Owner-side guidance for your system conversion.
Changing your DMS, ERP or point of sale? We help you make decisions before they become configuration, prove business scenarios before they become live transactions, and stabilize the operation before workarounds become habit.
Your vendor runs the software. Who runs the business side?
A software vendor knows their product. They aren’t responsible for your policies, your decisions, your staffing, your sign-offs, or how one department depends on another.
Owners often assume the implementation includes operational readiness and real testing. It usually doesn’t. We represent your side of the project, start to finish, without replacing your vendor or getting between you and them.
What you get
Requirements in writing, readiness planning, data preparation, testing, and support through the switch.
How we work
Alongside your team and your vendor, with responsibilities, scope and price agreed before work begins.
Six phases, each with a gate before the next.
Conversions rarely fail at go-live. They fail at a decision made three months earlier that nobody wrote down. Every phase has decisions, owners, and something that has to be true before the project moves on.
Operational readiness
Goals, leadership, risks and the things that have to be true first. Sometimes a conversion gets postponed here, which is a legitimate outcome.
Process and data preparation
Workflows, data ownership, cleanup and a plan to check the numbers, so the data you move over is clean and useful.
Decisions and configuration
Your requirements turned into written, tested decisions, with a record of who decided what. You’ll be glad of it a year from now.
Training and testing
Testing real day-to-day scenarios, and making sure each person is ready for their role.
Cutover
A controlled transition with named responsibilities, and go / no-go criteria agreed in advance, not decided on the day.
Stabilization
Getting rid of workarounds, checking that reports are accurate, and making sure everyone uses the new system the right way. Skipped more often than any other phase.
- Goals and requirements written down
- Responsibilities and decision owners agreed
- Data cleanup and checks planned
- Role-based training scheduled
- End-to-end workflows tested
- Cutover and go-live support arranged
At the level the conversion needs.
From a one-time readiness review to someone on your side the whole way through. Coming in late is fine too: a conversion that’s already gone wrong is a normal reason to call.
Readiness assessment
Where you stand: readiness, risks, responsibilities and what to prepare first, with a scorecard and a written plan.
Planning intensive
Your project plan, data plan, testing, training and go-live, plus a record of decisions that survives staff turnover.
Guided advisory
Guidance through the decisions, testing, cutover and early stabilization, including vendor meetings on your side of the table.
Owner-side partnership
Holding the whole thing together across departments and locations, through all six phases. Includes leadership and vendor coordination throughout.
Stabilization review
For a system that’s live but not working well: a ranked plan to fix the workarounds and the reports nobody trusts yet.
Advisory retainer
Support for meetings, decisions, documentation and risk, up to an agreed number of hours a month. Useful for projects that run long.
Scope and price are confirmed in writing before any work begins. Locations, modules, timeline, data and onsite needs all affect it.
On your side of the table.
Our only client is you
We represent your interests, not the vendor’s checklist or timeline, and take no commission from anyone selling you software.
Decisions that work for everyone
A setting that helps the parts counter can cause problems at month-end, and nobody connects the two for a year. We check how each decision affects the whole business.
Process before clicks
Training and testing start from what the business has to do on the Monday after go-live, not from which button does what.
Before you ask.
Do you replace the vendor?
No. The vendor stays responsible for their product and the technical work. We provide independent operational guidance.
Will you configure the system?
Only where that’s expressly scoped, authorized and supported by the vendor. The standard service is decisions, readiness, testing, oversight and adoption.
When should we bring you in?
Ideally before configuration starts, when decisions are cheapest to change. Mid-project, or after go-live through a stabilization review, are both normal starting points.
Can you guarantee go-live?
No, and anyone who does is guessing. Nobody controls vendor performance, data conversion, or whether your team does what was agreed. What this reduces is avoidable operational risk.
Will you pick our system?
System selection can be scoped separately. This service covers what happens after the contract is signed, where most of the damage occurs.
Part of our consulting work.
A system change is when a lot of decisions about how the business runs get made all at once.
Consulting
Pricing, margin, inventory and operating performance: the work that continues once the new system is stable.
Vista Intelligence
Vista reads exported data, so it works before, during and after a conversion. A good way to check that your data came over correctly.
Before you change systems, read these.
A New System Won’t Fix What You Bring Into It
A system conversion copies your habits along with your data. The decisions that decide whether it works are made before configuration, and most of them are yours.
Start With the Decision, Not the Report
Before you replace the system that runs your business, change the question you are asking it.
Set the Item Up Right the First Time
A new item gets set up once, in a hurry, and is rarely looked at again. Every price, reorder and report built on it inherits whatever went in that first time.
Free download: Conversion Readiness Kit →
Converting systems? Have someone on your side.
Start with a readiness review, or talk through where you are in the process, even if it hasn’t gone to plan. Free first conversation, no obligation.
(770) 215-4484hello@profitedgesystems.comPick a time on the calendar →
