Our process for getting you up and running is quick and easy. We have been doing this for over 20 years and have learned the right questions to ask and know that getting the information correct from the start is critical.
Initial Phone Call / Meeting - This is where we ask 15 questions to determine if PAC is a good fit. If it is, great. If not, we will do our best to point you in the right direction.
Define objectives, who will be involved and timing - We meet with leadership and determine who the right people are to get the information needed to meet the objectives. In this meeting we also cover any culture or team member concerns that we need to be aware of.
Schedule and meet with all team members involved - We like to meet with the head of sales, operations and finance first. These meetings are typically a couple hours each. Again, we have a template document that we go through to make sure we ask all the questions needed to find any special case scenarios that need to be considered when doing any customization and/or implementing the system. Next, we meet with the other team members, usually one on one so they can speak freely and share their concerns / suggestions to make PAC successful.
Document customization needs and implementation plan - During and after each of our meetings we put together our notes in an organized way so we can present our findings, suggestions and implementation plan.
Review with leadership - At this point we usually have a decent understanding of the needs, have a plan in place and want leadership buy in. We will present what we think is the best plan of attack and the level of customization needed to get there. We look to the leadership to make sure we are in line with their vision, budget and timing. Once we all agree, we like to meet with all the team members and share the plan because we believe open communications is critical.
Meet with everyone involved and get them excited about what's coming - This is an important step because the next step is implementation and we need everyone on board with the plan. Every company we have worked with has the typical team members that don't like change, find any reason possible to fight the system, need extra hand holding throughout the process, etc. We take this opportunity to get people excited about what is coming and give them reassurance that the software is there to make their lives easier and more rewarding. This doesn't need to be a long meeting, but open communication is critical for the success of PAC implementation.
Implement - Whether we roll out everything at once or in phases, every implementation follows the same process. It includes documentation, how-to videos and training as needed. We like to talk with all the team members as they get up and running and make sure they understand how to use the software and also why the software is needed and how their job impacts up/down stream in the business. Doing this extra step makes the team members realize they are critical to the success of the company and adds to company moral.
Meet monthly to review usage and anomalies - In our opinion, this is critical for the longevity of the processes. By this time you have made a significant investment in PAC, your time and the time of your team members. We want to make sure all this hard work and associated costs continues to pay off. If this step isn't done at least monthly it is very likely that processes will start slipping and within a year there will be team members doing things outside the software, some data won't be getting entered in PAC and in no time all this effort will have been for nothing. We know you don't want that to happen and we don't want it either. That is why we put in PAC the ability to track and report on system usage and we monitor that for you. If we notice changes in the system usage we bring it to your attention and determine the next steps to correct it.