1
Discovery
Understand current workflows, departments, reporting needs and pain points.
2
Configuration
Set up modules, roles, permissions, records, workflows and implementation priorities.
3
Data readiness
Prepare customers, suppliers, products, employees, accounts and opening records for use.
4
Training
Help users adopt daily workflows with focused department training and support.
5
Go-live support
Review usage, resolve gaps, refine reports and help leadership build confidence in the system.