e-automate Silver Conversion - Office Equipment Management Software - Service Management Software - Copier Dealer Software - e-automate Dealer Software - Data Conversion

Silver Conversion

Silver conversion is the most basic conversion package offered at e-automate. This conversion is done remotely and does not include an onsite visit. The conversion process is typically 30-45 days from contract signing to first transaction date. It allows for a quick and simple setup of a database. The completed database will include the ability to process a sales order, a purchase order, a service call, and complete a contract bill. This is all dependent on the data that is provided for the conversion.

Features Offered
Conversion Guide x
Data Import/Export Spreadsheet x
STEPS Registration x
Project Plan x
Conversion Data Analysis x
Primary Data x
Use Case Testing x
30 Day Follow-Up x
Security Configuration  
Secondary Data  
Opening Balance Entries - AR, AP, IN, CB  
Logos and Check Support  
Unique Tables  
Beginning GL Balances  
Additional Product Setup and Configuration  
Conversion Process Analysis  
On-Site Visit  


Conversion Guide - a comprehensive guide outlining how to setup e-automate.

Data Import/Export Spreadsheet - a spreadsheet that allows certain tables to be inserted into the system. The tables included in the spreadsheet are:

STEPS Registration - as part of this conversion, STEPS is setup and registered. STEPS is help in e-automate. It stands for Systematic Training and Expert Performance Support.
Project Plan - the project plan is an outline of the key dates of the conversion process to ensure the first transaction date is achieved. A silver conversion should plan on a 2-3 week conversion window from the time data is received until the first transaction date.
Conversion Data Analysis - before the conversion process begins, an experienced consultant will analyze the customer's accounting practices and chart of accounts to determine what changes can be done to ensure accurate accounting in e-automate. The customer should provide a chart of accounts, a list of codes and categories, and a list of contract types and contract billing rules they currently use.
Primary Data - the primary data is what is converted to ensure a smooth and accurate as possible transition from a customer's current system or systems to e-automate. With this data, the customer is able to process a sales order, a purchase order, a service call, and complete a contract bill. The primary data includes the following tables: Use Case Testing - once the database is received by the customer, the customer and their consultant will run a sample test to ensure that at least a sales order, a purchase order, a service call, and a contract bill can be processed accurately in e-automate. In addition, GL postings will be reviewed to ensure the proper accounts are being used. The customer should choose a sample size of 10 transactions from their current database to test. This time will not be used for training.
30 Day Follow-Up - after 30 days, the customer's consultant will follow-up to ensure the customer is progressing in e-automate. This will allow the consultant to determine if additional help is needed for the customer and to flush out any problems there may have been with the conversion.

e-automate Silver Conversion - Office Equipment Management Software - Service Management Software - Copier Dealer Software - e-automate Dealer Software - Data Conversion

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