ERP Training

Sharp-ax Implementation – Phased Structure

Our customers are busy and do not always have spare resource to implement a new computer system. We are conscious of the need to work with your staff to ensure a smooth flow of structured training working around your workloads.

To this end, we recommend a phased implementation.

Phase One – Implementation & Planning Day – Let’s get Started

The start of your initial training is the Implementation day when we identify how your business operates, the processes that you have in place and which processes you are looking to change and improve.

We will offer our recommendations drawn from Sharp-aX knowledge and a wealth of experience gained from other Sharp-aX system users over many years.

We will agree a schedule of who does what, when and where for both Sharp-aX and your company in order to meet your go live target without unnecessary stress.

Phase One – Implementation &  Planning Day – Let’s get Started
Phase Two – Let’s get Live

Phase Two – Let’s get Live

The purpose of Phase Two is to get your staff trained and competent to go live with confidence. This means they will be knowledgeable on all ledgers: confident in sales and purchase order processing, goods in, returns, credits, cash collection and stock control.

Each training day will have an agenda with nominated personnel to be trained. We recommend that some of the training be given in Berkhamsted to avoid interruptions and allow total focus on new tasks. The day is recorded and signed off by you – the customer – with a section for your comments and feedback which we welcome.

Accounts people will be shown how to run financial reports / management accounting and VAT returns, transfer funds from bank account to bank account and to reconcile statements.

Training works best in small numbers and in 2/3 hour slots. This allows practise between sessions and different departments to be trained throughout the day.

Phase Three – Review & Establish Processes

We will review your processes and advise further improvements as appropriate.

Once live, your data will become meaningful and make sales and purchases reporting invaluable to you day to day and month to month, seeing trends in the form of Pivot tables and dashboards.

We will visit each department, checking for areas which could operate more smoothly and reviewing alternative methods.

Phase Three – Review & Establish Processes
Phase Four – Let’s Get Smart

Phase Four – Let’s Get Smart

  • Set minimum margins
  • Control your purchasing, ‘don’t buy stock that you already have’
  • Run a daily/weekly low stock report
  • Control your sale of stock, ‘sell the stock that you already have
    Use our alternative products feature
  • Run promotions to clear discontinued stock by email, create messages on your invoices and statements
  • Know your customers – what are they not buying
    Check their previous orders
  • Run Customer Transaction history reports
  • Cut down on your accountancy costs by reconciling your accounts yourselves – produce simple monthly management accounts
  • Don’t wait for the end of the year for your accountant to tell you “it wasn’t your best year”

Phase Five – Growth

Your company should now be in a position to grow, you are now running your system with ease and your people are more efficient and happy

Now to look at additional modules such as:

  • Sales-i Marketing
  • Telesales
  • Van Routing
  • Bill of Materials & Works Order
  • Batch Tracking

This is the time to set up your fully integrated web site.

Come and see us, see all the available options from B2B, Magento and of course our fully integrated web site whereby when you arrive each morning your system has automatically downloaded new orders. These are the orders which you are unlikely to have received without a website.

Job done.

Phase Five – Growth
Your Future – Knowledge Is Power

Your Future – Knowledge Is Power

Via our website and Monday mails, we will keep you informed of still more new modules, features and training courses which we know will be of interest to your specific industry.

Please don’t undervalue the investment you make in your system and your consultancy – knowledge is power.

An account consultant manages and monitors each customer, from the initial implementation meeting through to ‘go live’

  • On site training: split days to suit the availability of your staff
  • Inhouse training – professional training rooms – large screens
  • Form Design
  • Report Writing
  • Remote Training can be provided via screen-share, which is billed per hour to help fit around your business needs and availability
  • Post Sales – customer follow up
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