Business Management Software for Office Supplies Dealers

Timing, Training and Testing

We at Horizon® office supplies software take pride in an implementation process that is developed specifically around each customer. Our goal is to help you get the maximum benefit from your technology investment. We work closely with you throughout implementation to ensure your confidence in the system. During this period, your dedicated professional services consultant makes follow-up calls to check on your progress, answer questions and resolve any issues.

Implementation process

Guidelines for the successful deployment of Horizon software

STAGE I: WELCOME AND PROCESS REVIEW

  • Welcome call to review purchase
  • Review timeline and key milestones
  • Assign and meet Project Manager and Lead Consultant
  • Discuss project and training plan
  • Review and answer questions about required documentation

STAGE II: DATA IMPORT AND EVALUATION (Optional)

  • If converting from another ECi platform, work with consultant to convert data
  • Alternately, data can be imported from other systems via CSV spreadsheet (paid service)
  • Extract data from legacy system when possible, work in spreadsheets when not possible
  • Review and cleanup of data prior to import into Horizon

STAGE III: TRAINING AND TEST ORDERS

  • View training webinars and work with trainer for questions
  • One-on-one scheduled phone time with your training specialist as needed
  • Training designed as an 8-week program
  • Can be conducted faster or slower if desired
  • Begin running test orders through Horizon software midway through the training process
  • Train your team internally on order process prior to going live

STAGE IV: GO LIVE

  • Once you are comfortable with processes, work with your trainer to confirm go-live date
  • Readiness Review to determine how ready you are to go live
  • Final review of training checklist with training specialist
  • Transition to Support status via warm transfer call

Data conversion

Whether you're transitioning from one system or multiple systems, Horizon understands the importance of a seamless and accurate data conversion process. If converting from another ECi system such as Vision, you will work with your trainer to make the data conversion process as seamless as possible. Alternately, if coming from an outside platform, we offer a paid service facilitating the import of external data.

Demo Horizon® Software

See Horizon for yourself with a customised demo to suit your needs.

REQUEST A DEMO NOW

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