(1) How long does it take to get up and running with OneSource and what is the process?
- Overview of the GoLive Time Frame.
As you will see from the Steps outlined below, (assuming your company is already up and running on another system) the ‘average’ Golive process takes between 2-4 months. Your company’s availability and commitment to the overall process is the single biggest factor that will determine how long or short the GoLive process actually takes. The biggest thing that your company can do to GoLive quickly is to: 1—Provide us remote access to a new or existing server that meets that our minimum specs right away, 2—Help us get access to your exported data as soon as possible, 3—Be available and reliable for prescheduled training sessions, 4—Review and practice the things we teach you (so you can retain what you have learned and so you will know what you don’t know—so we can help fill in the gaps in those areas), and 5—Try to GoLive as quickly as you can. Creating and maintaining momentum while your converted data is fresh and your training is still fresh in users minds is the biggest factor that will make your GoLive go quickly and successfully.
- Step 1: Hardware Preparation & OneSource Installation
We work your network admin to determine if a new server or any additional hardware is needed, configure your server for local and remote user login using Remote Desktop (Terminal Services), install MS Office, etc. When the server is ready, we then install and setup OneSource on your server. (Step 1 usually takes about 1-2 weeks).
- Step 2: Data Preparation & Conversion
We create a new OneSource data file for your company. You are responsible for exporting your data out of your existing system. If you are unsure of how to do this help you determine how to do this and/or who you might be able to hire to assist with this task. (Step 2 usually takes 2-3 weeks from the time that you provide the data and field mapping information to us).
- Step 3: Training & GoLive for Suppliers, AP, Banking & GL
Next, using phones and screen sharing technologies, we schedule training sessions with your Accounting department personnel to help them setup and learn how to GoLive (begin using) OneSource to manage your Accounts Payable (AP), Bank Accounts, Chart of Accounts, and General Ledger. This is a fairly simple, straight forward process. (Step 3 usually 2-4 weeks)
- Step 4: Training & Setup for Customers, Pricing, Sales, Inventory Management, Purchasing & Warehouse Management
Next, using phones and screen sharing technologies, we schedule training sessions with department managers for Sales, Inventory Management, Purchasing, and Warehouse management. Your department managers (and/or your assigned OneSource Admin(s)) are responsible to provide training to any additional users in those departments (if they are not part of the original training for each department). Each user can practice (using your actual company data that has been previously entered or imported) as much as they need to gain the knowledge and confidence necessary to make the GoLive less stressful. Just prior to GoLive we will perform several final steps with you to make sure things are ready to go. Some of these steps include—deleting your ‘test’ data (such as test Quotes, Sales Orders, Purchase Orders, etc), making sure you can print the necessary documents like Sales Orders, Invoices, Stock Picking Tickets, etc, performing a last minute update on your inventory levels and costs, etc. (Step 4 usually takes 3-4 weeks)
- Step 5: GoLive for Sales, Inventory, Purchasing, Warehouse Mgmt
When your users have performed enough practice scenarios to feel confident, and when your data is ready to go, (having mutually picked a day in advance to GoLive—usually on a Tuesday or Wednesday) you just begin using OneSource on that day to enter Sales Orders when the phone rings, Printing Picking Tickets, creating PO’s, etc. We block out extra time to be available for the inevitable questions that arise after you GoLive. We also schedule daily meetings (for a number of weeks) to answer questions you have, analyze your data with you, etc.
- 50% down. 10% discount off price. Remaining 40% due in 3 payments (13% after installation and data conversion complete. 13% 30 days after go live. 14% 60 days after GoLive).
- 25% down. Remaining 75% due in 12 equal monthly payments–interest free.
- 24, 36, 48, or 60 month business lease, OAC.
- We would appreciate all payments being made in the form of a business check. (Receive a 1% discount with signed ACH authorization form to deduct from your business checking account).
(12) What is the core database that holds the data in OneSource?
OneSource is designed in MS Access and MS Visual Basic for Applications. Microsoft has specified that MS Access can store 4 billion records per table and can have up to 256 concurrent users. However, realistically, MS Access can store, search and retrieve 100,000’s of records with relative ease. MS Access can also realistically handle a total of between 20-30 simultaneous users. (The primary factors that effect overall performance varies depending on the overall level of simultaneous use, the types of use, the speed of your network connection and the power of the hardware being used).
(13) Can OneSource be used with an MS SQL Server?
Yes. Version 4.0 can now be used with an MS SQL Server.