4 Steps to Implement SapphireOne as your ERP System

February 19, 2020 9:38 am | by John Adams

Since our inception in 1986, we have implemented SapphireOne globally. Our sole goal is to get your organisation up and running as smoothly and as quickly as possible.

SapphireOne ERP System implementation strategy focuses on four main products

These are –

1. Project Initiation Document  (PID)

2. SapphireOne Application Customisation

3. Verified Client Data File

4. Train Key Staff

1. Project Initiation Document (PID)

PID defines the project in order to form a basis for its management and assessment of its overall success. The document outlines the objectives and desired outcomes, project scope (including customisation requirements) and exclusions, project costs, project plan, project controls and the roles and responsibilities of the project team.

The PID contains 9 activities.

• Team Viewer Scoping sessions
  Demonstrate current business processes using SapphireOne and identify gaps
• Customisation Designs
  Develop designs for customisations from gap analysis
• Data Integrity Assessment
  Assess current data for anomalies and rectify any out-of- balance accounts
• Business Case
  Document the objectives and expected outcomes for the project
• Project Scope
  Document project scope in its entirety
• Identified Project Team
  Identify & assign team members and management structure
• Role Descriptions
  Refine role descriptions and responsibilities
• Project Plan
  Document how and when the project’s objectives are to be achieved
• Project Contols
  Identify stage boundaries, monitoring and reporting requirements

2. SapphireOne Application Customisation

This is a version of the SapphireOne Application that includes any identified and agreed to product customisations. In these steps SapphireOne programmers develop customised functionality based on the approved customisation designs which when completed forms part of our generic source code.

3. Verified Client Data File

This is an electronic file generated by the SapphireOne Application and linked to the Client’s own unique identifier.

The file includes all imported data and formatting as dictated by First Time mode and is located on the Client’s dedicated SapphireOne server. This file has undergone testing for any identifiable data anomalies by the SapphireOne Team and the Senior User.

There are 3 core components in the verified client data file steps.

• Data Migration
  At first, our implementation team Imports base data , Import balances , Import client and vendor specific data, inventory data, job project data, Payroll/HR data, Asset data, CRM data etc and reconcile balances. This is a lock down period in the implementation steps process.
• Configuration
  After that, we configure clients, vendors, General Ledger Accounts, contacts details, payroll/HR sections, assets, inventory, job projects and other additional clients requirements. At the end of these steps we tailor the outputs and are ready for a Go Live.
• Verification & Adjustment
  After going live, we conduct live verification and data adjustments.

4. Train Key Client Staff

Identified Key Users as designated by the Senior User, acknowledge that they are comfortable with their ability to use SapphireOne to accomplish their assigned tasks after undergoing Team Viewer training sessions, self paced learning using the Sapphire Single User and Bondi Blue training tool and the Data Re-key exercise.

There are 3 activities in the training steps.

• Team Viewer Training Sessions
  Our support team conducts One-on-one Team Viewer training sessions
• Re Keyed Data
  In this step, users re-key data accumulated from date of lock down
• Task Confidence Assessment
  Finally, senior users review the whole system and upon confirmation of the completion of the 4 steps SapphireOne implementation, it is then complete.

We pride ourselves on supporting our clients’ businesses as they grow from a venture to a major global enterprises; and as SapphireOne is highly scalable, with the ability to support 1000s of users concurrently, we readily adapt to meet the changing requirements brought on by your business expansion.