Sales and Delivery: Discovery

The discovery phase of the sales process involves finding out what you, the customer, want in terms of current business processes and emerging needs.

Our standard procedure is to begin with a meeting to find out what your current business software system is and is not providing, what your business practices demand, and to put that together into a "Gap Document" that defines how that "gap" in functionality can be closed.

Contact us to begin the discovery process. You don't have to fill out one of these surveys but doing so can save you time in our first meeting. We have provided three different tools so that you can pick one that suits you best. You may wish to begin by filling out our Client Information Survey and sending that back to us.
Client Information Survey

Often the Customer needs to better define for themselves what they need and want. For that purpose we have a Dynamics West ERP Selection Tool. Our tool was created as a starting point for companies looking for a new business software application package.  It is geared toward Manufacturers and Distributors but can be used by anyone. 
Dynamics West ERP Selection Tool

Need a game plan for upgrading your Business Management Software? Microsoft offers an easy-to-follow guide to help you assess what each player on your team needs from your software. That way you can see how well your current software meets your business demands - and, if needed, upgrade to a solution that's a win for everyone.
Microsoft Software Evaluation Guide

We're not just offering these guides, we're also offering our help because we're not just software geeks, we understand business too. We can help you understand and define your software needs based on your business processes, because our experience can lead to improvements that will save you time and money, not to mention make the flow of information through your business much easier on you and your staff.