List of steps:
1. Business Analysis:
– Analyze your company’s needs, operations, and specific requirements for implementing the selected system.
2. Module Selection:
– Identify and select suitable modules for your business, including HR, Inventory, Cars Workshop/Maintenance, Approvals, Purchase, Workflow, and CRM.
3. Consultation with Programmers:
– Engage with programmers to discuss module customization and modifications according to your business needs.
4. Customization Planning:
– Plan the necessary customizations for each module to align with your business processes.
5. Module Integration:
– Integrate the selected modules seamlessly within the chosen system framework.
6. HR Module Setup:
– Set up the HR module to manage human resources-related activities, including employee records, payroll, attendance, and leave management.
7. Inventory Module Configuration:
– Configure the inventory module to track and manage stock levels, orders, and deliveries.
8. Cars Workshop/Maintenance Module Setup:
– Implement the workshop/maintenance module to manage car repairs, maintenance schedules, and associated workflows.
9. Approvals Module Implementation:
– Set up the approvals module to streamline and automate approval processes within the organization.
10. Purchase Module Integration:
– Integrate the purchase module to manage procurement processes, vendor communication, and purchase orders.
11. Workflow Module Customization:
– Customize the workflow module to define and optimize business processes and workflows.
12. CRM Module Configuration:
– Configure the CRM module to manage customer interactions, leads, opportunities, and sales pipelines.
13. Management Assistance Setup:
– Set up features that assist in management tasks, including reporting, analytics, and dashboard creation.
14. User Training:
– Provide training sessions to ensure your team can effectively use and navigate the modules within the system.
15. Testing and Quality Assurance:
– Test each module rigorously to identify and resolve any issues or inconsistencies.
16. Vendor Commitment Agreement:
– Establish a commitment agreement with the original programmer for module modifications or updates.
17. Long-Term Support Plan:
– Develop a plan for ongoing support, updates, and maintenance of the implemented modules within the system.
18. Documentation:
– Create comprehensive documentation outlining module functionalities, customizations, and usage guidelines.
19. Continuous Improvement Strategy:
– Plan for continuous enhancement and optimization of the system based on user feedback and evolving business needs.
20. Budget and Timeline Planning:
– Develop a budget and timeline for the entire project, considering short-term and long-term goals.
These tasks collectively aim to implement the selected system effectively within your company, ensuring that your business processes, such as HR, inventory management, cars workshop, approvals, and CRM, are streamlined and optimized for growth and efficiency.