Every business is unique. Detailed discovery is our way of understanding all aspects of your business and determining the right course of action for your company. We work collaboratively with your team to identify and thoroughly document your business challenges, internal processes, workflows, customizations, and opportunities for improvement. Our goal is to effectively plan your upgrade and build your project road map.

For Blytheco, project kickoff is synonymous with “team alignment.” At this stage, we focus on the collaborative review of your key processes, workflows, improvement opportunities, technology, and training requirements. As a team, we align on project roles, expectations, key dates, timing, budget, and phasing. Once we are aligned on the project and next steps, we ensure the approval of all product and professional services contracts.

Thorough preparation is crucial to a successful software upgrade. At this stage of our process, we spend time validating your current software and hardware, as well as gather all necessary assets. We work together to design the infrastructure for your new environment, validate your data, identify any risk, and prep your system for the software install.

Once the new version has been installed, we then bring your data into your new environment. At this stage we are focused on proper setup, field mapping, and in-depth testing to ensure all data imported to its correct location without error. Our consultant focuses their time on reviewing critical data to validate the success of the import. All data errors are corrected before moving on.

This stage of the process represents the completion of the technical execution of your upgrade. Our consulting team focuses on executing project tasks, connecting integrations, and system customizations. Once everything is connected, we spend time testing all necessary elements, patching as needed, and activating your software. Execution of this stage indicates your software has successfully been upgraded to the latest version.

Once your system has been upgraded and goes live, we then work together to ensure that your software is performing optimally. At this stage, our teams work together to validate data, processes, workflows, and integrations, and confirm that there are no errors. Any errors that arise are corrected by our consultants. Once both teams are in alignment regarding the upgrade, we then sign off on the project’s completion.

From the beginning of this process, our focus is on helping your company make the most of your software. Throughout this collaborative process, our team will make improvements to your workflows and processes, add new functionality, and update your features and user interface. At this stage, it is crucial that we spend time with your team to train on these new improvements, refresh on existing functionality and workflows, and offer best-practice recommendations. Our goal is to ensure your team is comfortable in the new system and can take full advantage of the upgrade.

Once the project is complete and your staff is trained and making optimal use of the software, our teams connect again for a post-upgrade meeting. Throughout the upgrade process, we typically uncover many opportunities for future improvements and refinement. During this meeting, we take the time to document those opportunities, review the upgrade process, share our collective learnings, and set a plan in motion for executing future optimizations. At this stage, we lay the groundwork for your future upgrade.