Tekion Project Management
1
Plan
If you're planning to change DMS providers, now is the time to review the processes, people and tools. Set a wider project timeline for initiatives, including:
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Go-live dates and internal team involvement
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Consolidating office
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Standardizing chart of accounts
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Paperless initiative
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Automation projects
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Data consolidation
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Restructuring
2
Implement
This covers the actual configurations, training and implementation for the Tekion conversion. The project needs to be managed effectively to ensure everyone is back to serving customers quickly and effectively across the organization.
3
Optimize
A DMS change is significant. With the hard part over, it's time to take any open initiatives to the finish line and consider others, to maximize the upside of making the change.
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Correct any missed accounting setups requiring manual fixes
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Review inventory and car deal processes from sales to office to remove waste
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Review paperless initiative
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Prioritize and execute on automation and process improvements
Tekion Conversion Project Management
Auto Group CFO is specialized in working on the Tekion DMS. This style of cloud-native DMS and paperless processes are the future of our industry. DMS conversions generally have the largest impact on accounting and office functions. It's critical to plan ahead of the implementation, manage priorities through implementation, then optimize process improvements immediately after to get the most out of the system change.
We'd love to work with your team to help make the stressful conversion process successful and to capitalize on all the benefits after implementation.