Implementation Process

Once you sign up for Vision Commerce you will be sent to this page where you can find out details of what we need to get you setup and what you need to need to complete.

Please complete it in the order shown below, this will help us with the setup process, if a step does not apply to you simply move onto the next one.

Step	Applies to

Step	Applies to
1	All customers	Provide us with your customer setup details. https://visionsoftware.atlassian.net/wiki/spaces/IMP/pages/566689872 Once you provide these it will take 3 working days to setup your base data set. You will then be provided with instructions for install and passwords.
2	Only if you are importing data	If you are importing data then take a look at the import templates https://visionsoftware.atlassian.net/wiki/spaces/IMP/pages/748716068
3	If you are connecting to a finance system	Check out the finance information https://visionsoftware.atlassian.net/wiki/spaces/IMP/pages/465895665 Arrange the connection to your finance system
4	If step 2 applied then so will this.	Provide us with your completed import templates Once you provide these it will take a minimum of 7 working days to complete the import. Arranging the dates for training and go live at this point.
5	All customers	Training for commerce
6	All customers	We will load your data and we need to arrange a time to import your stock
7	All customers	Start using Vision Commerce

If at any time you have a question then please let us know

Send your email to help@ontech.cloud

This will open a new user account on our ticket desk.

This allows us to allocate the tickets to a member of the team so that you are not just dealing with a single person.

Commerce Implementation Cycle

	Day1	Day2	Day3	Day4	Day5
Week 1	Sign Contract	Sales Invoice Sent			Payment Made
Week 2	Setup Docs Issued Data Import Docs Issued
Week 3	Setup Docs Returned	Docs Checked	Commerce Build
Week 4					Commerce Ready for Data
When week 5 starts is determined by when the customer is ready with the data for the imports. The customer will be requested for a date when week 5 can begin once the documents are returned, if the project will roll in then week 5 is immediately possible however many customers are unable to provide data for week 5 and ask for longer time, in this scenario a minimum 4 week notice is required to ensure Ontech can provide resources for the import and training to take place. The scenario below is based on the standard imports which are required from every customer, if additional imports are requested this may impact the go live date
Week 5	Customer Data Provided	Customer Data Checked	Customer Data Import Start
Week 5
Week 6			Product Data Provided	Product Data Check	Customer Data Import Complete
Week 6
Week 7	Product Data Import Start		Product Data Import End	Stock Data Provided (EOD)	Stock Data Loaded System Ready
Week 7
Week 8	System Live In Use

Once data is imported the customer is expected to maintain it e.g. Add and update customer records, this is more important for Products because when the stock is loaded the product must exist.

Ontech Activity	Something Ontech has to carry out
Customer Activity	Something the customer has to carry out
Training Period	We have to fit in training during this period, limited to max 3 hours per day