point at which the old system data can be brought over and open items, receivables, and orders can be loaded so that when you switch to the new system, your team is off and running.

Post-Go Live Review

After you're live on your new system, we'll still be there to support you. In the first few days of running the new system, we’ll be on site, helping out, then we'll be back for significant events such as monthly close or yearly close processes. And, of course, we are always available via phone and through remote systems support.

Learn More about Our Success Methodology