Online — Project Go-Live: How to Manage your ERP Implementation

Essential strategies and methods for successfully managing the xTuple implementation process

While not intended as a replacement for classroom training, the Project Management class serves as a follow-up to Setup and Configuration — particularly if you are new to xTuple or ERP in general — or as a course to prepare you for the world of ERP.

Schedule

  • Day One, 9:00 AM — 12:00 PM and 1:00 PM — 4:00 PM
  • Day Two, 9:00 AM — 12:00 PM and 1:00 PM — 4:00 PM

Note — This training meets 4 times. You are expected to attend all sessions. Eastern Time (GMT-05:00-US & Canada).

Curriculum Overview

  • The importance of establishing a clear vision and expectations
  • Building the project team
  • Components of a successful pilot program
  • Executing a the pilot program to reduce risk and accelerates the schedule
  • Setting reasonable timeline expectations
  • Basic Postgres administration and pgAdmin
  • The role of accounting during the implementation
  • Beginning balance techniques and considerations
  • Methodologies for data migration importing data
  • Introduction to the application infrastructure including reports, scripts, screens and packages
  • Introduction to CSV import
  • Using the xTuple Updater
  • Comparison of xTuple ERP versions
  • xTuple Connect capabilities that push information to users, customers, and suppliers
  • Case studies and lessons learned
  • Preparing end users for a smooth transition
  • Evaluating the pros and cons of a clean break versus a parallel go live
Who Should Attend?
  • Implementation team leaders
  • Financial managers
  • Operations managers
  • Customers, partners
Additional Detail on Curriculum — what can you do after completing this course?
  • Assemble the proper project team
  • Articulate a clear vision and plan to end users and management that garners support
  • Develop a comprehensive project plan centered around the piloting process
  • Use basic feature of pgAdmin to administer the project piloting process
  • Work with accounting to setup financial mappings, financial reporting and develop a plan for establishing beginning balances
  • Prepare source data that can be used with CSV import for data migration
  • Understand how xTuple Connect can be utilized to facilitate data exchange between xTuple and external entities
  • Use the xTuple Update tool
  • Leverage lessons learned from implementation case studies
Instructional Method
  • Group-live online
Program Level
  • Basic
Prerequisites
  • None
Advanced Preparation
Recommended Follow-up
Field of Study
  • Specialized Knowledge and Applications
Cancellation
  • xTuple reserves the right to cancel any online training with ten (10) days notice
Credit Hours
Cost
  • $695

 

Online — Project Go-Live: How to Manage your ERP Implementation

January 14-15, 2019 — Learn essential (and proven) strategies and methods for successfully managing the xTuple ERP implementation process from start to finish. Choosing the right ERP software doesn't ensure ERP success. Implementation planning and execution does. Credit Hours — 12

xTuple Knowledge Management — Master your software

FAST-TRACK Your Implementation
Training bundle includes Implementation and Reference Guides, QuickStart Wizard, and Project Go-Live: How to Manage your ERP Implementation online class. Save 25+%
Bundle Training and Save 25%
Purchase both ERP Boot Camp: Setup & Configuration and ERP Advanced: Power User Training classes for a 25% savings. Kick-start your ERP education for best results!

Knowledge Management, Training Options

Training options vary from free online resources to paid in-classroom or live group events to specialized content designed for and delivered at your business location. Find out which is right for your staff needs.

Refund Policy and Cancellations

Requests for refunds for Live Classes must be received in writing at least 30 days prior to scheduled start date of training session. All cancellations will be subject to a $100 cancellation fee. No refunds will be granted within 30 days of scheduled start date. For Web-based Classes, all sales are final. No refunds will be granted for Group Internet Classes. Participants of canceled classes will be offered course credits which may be applied to future courses and must be redeemed within 12 months of receipt.