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Timing, Training, and Testing

ECi e-automate® takes 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 account manager makes daily follow-up calls to check on your progress, answer questions, and resolve any issues.

Implementation process

Guidelines for the successful deployment of e-automate

STAGE I: WELCOME AND EARLY ACCESS

  • Welcome call to review purchase
  • Review timeline and key milestones
  • Assign conversion team and trainer
  • Discuss project and training plan
  • Complete business questionnaire

STAGE II: DATA PULL AND EVALUATION

  • Review expectations for data
  • Discuss reporting requirements needed
  • Offer advice on how to clean-up your imported data
  • Provide details of legacy system codes for customer to convert to e-automate codes
  • Watch training videos; ask questions as needed

STAGE III: TRAINING AND FINAL TESTING

  • Audit data for accuracy
  • Customer tests processes to ensure data integrity
  • Track and report data issues
  • Complete testing checklist
  • Train employees on e-automate processes during test processing
  • Watch training videos, and ask questions as necessary

STAGE IV: GO LIVE

  • Review final checklist with trainers and consultants
  • Readiness Review to determine how ready you are to go live
  • Final review of training checklist with assigned consultant
  • Go live
  • Transition to Support status

STAGE V: FOLLOW UP

  • Confirm that add-on products have been installed
  • Review Checklist with training mentor

Data conversion

Whether you're transitioning from one system or multiple systems, e-automate understands the importance of a seamless and accurate data conversion process. We offer several options for transitioning your data.

Do you have conversion questions?

CONTACT US

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