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.

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

3

If you are connecting to a finance system

Check out the finance information

Arrange the connection to your finance system

4

If step 2 applied then so will this.

Provide us with your completed import templates

  1. Once you provide these it will take a minimum of 7 working days to complete the import.

  2. 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 6

 

 

Product Data Provided

Product Data Check

Customer Data Import Complete

 

 

 

 

 

Week 7

Product Data Import Start

 

Product Data Import End

Stock Data Provided (EOD)

Stock Data Loaded

System Ready

 

 

 

 

 

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

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