Let's face it - implementing any type of complex CRM or ERP software is going to be tough! There are lots of hurdles to jump over including organizational change, training of staff, and the process of installing and configuring the software. That's why we're here to help you. We know that in the course of their careers most association professionals only implement an AMS a handful of times. At Aptify, all we do is help clients implement our software and navigate through these challenges, so we are here to help you all the way.
At Aptify, we have a global delivery team and a process we refer to as the Aptify Implementation Model (AIM).
At the start of a new client relationship, Aptify's professional services team will engage in an exercise we refer to as Discovery. This process allows the association and Aptify to have a clear picture of exactly what will be implemented, who is responsible for what, and the timeline for the project. In addition, Discovery helps set priorities by mapping out potential future phases of work that will not be included in the initial effort. Discovery is key to a successful project because it establishes clear and realistic expectations for all involved.
A collaborative and rigorous approach to managing an
implementation is critical to all of the project stakeholders. Aptify project
management focuses on ensuring effective communication, project focus, and
appropriate controls are maintained throughout the effort. Aptify project
managers team up with client representatives to ensure that the project is
running smoothly towards a successful, on-time, and on-budget completion.
Business Process Review
An integral aspect of implementing Aptify is to ensure that
the business processes that will be managed are the best fit for your organization.
Many organizations find themselves in a situation during implementation where
current processes are no longer best practices, and are in need of change.
Aptify professional services team members will guide you through the business
process review and ensure that you are taking advantage of the best-practices
available within the standard product.
Accurately converting business information from one or more
legacy environments is required in most system implementations. Aptify has
performed conversions for customers from many commercial software
packages, custom systems, and a mixture of the above. In performing such
conversions, Aptify places an emphasis on data quality, reduction of duplicate
data, and improving accuracy of validation. Aptify frequently teams up with client
team members to perform data conversions.
One of the greatest strengths of the Aptify platform is its
ability to accommodate unique requirements without customization - using the power of the Aptify platform. Whenever
configuration needs arise, a client may choose to undertake them internally or
to request assistance from Aptify's professional services team. Aptify's team
members are able to cost-effectively produce configurations under the most
challenging of time constraints. Our Global Delivery Model is also able to reduce costs by leveraging Aptify's own global staff to reduce cost and accelerate delivery across time zones
Modern information technology environments demand a highly
flexible approach to systems integration. Aptify's service oriented system
architecture makes it possible to integrate nearly any type of technology
system. Some of the most common integration points include collaboration tools,
email, financial systems and content management systems. Aptify team members
can assist with these types of integration as well as any other unique
requirements you may have.
A continual focus on quality is ensured through Aptify's
methodology. Each stage of the implementation process has quality review
checkpoints and processes to ensure appropriate levels of review on both the
client and Aptify side. QA is critical throughout the project, and is not solely
focused on at the latter stages of a project. Aptify is able to help its
clients ensure solution quality by keeping sights set on quality metrics
throughout the engagement.
Technology systems that are not understood by their intended
users will not meet their objectives. It is critical to invest the time and
resources initially and over time to maximize user understanding of the
solution. While Aptify's product is intuitive and intentionally mimics popular web and desktop applications, it is
still necessary to formalize the training process so that each end user has a
high degree of confidence before going live.