Worried about your data? We’ll handle the details

Get your new inventory system set up and configured with a dedicated project management team

You’ve seen how an inventory system works. You’ve got a good understanding of the road ahead, and you’ve seen the proof of how your own products and data will work inside your new app.

You’re ready to make the move.

But there are still a lot of details to work through.

To get your new inventory app up and running, we’ll need to:

Configure the settings on your new system

Move your data across from your old system

Set up the integrations that are included with your app

And test every detail we've just worked through.

This is where things really get technical. And it’s probably the area where you’ll need the most help from us.

But it's also an area where you can choose exactly how much help you need

If your team’s ready to handle some of their own integrations or configuration, we’ll be more than happy to take a step back and give you the support you need in the places where you’re not confident.

What can I expect from the project?

Before we get started on your move to a new inventory software, you can expect to see:

A dedicated team assigned to your move

A team leader assigned as your go-to point of contact

A thorough project plan created on Accelo

Multiple tests of your data throughout your project

And weekly project meetings to keep you up to date and involved.

What sort of configuration will my new software need?

Every business is different. And every inventory app is different, too.

That means there could be hundreds of potential configurations for your new inventory app, depending on what your particular business needs.

So before you can start using an app to its full potential, you’ll need to get the settings just right.

That usually means perfecting things like:

How your stock gets valued

Do you use a periodic or perpetual inventory system? Do you need to ensure FIFO?

Defining and assigning your users and their permissions

Configuring the stages of your orders and workflows

Creating rules for your warehouses

How different types of data are allocated to diferent warehouses

Configuring the stages of your orders and workflows

Including the fields that are unique to your products or industry

How will you move my old data across?

Your data is one of your most valuable assets. And that means you need to take every care to make sure it’s preserved when you move to a new cloud app.

We’ll start by gathering all of your data from the systems you’ve been using, including:

Your product data

Your customer and supplier data

And any technical data - such as your bill of materials

Data gathering and manipulation

We’ll draw all the data together from multiple sources – such as Sage, Amazon, or Shopify – and merge it together into one universal format that’s easy to read and easy to work with.

(And if we spot any problems at this stage, our experts can show you ways to clean up your data and get the most out of it in the future. Moving to a new system is the perfect time to do some spring cleaning!)

Make data available to your new systems

We’ll then take your merged and formatted data and upload it into your new system, checking and testing it at every stage to make sure you’ll have everything you need when you’re ready to get started.

What kind of integrations will I need?

With your new inventory system configured and all of your data in place, you might think your cloud app is ready to go.

But if you want to unlock the real power behind a cloud-based inventory app, you’ll need to get it connected with the other bits of software your business uses.

These connections are called integrations – a way of linking two different apps or add-ons so they can communicate and share information automatically.

By linking your inventory software to your sales channels and your accounting app, you’ll be able to:

Completely avoid the need for double entry

Drastically reduce the risk of human error

Save your team huge amounts of time (and save your business money)

And keep your stock levels perfectly up to date – with no lag as you make sales or ship products.

Wondering how to simplify your process end-to-end?

Whatever kind of business you’re in, we always recommend that you integrate your inventory app with your sales channels and your accounting software.

But that’s just the bare minimum

There are all sorts of integrations that we can create for different types of apps and add-ons to save you time and improve your accuracy – and you can find out more about these in The App Lab.

Still have questions about the moving process?

Our cloud migration specialists are ready and waiting to help. Get the answers you need from an experienced cloud specialist by booking a call with one of our experts.