The Launch step ensures that:
- We understand your reasons for subscribing to the App
- We have a clear understanding of your environment
- You and your team understand what’s required to implement the App
View the tutorial to get an understanding of what an implementation looks like and what will be covered in the initial Get to know one another call.
Prior to the call:
- The Operations questionnaire containing key information for configuring the App appropriately will be emailed to the custodian
- The IT questionnaire will be emailed to the IT manager, so that our implementation team can access your ERP server to install the ERP Connector
The Integrate step involves:
Installing the ERP connector
Ensuring that your inventory data is extracted and processed automatically on a daily basis
Once data is imported, you:
Conduct the initial data validation to ensure that the data in the App accurately reflects the data in your ERP
The Refine step is focussed on configuring the App for your environment and starts with an online data review session. This review identifies any changes required to either:
The configuration of the App
The data extracts
The data in your ERP
Accurately defining your Stocking Indicator is critical for inventory planning, so that the App knows:
which items you plan to keep in stock
which items you will only buy when a customer orders them
which items you will not buy under any circumstances
Other data to clean up during this step includes:
Minimum Order Quantities (MOQ) / Order Multiples (OM)
The Learn step starts once the data in the App is looking more reliable and representative.
New users are added
They engage in the training material
They start to actively apply what they are learning
The Use step involves you and your team using the App to:
Review order recommendations, and place orders
Review and amend forecasts
Refine inventory policy
Investigate and action anomalies
The Use step concludes with an online order review to ensure that the orders being recommended by the App reflect the business needs more accurately.
Typical activities in this step include:
Setting and refining your inventory policy
Reviewing and amending forecasts
Reviewing and actioning the top 5 lists on the dashboard
Place orders using the App and integrate purchase order uploads back into your ERP.
Once configured, the App can create a file in the format required for importing into your ERP.
Also see: Available order formats