10 STEP IMPLEMENTATION
The time it takes to implement POMeSYS depends on the time you allocate to the implementation process. Obviously, the more time you dedicate per day, the less overall time it takes for you to get up and running. We have seen situations in which a customer’s old system crashed and they were able to implement our system within 2 days. We have also seen cases that with no urgency or guidance, the process took months rather than days. The below is meant as a guide to give you an idea of a typical implementation cycle.
The first and most important advice: Assign one person to be in charge of this project. Let him/her be your spokesperson for support questions and your go-to person to train others.
STEP 1: Before Getting Started
After making payment arrangments and signing necessary paperwork, TwinPeaks staff creates a directory for you on the cloud and you are given an Admin User ID and Password to log in to your account. We prefer to train you using your data rather than a random sample of data as your staff is more familiar with your products and customers.
If you are starting fresh with no need to import data, this is when you begin to enter your data: such as customers, items, recipes, templates, etc.
If you are planning to import data from your current accounting/management software, you must export that data first to an Excel spreadsheet. You may need to contact your current product’s support team if you require help exporting your data.
If you are a current Z-Bake customer, we will help export your data to Excel, in order for you to clean up your data before we assist you in importing.
Importing Sales History is not part of the normal implementation process.
Clean Up Data
Once your data is in Excel, you will need to clean up the information such as removing nonexistent items, customers, etc. This is also a good time to change IDs for any items, customers, etc. We want to make sure you have healthy, clean, and current data for a more robust start.
Once the spread sheets are ready, you can import them via our import tool, or email us the file. One of our programming staff will cover the file and import your data for you.
After importing your data, you will need to populate the mandatory fields required by our system by accessing your account.
Once all the necessary information has been imported, you begin training with the trainer assigned to you. During each session, only a portion of the software will be taught and “homework” will be assigned. Alternatively, you can attend our free training webinars.
At this stage, we will begin testing the software with a dry run, while you continue to operate business as usual. We have many options and production reports available. It is important to find what works for you before you go live.
The night of implementation, we re-import open receivables, in order to make sure the receivables match. Please note if you are importing from another software (other than Z-Bake), you must be able to export these to Excel.
Once we are ready to go live, we will do a soft launch. This means we will run our software parallel with yours to see if all information aligns and to make sure we have no issues. We will do this for two days.
At this point, all the necessary information has been imported and tested. You can go live with our software and discontinue use of your old method/software.