TrulinX Software Implementation Process

Step 1: Analysis of Business Requirements

During the sales process, our sales consultant will conduct a discovery meeting to determine your business objectives and identify areas within your business processes that can be improved with implementation of new software. We provide an on-site demonstration, tailored to your company, of all the benefits TrulinX has to offer.

Step 2: Process Management

Your Installation Coordinator will initiate a series of regularly scheduled phone conferences to review current operations, identify management’s critical business issues, and prepare a project agenda via project management software that will map the steps that need to be accomplished by both parties to achieve the planned Go Live date.

The project agenda will include tasks to be done in the conversion and implementation process by both your staff and Tribute staff.

The project is a team effort and the burden lies on both parties to achieve a timely implementation. A delay in the completion of assigned tasks by the customer will result in the postponement of the originally planned Live Date.

ERP implementation requires a buy-in from the entire staff and assigning a dedicated implementation project leader who serves as the point person on the project is imperative.

Step 3: Data Migration

Your new database is created through a combination of data conversion and data input. A TrulinX software implementation specialist will provide you with guidelines to extract the data from your legacy system and make sure it is clean and correct.

Newly converted data and any additional data will be moved into TrulinX Live and Trainer databases so you can perform a thorough review and begin training. TrulinX maintains the trainer database after you Go Live to enable new employees to train without damaging your operating database.

Step 4: Software Training

Operational training is conducted on-site a few weeks before going Live. Training will cover Quote & Sales Orders, Shipping, Purchasing and Receiving, Accounts Receivable and Accounts Payable. The trainer database must be complete before this can be accomplished. This initial training period is to introduce the appropriate staff to the daily tasks they’ll be using in the new application. A point person from each branch should attend to ensure consistency in training across the organization.

Step 5: Go Live

A TrulinX installation coordinator is on-site for the first week you Go Live. Having support staff at your company as new software and procedures are implemented ensures proper procedures are followed and the stress of change is kept to a minimum.

Step 6: Follow-Up Training

Optional Follow-up training can be scheduled for six to twelve weeks after you have gone Live to review procedures and go over questions. This can be accomplished via phone consulting, webinars, or an onsite visit.