How Borg Desk Online / On-Site Implementation Plan Works the best for Small & Medium Enterprises ?
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?
| Feature | Online Implementation | On-Site Implementation |
|---|---|---|
| Setup Speed | Faster (Remote) | Slower (In-Person) |
| Cost | Lower | Higher (Travel & On-Site Fees) |
| Customization | Standard Configuration | Deep Cunfiguration Settings |
| Training | Virtual Training Sessions | Face-to-Face Training |
| Support | Remote Helpdesk | Dedicated On-Site Support |
✅ 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!
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