Working with us: the journey from estimate to a clearly defined proposal

Wondering what happens after you reach out and start a conversation with our team about MYOB Advanced? Learn about how we scope and quote projects initially.

When you’re ready to tackle digital transformation and you believe MYOB Advanced is the best option for your business, the next step is finding the right implementation partner.

Leverage Technologies is an obvious choice. Our team is unmatched when it comes to experience in implementation projects, knowledge of Australian businesses and industries, and expertise in MYOB Advanced.

We were recently accredited as an MYOB Advanced Platinum Partner for the second year in a row—an achievement that’s only possible by meeting high standards set by MYOB for customer experience and performance.

But what’s involved after you make that initial phone call or email, and before a contract is signed on the dotted line? How do we determine what work is involved to help your business transition to MYOB Advanced and when do you get an accurate picture of project costs?

We listen closely to determine your ideal endpoint

Consulting is a key service we offer, but we apply our consultative approach during every interaction with potential clients. It always starts with a commitment to listening to you.

We ask questions and pay attention to your answers, to tease out further detail and gain a deeper understanding. In particular we’re finely attuned to pick up on the issues and pain points you want to address, and more importantly—where you want to be in the future.

We believe it’s important to start the journey to a better business enabled by MYOB Advanced with your end goal clearly in mind. As time management author Alan Lakein wrote, “Planning is bringing the future into the present so that you can do something about it now.”

Understanding needs and mapping them to MYOB Advanced

Starting with your vision for the future helps us plan for success today.

What changes do you want to see? What current limitations in your business do you want to eliminate? What divisions or services do you want to launch or grow?

If our conversations reveal that your priorities include improving your cash flow, consolidated reporting across multiple ABNs, and establishing an e-commerce channel then we can start with those goals in mind and work backward.

How does this happen? Usually, it starts with an exchange over the phone or via email, followed up by a half-day, face-to-face workshop.

At the workshop, we’ll do some high-level thinking about how MYOB Advanced can best be configured to ensure you achieve your vision. We’ll map the solution’s functionality to the improvements in business management that we’ve identified together.

It’s also a chance to cover the need for add-ons or integrations with other systems you rely on.

What information does your business need to bring to the table?

We’ve helped hundreds of Australian businesses to adopt a new ERP so we know how to ask relevant questions to guide this process. But your team will need to determine a few things internally, to help us quote accurately, such as:

• How many users and types of access you’ll require across your business?
• Which modules you want to implement, and in what order (for example, you might break the project into several phases)?
• How many people in your team will need to be trained?
• What project management personnel and resources will you dedicate to the implementation.

[FEATURE ARTICLE – Why your internal ‘ERP champion’ matters more than you realise]

Getting a ‘proof of concept’ prior to project scoping in earnest

The outcome of these discussions will be a definitive view of:

• What is possible: How much of your vision can we realistically deliver through implementing MYOB Advanced within your business?
• What it will cost: What are the estimated licensing and implementation costs for your project?

Implementing an ERP solution involves working together closely and requires forethought. These initial scoping steps help us validate that we can provide top-notch service to your business.

It gives you a clear indication of your investment and what the path forward looks like. It also means we can connect in person, so you can see how well our approaches and people gel with your business.

If you choose to lock-in your MYOB Advanced implementation project with Leverage Technologies we then move into more detailed scoping to create a project blueprint.

Looking for an experienced and thoughtful implementation partner to benefit from MYOB Advanced? Look no further, contact Leverage Technologies today.