5 Steps for a Successful Inventory Software Implementation
With 13 years and over 125 implementations under his belt, Lance has seen plenty of success and unfortunately some failure. The biggest lessons were learned from failed implementations, meaning the money spent on the software licenses and implementation services went to waste. Learn from other’s mistakes! These 5 steps were created to assure success! Experience has shown that if these 5 steps are completed, the inventory software implementation will be a success.
The following steps were developed and proven over years of experience:
- IT Infrastructure –
We partner with the best hosting providers and work with your local IT guys built a solid foundation. Hardware, bandwidth, connectivity, networking and security are all considered. Your software needs to sit on a robust foundation that can handle the data storage and usage.
2. Practice File Setup –
Create a part scheme that is scalable. Decide on part types. Import your data into the file. Including customers, vendors, parts, bills of material, locations, units of measure, users, pricing rules etc. Create a copy of your accounting software file. Map the inventory software to your accounting software and take notes of the part account mapping. Map class tracking.
3. Process Design –
Document your desired overall workflow summary. Following your desired workflow, enter live transactions into the practice file to test the software settings and the data setup. Record decisions on best practices for each separate procedure. Sales Order entry, Work Order entry, WO fulfillment, SO fulfillment, BOM creation, Transferring, PO creation and fulfillment. AR/AP management. Receiving, picking and shipping. Right the name of the individual responsible for each procedural step on the SOP. Design custom reports and custom integrations as needed.
Once Process Design is completed, schedule the Go Live date.
4. Training and practice –
Practice the processes and update them as needed. Using the SOP type documents, you just created, train your staph on their new responsibility. Hold them accountable. Assign them to enter live orders into the practice system and fulfill them.
5. Go Live –
Create a new blank inventory file. Export the list type data (parts, locations, users, customers, vendors even open live orders) into a spreadsheet. Import the list type data into the live file. Import live quantities and values. Connect to the live accounting file. Create an adjusting journal entry to begin the software sync in balance.
Inventory Software Implementation
Inventory software, especially manufacturing software, requires careful implementation to assure you will have a successful experience. The inventory software has to be setup right and it has to be used right. Those two things are essential. Lance has helped over 125 companies implement Fishbowl Inventory since 2016. Begin with a sandbox environment
Accounting Software Implementation
Begin with the chart of accounts. Ask a trusted advisor for best practices regarding setup. There are decisions that, if made early, will save you some heart ache later on. Understand the terms the software uses to describe the fields and functions. Begin with a test account
CRM Software Implementation
Customize your sales pipeline. Create a web to lead form on your website. When a prospect enters a contact form on your website the data should automatically create an opportunity and lead in your CRM. Most CRMS have this function. Also, give your customers access to their account through an online portal. Create user names and user rights. Begin with a practice account