Exobiz ERP Implementation Process

Switching to a new accounting and business management platform is a complex process. There’s a lot that can go wrong, which is why every project needs to be scoped correctly and the process managed with military precision.

The team at Exobiz has installed MYOB ERP solutions in hundreds of businesses in the past 15 years.  Our implementation methodology has been fine-tuned to cater for every contingency.  In fact we’ve won several service awards in recognition of the level of service we provide.

Driven by best practice, our methodology incorporates open communication with all stakeholders to ensure that the implementation process runs like a well-oiled machine, and your new system goes live on schedule, and within budget.

ERP Implementation Process - Exobiz

01 Scoping & Initial Workflow Review

  • Initial half day workshop with you to determine requirements
  • Identify any Out-of-Scope items, document proposal variances
  • Consult with you to plan out chart / sub accounts / mapping from old to new

Milestone: Ready for Initial Site Build

02 Initial Site Build

  • Complete configuration & setup
  • Undertake refresh test
  • Conduct internal site review
  • Implement changes arising from site review

Milestone: Ready for Migration Testing

03 Migration Testing

  • Perform a migration (or part) to test & verify results

Milestone: Ready for Training & Review Workshop

04 Training & Review Workshop

  • Provide training and request your review of initial build
  • Implement changes arising from client review

05 Approvals & Security

  • Setup of approvals & security roles
  • Undertake refresh test
  • Conduct internal site review

Milestone: Site Build Complete - Ready for UAT

06 User Acceptance Testing (UAT)

  • You review and test final site build, and sign off

Milestone: Client Signoff

07 Migration

  • Complete migration per migration plan agreed with you
  • Complete migration transactions balanced & documented to reports from legacy system(s)

Milestone: Ready for Go Live

08 Go Live

  • Provide Go Live support

First Month Milestones: As agreed with client

e.g. First AP Payment Run, First Invoices Sent, First Month end, etc.

Contact us to request a free assessment of your current systems and advice on what may need to change to facilitate your growth