Before you make a decision on what ERP solution is best for your company, you need to fully understand the product you are buying and choose the right partner to help guide you through implementation.
Vision33 has developed a set of Best Practices to guarantee a fast ROI for your company.
- Vision33 starts by exporting only your Master Data and Opening Balances.
Master Data includes customers, leads, suppliers, items, item prices and Chart of Accounts.
Opening Balances includes your General Ledger, AR and AP invoices, purchase/sales orders, and period ending balances. - The next step is to import that data into one of SAP Business One’s 300+ import templates to smooth the transition and simplify data cleansing. You don’t need to be a technical user to scrub your Master Data. This entire process should only take a couple of days and does not add significant time to the implementation process.
With this method, you can make sure you are delivering accurate data that supports the needs of your business - mitigating the risk of delays, budget overruns, and scope reductions that can arise.
- Once you have the Master Data and Opening Balances in your new SAP Business One system, you can either leave your basic accounting software, like QuickBooks, available for historical querying or move on to importing Transactional Data, which includes General Ledger journal entries and invoice history. Based on the GL structure in SAP Business One, this option requires more effort because of the data cleansing. In most cases, it’s not necessary and you can pull comparison reports based on your Period Ending Balances without having to bring in the transactional history.
We believe that the most effective implementation approach is to work in partnership with our customers. All of our projects follow Vision33’s formal methodology leveraging industry best practices and our long-standing experience to minimize risk and ensure project success. We work to understand your unique business – so that you can get the most value from SAP Business One technology across your organization.
Complete the form to see a live demonstration of SAP Business One. You can attend the demo and have all your SAP Business One questions answered by a certified SAP Business One consultant.
