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BMA Sure Step

GIVE US 12 WEEKS AND WE WILL GET YOU LIVE

This page outlines our Sure Step™ Methodology which is an Implementation plan for BMA Software®.
To that end, we want to tell you about how our Implementation Program, called BMA Sure Step™, differentiates itself from other comparable software programs to give you more value for your training investment dollar. To summarize these advantages of BMA Sure Step™, will offer you the following:

  1. A well-defined scope - BMA Sure Step™ allows your implementation to be better tailored to the way YOU do business. Because our experience and focus has always been on the small-to-mid sized wholesale durable goods distribution industry, we are better able to determine what functions and configurations are most appropriate for your business processes and those that are not. As a result, we can complete your implement-ation in about half the time that it would take other software companies to complete their plans.

  2. A thorough Step-by-Step Plan – BMA Sure Step™ clearly defines each step and purpose of your Implementation plan as well as who takes ownership. Thus, the expectations of both the employees of your organization (the customer) and the members of our implementation team (our staff) are better defined. Therefore, the confusion of who is supposed to do what, which often delays your implementation time, Is virtually eliminated.

  3. Best of Business Practices - BMA Sure Step™ was born out of the Microsoft Sure Step™ methodology. As a Microsoft® partner, BMA Software® is able to leverage the vast resources of Microsoft which includes their methodologies and practices they employ for their very large and most complex installations. These practices are based on over twenty-five years of sound research on a global scale. We have adapted the advantages of their insight to our tailored methodology and call it BMA Sure Step™ knowing that process that we employ has been well-tested and founded on only sound principles of business and accounting management. This gives our customers confidence that we will take good care of them so that they can be free to build their business. As a testament to this, Dynamics GP, the platform of which BMA Software® is built, is one of the few
    software packages in the world that is GAAP certified; it also is installed in more companies in North America that any other Package (currently at over 45,000 companies or hundreds of thousands of users).

  4. Supporting Resources & Documentation – Everyone knows the importance of documentation, not so much as a resource for the user, but, more importantly, as a resource for the installer. Not only are over 88 manuals shipped with BMA Software®, but there are a similar number of on-line tutorials (which can be downloaded), a on-line Knowledge base, called Customer Source, weekly Webinars, User groups, User-blogs, and a network of local partners and specialists in every North American major city.

  5. Supporting Cast – We have a team of experts which includes a CPA and manufacturing & field service specialist.

  6. Project Management – Your Customer Services Manager will lead you through these implementation steps rather than you hiring a project manager. He is motivated to see that you complete this project on time.

After you sign the BMA Software Purchase Agreement (PA), Software and License Agreement (SLA), and Support Agreement (SU), you will be sent a Statement of Work (SOW) which will contain a projected GO Live and remote training schedule (see first Section called Statement of Work).

The SOW will give a complete outline of all the steps, sign-offs, and worksheets that are necessary for us to take you live on BMA Software® using the BMA Sure Step™ methodology. If there is any change to this well-defined scope, then we would ask that a Change of Scope form be filled out and signed.

Again, thank you for choosing BMA Software®,

Step
STANDARD IMPLEMENTATION CYCLE Implementation Cycle Purpose
1
SOW - Statement of Work Introduction Before Hardware & Software Review
2
Customer Profile Introduction Understanding Customer
3
Customer Readiness Sign-off Customer Readiness Server installed correctly, customer understands their role in process.
4
Installation Sign-off Install BMA/GP
BMA/GP install done and customer accepts this.
5
PRE - Pre-Conversion Sign-off Introduction Mutual understanding of how DANA proceeds and data expectations.
6
Data Integrity Sign off Data Review & Pre-Conversion Configuration Make sure Data is good
7
Configuration Set-up Data Review & Pre-Conversion Configuration Data Review & Configuration
Set-ups need to be done before Data
can be accepted.
8
Data Conversion Sign-Off Data Conversion Need to know that Data has been
approved by customer.
9
Post-Conversion Configuration Set-up Post-Conversion Configuration Post-Conversion Configuration Set-ups need to be done before Training can be done ADEQUATELY.
10
Adjusted Training Schedule Sign-off Training Customer agrees to schedule.
11
Go Live Checklist Training Overall checklist for data, configuration and training needs.
12
On-Site Itinerary Training Customer agrees to ON SITE schedule before Advance Travel arrangments can be made.
13
Complete Remote Training Sign-off Training Training is done - confirm Go Live.
14
Differential Data Sign-off Go-Live Confirm data before Go Live.
15
On-Site Consulting Engagement Sign-off Go-Live Customer agrees that Consultant gave training at the dates and times stated.
TOTAL STEPS = 15








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