Finding Help to Set-up ServiceCEO

Finding someone to help you set-up ServiceCEO. By now, as you’re reading this, you have already discovered that the documentation and support is aimed at helping generic businesses. The manual addresses how to set-up each menu but not their inter-relation to each other and your business work flow.

There are over 900 tables in ServiceCEO’s relational database. You can study the manual and setup test scenarios but it is hard to test all the effects one simple change can have. An easier solution is to seek some live assistance from people who “listen to business owners needs and examine your office and field work-flow before setting it up”. At APP we set-up those test scenarios for you so you can see how the new system will work in your company before you implement the changes.

Before you start using ServiceCEO you have to make decisions, and each decision you hope meets the “yes” criteria to these four questions:

• Can I set it up this way and get the results I want for my business??
• What else will that change effect in my data base?
• Is this really the Best Way to set it up for my business?
• Is this the “Best Practices” to set it up that others follow?
• Read MORE on ServiceCEO plans & support help

For a free ½ hour live screen sharing review of your situation, followed by a recommendation, call us.

ServiceCEO Setup Phase

Review the organization and their plan for GO LIVE time frame.
Identify work plan and scope of implementation.
Define needs of the client:
What is the strategic goal?
How is your business organized?
What is the environment like?
What is the objective for this implementation?
How will you measure success?
Which people/roles will be using the software?
Exec Mgmt Project Mgmt Project Participants Who is on the team to manage the testing?
Define time commitments of each person.

ServiceCEO Software Review & Testing Phase

Establish which software modules are required.
Coordinate demos with Software Vendor if needed.
Demo each module with assigned staff.
Define all requirements that are not available in each module.
Discuss optional work arounds for each item.
Create Test Database for testing purposes.
Run all processes required to test all scenarios.
Evaluate Report requirements and distribution.
Define all changes required on each report.
Prepare Disaster Recovery procedures.

ServiceCEO Importing QuickBooks & other Data Phase

Define which data elements need to be imported. What is the existing data? Where is it located?
What is the format?
Discuss cost effective methods of importing data:
Software Vendor solution or In House MIS staff?
Import data into the new software. (This may be a manual or automated process depending on the format and cost).
Review Data for accuracy.

ServiceCEO Training Phase

Develop training plan. This would include:
Time frames. Instructors & Attendees.
Develop training materials to help facilitate training. such as: Training Presentation. Usage guides or workbooks.. FAQs (Frequently Asked Questions) Schedule & present training sessions.

ServiceCEO Implementation Phase

Finalize all Reporting modifications.
Review all manual data input.
Input any current Accounting Balance forward entries.
GO LIVE on determined date.
Schedule meetings to discuss problems encountered.
Implement any adjustments required.
Using Initial training material, create procedures for all areas.

ServiceCEO Project Review Phase

Meet with Management and review the following items:
Where goals and objectives met?
What residual items have to be resolved and by whom?
Are all users adapting to the software? If not, is more training required?
Are Reports being distributed correctly?
Are procedures being followed?
Is there an upgrade of the software that needs to be installed?
Are there additional modules that need to be reviewed for future implementation?

More on our ServiceCeo Implementation and guidelines.