While we can’t guarantee success with ProShop, we have an incredibly high success rate which is improving all the time as we improve our process for onboarding new clients. Here are the things we focus on:
1. Making sure the customer is a good fit! Making sure the customer is a good fit!
This the first and most important step. After a demo, many companies are pretty blown away with the ease, power and flexibility of ProShop. They are often eager to get started
after evaluating their other options.
But not every company is a good fit for ProShop. If we don’t believe the company will be successful, we won’t sell ProShop to them. We’d rather help everyone avoid the pain, even if it means losing a sale. ProShop is an amazing tool for transforming the efficiency of the right kind of company, but a few things are important to consider.
1A. Is the company excited about going paperless?
If the answer is no – then ProShop isn’t a good fit. ProShop can’t really be used well if the company wants to retain paper job travelers as the “controlling document” where people record their work. It’s fine to have a router for reference only, but that’s it.
All activity needs to be recorded in ProShop in as close to real time as possible. This is essential for a number of systems to work well, and for people to be able to see the real-time status of jobs in the system.
1B. Are they open to doing things differently?
If they are open and eager to improve with an open mind, that’s a great start! Some companies want to make a new system adapt to the old way they do things. This isn’t always a good idea. While you shouldn’t need to add tedious steps to your process in order to make an ERP system work, there are often new and more efficient ways of doing things, some of which may make your old processes obsolete.
Keep an open mind and really understand how the new system works. You will likely be pleasantly surprised by the results.
2. Employing manufacturing experts on our implementation team.
All of our implementation staff have deep manufacturing backgrounds. They truly understand our customers’ challenges because they’ve personally seen them before. They will be your close partner though your journey of implementing ProShop.
3. Designing an implementation process that is built for success.
With a really well defined set of learning objectives, delivered in a quick but manageable pace, our clients can find the time to keep jobs shipping out the door while they learn ProShop. And with our proven process, they start using ProShop nearly instantly, so they learn on the job while using ProShop to start estimating new jobs, doing order entry and contract review, planning, purchasing, scheduling, etc. All training sessions are recorded and provided as videos to clients for later reference or to share with new hires in the future. And one of the coolest parts, is we manage the whole process of implementation within ProShop. Yes, we use our own system to manage the process with a work order that outlines every step
and every learning objective, and we let our customers sign off when they have learned each step. Holding our feet to the fire to ensure they are successful
4. Sticking with our customers!
For some companies, the process is really fast and simple, taking just a few weeks. For others it’s more of a challenge. We want 100% of our customers to have success and do our very best to help achieve that goal, including holding their feet to the fire, and providing “tough love” when it’s needed. Sometimes an owner or CEO needs to hear some outside perspective on what the challenges are they are experiencing to see it from a different angle.