Just like most types of software, there are certain setup requirements to meet in order for it to work properly. Once Briefcase is implemented, a champion ensures that everyone continues to use the system properly and helps others when they have questions. The project champion is the central point of contact when communicating with your staff, management and us. Find A ChampionĪ champion is a person at your company who espouses the advantages of Briefcase to others and works to get the whole team on board. Focusing on migration strategies early on can help ensure a smoother transfer of information down the road. This information is oftentimes organized differently to ours, requiring some effort to relocate. Many companies have information stored in older systems that they wish to move across into Briefcase. Consider the current reports you require and check that you can achieve the required outputs with Briefcase.
However, you may need something which is special to your needs.
We've thought very carefully about the reporting options we've designed as standard into Briefcase. Taking the time to create a matrix by user and function will help speed up the implementation process. Role definitions should be defined by what your employees do every day and what they need to get their jobs done. For example, Faye in accounting would need to be a user with invoice and reporting access, whereas Paul our designer may need only job and time entry access. Roles should be defined based on your business processes and the jobs that people perform. And don't be afraid to ask us either, remember we do this a lot and taking the time to speak to us can make all the difference! Users and RolesĪll Briefcase users should have controlled access rights based on their role and / or job function. It is important to document and review your processes, improving them if necessary before configuring the system around them.
You may have some processes that are no longer efficient and need to be modified, or there may be others that need to be implemented. Implementing a new system provides a great opportunity for you to analyze your current processes. Below are some key steps to help you set up as smoothly as possible. To ensure the implementation of Briefcase is successful, preparation is vital.
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