shoper 9 implementation in chain store | tally helpdesk | tally | tally.net services

7/31/2019 Shoper 9 Implementation in Chain Store | Tally Helpdesk | Tally | Tally.NET Services

1/20

Tally Solutions Pvt. Ltd. All Rights Reserved 1

Shoper 9 Implementation in Chain Store

March 2010


2/20


Objectives

Chain Store Scenario

Phases of Implementation

Best Practices


3/20



Stores:o present in many locationso centrally controlledo follow common business processes and practices

Components:o POS (Store) locationso Distributor/warehouseo Head Office


4/20



Classification:o Company Ownedo Franchiseeo Consignment Storeso Buy & Sell Stores

Others:o constitutes a supply chain networko communicate between locationso exchange goods between locationso data managed centrally at head officeo

head office is a facilitator and decision maker


5/20



Presaleso Standard Product Demo

Understanding Customer Requirementso Design and Construct solutiono Customisation (if required)

Conference Room Pilot (CRP)

Pilot Run at Chosen Locationso User Acceptance Testing


6/20



Implementation Rollout in All Locations

End User Trainingo Help and Support

Post Implementation Activitieso Support for a limited periodo Implementation Closureo Further Support Services and Maintenance


7/20 Tally Solutions Pvt. Ltd. All Rights Reserved 7

Presales

A set of activities performed before customer acquisition and mayextend during the process of product/service delivery.

Activities include:

Meet prospects to gather requirements Seek information on their business related activities

Find what they expect from Shoper 9

Provide information on:o our company capabilityo past implementation and service record

o Shoper9interface with Tally.ERP 9 Shoper 9 integration with other applications

Provide commercials on Shoper 9 deployment

Arrange for a standard product demo



Standard Product Demo

The standard product demo focuses on:o important product featureso broad requirements of the prospecto use of prospects data to map requirementswith features

Post demo estimate the effort required to complete implementationbased on the scope of activities. Effort estimation enables you to

ascertain the project period and cost.

Refer theImplementation Effort Estimate Toolfor effortestimation.

Note: The standard effort estimate is based on the previous

implementation experience and may vary depending on

prospects requirements and other factors.



Understanding Customer Requirements

Important activities in this phase are:

Collect detailed requirements aboutcurrent business operations

Use Requirement Study and Configuration Tool to map

requirements with system parameter settings

Study item master structure, inwards/outwards process, reports,

hardware/software required

Decide on broad areas to be customised, if required, after mappingwith the standard product

Prepare the Business Solution Design Document and get anapproval from the customer (signoff)



Understanding Customer Requirements

Document in Business Solution Design Document (BDS):o existing business processeso recommendations for process changes (if any)o mapping of customer requirements with product features to

ascertain:

availability ofstandard features solutions through customisation workaround solutions

In solution phase (keeping BSD as base):o prepare customer specific business and printing templateso customise interface with other applications (if any)

o prepare Custom Installer and Custom LiveUpdate



Conference Room Pilot

Install Shoper 9 components, demonstrate its functionalities,

check interfaces with other applications and work on the

complete business process

Obtain feedback on the performance of the product and newrequirement of customer, if any

Validate the designed solution against the business process,

requirements and ascertain the gaps

Obtain a sign off from the customer on CRP done and incorporate

the changes in the designed solution, if required



Pilot Run at Chosen Locations

Install Shoper 9 components in customer HO and selected locations.

Refer the Implementation & Training Checklist for Rollout

document for the list of activities to be carried out.

The test cases received on the business scenarios of the customer have

to be tested completely during this phase.

Issues found during pilot run have to be addressed before rollout and

necessary changes have to be done in the applicable areas.

Obtain a sign off from customer.




Plan for rollout of Shoper 9 after successful pilot run

Prepare a checklist of prerequisites for rollout and ensure the

prerequisites are ready

Keep the Shoper 9 Custom Installer ready for deployment in the

locations (Refer to Shoper 9 Customised Installer. PDF)

Obtain a sign off from the customer after implementation/migration

during the rollout phase (Refer to Implementation and Training

Checklist for Rollout)




Prerequisites for rollout

Sl.No Prerequisite forrollout

Tool Responsibility

1 Shoper 9 Shoper 9 CD Customer

2 Customer SpecificBusiness Template

Shoper 9Custom CD

ImplementationExecutive

3 Customised Exes Shoper 9Custom CD


4 Custom LiveUpdate CustomLiveUpdate

location &patches


5 Hardware & Softwarereadiness for rolloutlocations

H/w & S/wReadinessChecklist

Customer



End User Training

Provide training to customer personnel at HO & POS locations (Refer

to Implementation and Training Checklist for Rollout)

Help & Support

Impress the users on the options used in the chain store scenarioEducate customers on:o Help file in Shoper 9 HO & POSo Knowledge Base on Tally websiteo Tally.ERP 9 Support Centreo Licence Management using Control Centreo Partners role as a support person



Post Implementation Activities

Support for a limited periodo Extend support for a limited period (7 days)o Monitor product performance during the periodo Guide the client to use and familiarise with Shoper 9 options

Implementation Closureo Get a sign off on successful completion of the project

(Refer Project Sign off Document)

Further Support Services & Maintenanceo Work out an annual maintenance contract for continuous

product support



Best Practices

The best practices that are recommended for a successful implementation:

Demonstrate the standard functionalities of Shoper 9

Use Implementation Effort Estimation Tool to calculateimplementation effort

Understand customers business process and the requirements (Ref:

Requirement Study and Configuration Tool)

Document requirements, provide solution and get a sign off (Ref: Business Solution Design Document)

Perform a Conference Room Pilot and a Pilot Run of Shoper 9 at

selected locations before roll out



Best Practices

Prepare a planand execute rolloutat locations after a successful

Pilot Run

Use the implementation and training checklist to impart training

to customer personnel

Plan for a limited period post implementation support and work out

an Annual Maintenance Contract (AMC)

Ensure the customer signs off that the project has been successfully

implemented (Refer Project Sign off Document)



Questions & Answers

For more information log in to:

www.tallysolutions.com


20/20

Thank You

shoper 9 implementation in chain store | tally helpdesk | tally | tally.net services

Documents