Friday, February 1, 2008

New Customer Implementation for Cross-Wind

I am sitting in the Newark airport after leaving a new customer implementation that I have been on all week. It is Raining and flights are delayed so I thought this the perfect time to update the blog.
I have spent Monday through today in the customers office setting up print product templates to meet the customers specific needs and to add their supplier base and the buyers into Cross-Wind I will try to give you a breakdown of my week and the customers response to all of this.
Day 1
was spent understanding the customers current purchasing processes and mapping out Cross-Wind to fit that process. In addition, I reviewed a demonstration site with the customer to show them how their process would look once their application was set-up. I also added all of the customers suppliers information into the system. One of the great things about Cross-Wind, is the ability for the customer to put their specific vendors in the system.
Day 2
Set-up of modules to fit the customers need, I added the customers buying team and assigned access permissions, from there we reviewed product templates and inserted attributes for the customers templates, we applied pricing structures for their templates and we built the templates to be used.
Day 3
We reviewed the templates and pricing applied to each and then created the product-to-supplier associations. When this was completed we did a final over view of the administration tools and then began a complete walk through with the customer of their application and made minor site adjustments on the fly.
Day 4 TRAINING DAY
8:00 AM we set-up for Buyer training which was split into two sessions to allow for supplier training in between. We trained the buyers in the process of creating a project, specifying the product, selection of suppliers, and submission of the RFQ. At this point the suppliers were receiving quotes within the system and allowing them to begin review so we immediately went into supplier training. The suppliers called in to a conference bridge and a LiveMeeting demo of how to respond to quotes. The supplier training session was completed in one hour and all suppliers were able to login and begin sending responses to our training quotes. After lunch the buyers were trained to review the quotes and how to submit proposals to their customers and how to submit purchase orders back to the suppliers. The buyer and customer training was complete by 3:00 PM and the buyers spent the rest of the day practicing.
Day 5 System Live Day
When the buyers reported to work this morning they began entering live quotes within the system and began receiving quote responses from their supplier base. I answered follow-up questions and helped the buyers with any problems they were having in navigating the system. I thanked everyone for their time and the opportunity to learn another customers processes.
Overall, What a great week! The customer is extremely pleased with how Cross-Wind works and how flexible it is for them. I will follow-up with them most of next week to ensure that it is functioning in the manner they expected and I will return to their location in about 6 weeks to do a follow-up and to show them how to use the custom and scheduled report features. In addition we have tentatively scheduled a 3-day session to implement another of their buying facilities into Cross-Wind in the next 6 weeks. I can't wait to reveal the customers name, but until approvals and finalized contracts are complete I cannot. But it will show how flexible and wide ranging our customer base is.
Well I hope all have a great weekend and It looks like my flight will only be 2 and a half hours delayed!!
John

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