Days 1–15: map the process and the data
Walk every order from enquiry to invoice with the people who handle it. List the spreadsheets, registers and packages in use, who owns each number and where they disagree. That map becomes the configuration, the migration plan and the test script for the next seventy-five days.
Days 16–30: configure the first module
Start with the process that has an owner and a daily outcome, usually sales or inventory. Configure it to the map, load a sample of real data and let the owner run a normal day on it. Fix what the sample exposes before anything else is built.
Days 31–50: migrate with backups and a fallback
Move the full history for the first module with a backup before every step and a validation report against the old system. Run old and new in parallel for two weeks. The switch-over date sits outside your busy period, and the fallback is one restore away.
Days 51–75: add finance, then the next module
With the first module stable, connect invoicing, tax and receivables so every order produces its accounting entry. An accountant configures this stage, so month-end reports match the books from the first close. The second operational module follows the same fifteen-day rhythm.
Days 76–90: train, document and hand over
Train each role on its own screens, not on the whole system. Write the short guide your team will read, hand over administrator access and agree the support terms in writing. The rollout is finished when your team closes a month without calling us.
By R.R. Tech Solutions · Updated 13 September 2026
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