Making your Vertec implementation a success – from kick-off to go-live
Does Vertec fit to your business – and your business to Vertec
When evaluating a CRM and ERP software, there are several things to consider. Important criteria are usability, costs and functionality. In addition, the vendor’s industry expertise plays a decisive Role. Doubts and concerns before implementation of a new software should be eliminated as soon as possible.
For 25 years, Vertec has successfully introduced software in its target industries, lawyers, fiduciaries, engineers, IT services, consultants and project-oriented service providers.
Vertec's goal is clear: in an integrated CRM and ERP system, you should be able to map and automate your processes. Together with you, we clarify which of your daily tasks can be solved with Vertec as standard. The 9 Functional domains in Vertec
give you a quick overview. Besides, Vertec offers additional features for industry-typical processes, which may be implemented, if necessary.
During a first, non-binding demo with one of our sales consultants, we will find out together with you to what extent Vertec covers your needs and fits into your business processes. The question of how Vertec fits into your current work environment and if so, what data should be migrated from a periphery system and what tasks can possibly be solved outside Vertec must be considered and discussed in advance. If both sides consider Vertec a mutual fit, the first step towards a successful software implementation has been taken.
Important steps before tying the knot....
In the pre-project, together with your personal Vertec project manager, you check which processes can be mapped with Vertec in its standard configuration. Yet many of Vertec's free additional features cover typical requirements of the industry. Functions which are not covered by the standard or by the additional features can be provided by individual adjustments. The focus always is on performance and maintainability.
The following questions are also considered in the pre-project:
- How does Vertec integrate into the existing IT infrastructure?
- Which peripheral systems need to be connected, e.g. financial accounting?
- Is there a predecessor system still in place?
- Which data must (mandatory) be migrated from the old system?
- Which customer-specific evaluation requirements do exist?
- Which mode of operation is desired: Cloud Suite or On-Premises?
The result of the pre-project is an implementation concept that describes the scope of the project and estimates the implementation hours. In addition, a prototype illustrates some important or even critical processes, so that you can get an idea of how the software “feels” as early as possible. The prototype forms the basis for further implementation.
From main project to go-live – agile and customer-oriented
The project leader also remains your first point of contact during the implementation project. In the case of more complex projects, a “steering committee” is used.
Along the implementation concept, implementation concepts are defined in joint workshops, implemented in Vertec and reviewed by the project team. Process can also be revised and work flow that turns out to be inefficient can be done away with. It is important that decision makers are involved in this process. Potential in improvement of processes can thus be identified and implemented directly.
During this phase, your project team builds important know-how about how Vertec works and processes
This is important for the internal transfer of knowledge and the long-term maintenance of the system. For the development of further Vertec knowledge, it is worth it to consider booking one of the Vertec Courses
Once all processes have been implemented and tested, the data has been prepared for the data migration and staff has been trained, nothing will stand in the way of working productively with Vertec. Once the project of implementing Vertec is completed, the Vertec support team takes over and is on hand for you to answer all questions relating to the operation of Vertec.
The project ends, maintenance begins
Of course, benefiting from Vertec continues after go-live with the further development of the software. Customer feedback contributes significantly to the further development of Vertec. All functions in the Vertec software are transparently displayed in the Knowledge Base
on our website. The Knowledge Base provides deep technical information that enables our customers to acquire the necessary technical knowledge so they are also able to perform smaller customization even on their own.
Our support team is available on different channels such as phone, mail, chat or WhatsApp. In the Vertec Forum, customers can reach out to other customers for help, provide solutions, contribute with ideas and participate in discussions.
Maintenance starts right after the software introduction. The know-how on processes and software operation from the implementation project should be documented and passed on in the own organization. The blog article “A caretaker for business software” explains why it makes sense to have a “caretaker” in your company to maintain your software solution.
If further requirements arise at a later date on the customer’s side, your project manager or project leader continues to be at your side as a contact person. Thanks to the adaptability of the software and Vertec being at your side, you remain both flexible and future-proof.
