Will CompanionCabinet Really Work?
CompanionCabinet is vigilant in ensuring that all of its customers receive value. During the sales process, a cabinet industry expert will document your company's workflow. All bottlenecks and sources of errors in your current processes will be identified. The extent and effectiveness of your quality assurance activities is reviewed, and your ability to automate them is verified.
A systems review identifies points at which CompanionCabinet and other software systems will need to be integrated. By the end of all the discussions, all the information needed to ensure that CompanionCabinet will work for you will be gathered. Discussions include:
Sales Interviews
- Pricing templates and processes
- If and how quotes are reviewed before being sent to clients
- The average number & types of changes for a typical quote
- Problems that keep salespeople from being more productive
- Existing sales management reports & reports that may be missing
Order Entry and Purchasing Interviews
- How quotes are converted into orders
- How purchase orders are placed with vendors
- How orders are received into the warehouse
- Problems that commonly occur on the job site and their root causes
- Reports that are used to manage order entry and purchasing
Accounting Interviews
- How purchase orders are tied to jobs
- How information is entered into the accounting system
- Type of accounting system being used & potential plans for future accounting solutions
- Issues the accounting department is facing
- Sales, financial and management reports being generated or requested
IT Assessment
- Software, hardware and network applications overview
- Application interface and implementation issues
- Technical capabilities of your staff
- Requirements which may require specific configuration settings in CompanionCabinet
- Unique implementation characteristics
