Schedule a demoFill out RFI template
>

Six steps

Our Proven Six-Stage
Implementation Methodology

Initiate
Initial planning, project kick-off, and goal alignment.
Analyze
In-depth analysis of your business needs and system design.
Build
Configuration of systems, data mapping, and migration setup
Validate
Process walk-throughs, user acceptance testing, and training.
Convert
Final migration, system cutover, and go-live.
Optimize
Post-launch support and system optimization for long-term success.

Initiate

Kick-off & Setup

The Initiate phase is where we lay the groundwork for a successful project. We ensure that your team and ours are aligned on project goals, scope, timelines, and expectations. This phase includes the high-level overview of the project, setting a meeting cadence, and ensuring everyone is ready to hit the ground running.

Contact us
Visual about implementation step: initiate
Introduction of Project Teams
Introduce key stakeholders from both your side and our side.
Clarification of Scope
Confirm the scope of the project, objectives, and high-level deliverables.
Goal Alignment
Set clear expectations for the project, ensuring alignment on timelines, milestones, and communication protocols.
High-Level Project Phases Review
We'll review the high-level phases of the project within the initial project plan. This will provide an overview of the key milestones, including the stages of the methodology we’ll follow.

Analyze

Define Requirements & Solution Design

The Analyze phase is critical to understanding your business processes, identifying potential gaps, and designing a solution that meets your needs. We focus on building a comprehensive Business Process Document, outlining both current processes and necessary enhancements.

Contact us
Visual about implementation step: Analyze
Business Process Workshops
Collaborative workshops to map out your business processes, identify any gaps, and define how they can be addressed either through business process changes or system enhancements.
Gap Analysis
We’ll identify any gaps in your current processes and propose solutions—whether through adapting your business processes or implementing system enhancements.
Business Process Walkthrough 1
This initial walkthrough is designed to demonstrate how your business processes will be executed within the Automat POS and NetSuite ERP environment. We’ll walk through each of the key processes in scope, showing exactly how they will operate within the system. Calling out any enhancements that will be delivered in the Build phase.
Solution Design
We’ll design a customized integration plan for Automat POS and NetSuite, ensuring it meets your specific requirements and addresses identified gaps.
Project Plan & Timeline
We create a comprehensive project plan, including detailed tasks, milestones, and deliverables.
Business Process Document
At the close of the Analyze stage, the Business Process Document will be finalized and signed off by both parties to ensure full alignment on scope and requirements before we head into phase 3: Build.

Build

System Configuration & Enhancements

In the Build phase, we configure Automat POS and NetSuite to meet your exact specifications, ensuring all integrations, configurations, and enhancements are in place.

Contact us
Visual about implementation step: Build
System Configuration
Setup of critical settings such as locations, tax rules, receipt formats, payment processors, and hardware configurations.
Data Migration
We migrate essential data from your existing system including products, customers, suppliers, open AR, and sales history. This ensures continuity and complete data integration.
Enhancements
Any enhancements deemed in scope, such as customizations and features unique to your business needs, will be built during this stage.
Role Setup
We configure user roles and permissions to match your organization’s structure, ensuring proper access control.

Validate

Testing & User Training

The Validate phase is where we rigorously test the system, train your users, and ensure everything is ready for the live environment. This stage is performed in a Sandbox Account to allow for thorough testing without affecting your production system.

Contact us
Visual about implementation step: Validate
Process Walkthrough 2
We conduct a hands-on walkthrough of the configured system, demonstrating how to perform all key business processes in Automat POS and NetSuite within the Sandbox environment.
End-to-End Testing
We perform end-to-end testing to ensure all integrated processes and workflows function as expected, confirming system readiness for launch.
User Acceptance Testing (UAT)
After initial testing, your team performs UAT, validating that the system meets your requirements and business needs.
Wiki & Online User Guides
To ensure your team is fully prepared for go-live, we provide access to detailed online user guides and a wiki containing step-by-step instructions on how to use the system.
Training
Comprehensive training sessions are provided to ensure your team is confident in using the system. This includes detailed guides and training materials that will be accessible at any time.

Convert

Go-Live & Transition

In the Convert phase, we finalize the migration to the production environment, ensuring a smooth transition and a successful go-live.

Contact us
Visual about implementation step: Convert
Final Configuration Push
We push all changes from the Sandbox account to the production environment, ensuring everything is fully integrated.
Cutover Planning
We finalize the cutover date, ensuring your team is ready for the transition.
Go-Live Support
Once the system is live, we offer immediate support to handle any issues or questions that arise during the transition.

Optimize

Ongoing Support & Continuous Improvement

The Optimize phase focuses on providing continuous support and ensuring the system evolves to meet your changing business needs.

Contact us
Visual about implementation step: Support
Post-Go-Live Support
Our dedicated support team is available to help resolve any issues and provide guidance during the post-launch phase.
Continuous Optimization
We work with you to refine the system as your business grows, ensuring it continues to meet your evolving needs.

Key Testing Phases

Ensuring a Seamless Transition

Testing is an essential part of the process. Here’s how we validate system functionality:

Contact us
End-to-End Testing
his is the comprehensive testing of all integrated business processes, ensuring the system works as expected across all workflows, roles, and integrations.
User Acceptance Testing (UAT)
After internal testing, your team conducts UAT to verify that the system meets your business needs and is ready for production. UAT includes testing the scripts executed during Process Walkthrough 2, ensuring everything functions correctly before the system goes live.

Process Walkthroughs

A Collaborative Approach the
to System Testing

Process Walkthrough 1

This session provides an opportunity to review the initial configuration of Automat POS and NetSuite, identifying any necessary adjustments to align the system with your business processes.


Gap Analysis

We’ll note any areas where your processes or requirements don’t fit the out-of-the-box system functionality and identify what will be addressed during the Build phase via system enhancements or process changes.


Deliverable

A comprehensive list of gaps, enhancements, and any process adjustments to be addressed in the Build phase.




Process Walkthrough 2

In this session, we demonstrate how to execute your business processes using the fully-configured system in the Sandbox environment. This serves as a final opportunity to ensure that everything works as expected before go-live.


Deliverable

A formal End-to-End test, after which the solution is considered production-ready.


DATA IMPORTS

What's included in the migration

We ensure a seamless transition by importing all necessary data, including:

Products

Import of product details, descriptions, SKUs, pricing, and inventory levels.

Customers

Migrating customer data, including contact details and purchasing history.

Suppliers

Import of supplier information and any related order data.

Open Accounts Receivable (AR)

Ensuring open AR balances are transferred to the new system for continuity.

Sales History

Importing historical sales data to ensure that your reporting and analytics remain intact post-migration.

Post-Implementation Support

Ongoing Assistance
After Go-Live

At Point of Sale, we take the security of your data seriously. With a dedicated in-house team and robust infrastructure, we ensure that your systems are protected and your data is secure, so you can focus on growing your business with confidence.

Help Desk Support

Our team provides ongoing support for troubleshooting and resolving issues as they arise.

System Monitoring

Final We monitor your system’s performance to ensure it continues to operate efficiently., system cutover, and go-live.

Continuous Improvement

As your business evolves, we’ll work with you to refine and optimize the system, ensuring it always meets your needs.

Fill out RFI template
image1