Implementation

Your plan to go live with NextGen Enterprise is as easy as…

Implement NextGen Enterprise
At this point you are familiar with the works and benefits of NextGen Enterprise. You have worked with a preliminary test version and are well aware of the power and features of this job management and accounting software application.
Please visit ‘Streamline Your Business‘ for further clarification.

1. Product training and appointing of access levels
The first task for any implementation is to decide who within your team has access to which part of the application. The admin level user can then coordinate the implementation with the NextGen Enterprise appointed product champion and staff.

2. Confirm your order and get the Start-Up Pack
Upon payment we will send you a Welcome / Start Up Pack. This pack contains a list of information and items we need to customise your system.
Here we will collect the base information like the store name, number of licenses/tiers required, store email addresses, and setup the domain name you would like to use to access the product.

3. Once paid for in full, you receive a welcome pack and get access to the system
A welcome pack gets emailed with user guide, you receive the administrative user account and the system provisioned with the number of licenses purchased.
A form is sent which gives you customization and process options, including:

  • Job status’
  • Job work-flow
  • Job form
  • Job notifications (email/SMS based upon job status’)
  • User accounts/roles for your staff (based upon the number of licenses they have)

These customisation options above will be discussed in all detail during your one-on-one consultation.

4. The customizations and configurations of status and workflow will be made to your requirements
At this point the system will be ready for the system to go live.

5. Advanced customizations
a.  Forms/Email Templates/Job sheets
b.  Chart of Accounts for SQL Ledger
c.  Client data import, if it has been arranged beforehand.

6.  Advanced training for Accounting and book keeping is available
Training will be coordinated and managed as closely as possible to your schedule.
Here we can help you to help yourself to keep your records up-to-date and do your Trail Balance, Income statement and the like.
NextGen Enterprise is a state-of-the-art cloud small business software application, which allows remote setup and on-line support via Skype video conferencing.

Moving Forward
The change management experience by implementing any new software can be daunting. However once users come to appreciate the huge benefits they will personally receive in using NextGen Enterprise, change and adoption really begins.
Rest assured that once the implementation is complete you are not alone. NextSoft provides support to all users as a component of your software maintenance.

The job management software and accounting engine will only be available as a software as a service. This will allow for ease of installation and customizations. Having the software as a service model, means that within a few days we can have your system all setup, configured and ready to go.

 

Share