Borg Desk Online & On-Site Implementation Plan---
Borg Desk ERP offers both online and on-site implementation to ensure a smooth transition and efficient onboarding. The implementation plan is structured into different phases to align with your business needs.

Implementation Phases:--
1️⃣ Business Analysis & Requirement Gathering
✔ Understanding your business workflow & operational challenges.
✔ Identifying required modules (Sales, CRM, Inventory, HR, etc.).
✔ Mapping current processes to Borg Desk ERP.

Mode: Online (via video call) or On-Site (in-person visit).

2️⃣ System Configuration & Customization
✔ Setting up company profile, departments & user roles.
✔ Defining approval workflows & automating processes.
✔ Settings invoice formats, tax settings & pricing structures.

Mode: Online setup with real-time screen sharing or On-Site configuration.

3️⃣ Data Migration & Integration
✔ Importing customer, supplier, product & financial data.
✔ Integrating with third-party apps (Tally, WhatsApp, IVR, etc.).
✔ Ensuring GST & compliance configurations are set correctly.

Mode: Secure online data transfer or On-Site data upload.

4️⃣ User Training & Onboarding
✔ Training sessions for employees & managers.
✔ Hands-on practice with live system walkthroughs.
✔ Role-based training (Admin, Sales, Finance, Support teams).

Mode: Online via live training sessions or On-Site workshops.

5️⃣ Go-Live & Post-Implementation Support
✔ System testing & resolving any final issues.
✔ Providing real-time support during the initial go-live phase.
✔ Ongoing support & performance monitoring for the first 3-6 months.

Mode: Online helpdesk & ticket / Call support.

Online vs. On-Site Implementation: What’s Best for You?

✅ Online Implementation → Best for businesses comfortable with remote onboarding & standard configurations.
✅ On-Site Implementation → Best for businesses needing extensive customization, in-depth training & hands-on support.

How to Get Started?
✔Step 1: Book a Consultation Call.
✔Step 2: Choose Online or On-Site Implementation.
✔Step 3: Begin the Step-by-Step ERP Implementation Process.

Ready to Implement Borg Desk ERP? Contact us today!

Admin

April 03, 2023

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