What are the processes for inputting new customer

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Essentials of Marketing
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Chapter 15 / Exercise 4
Essentials of Marketing
Hair/Lamb
Expert Verified
• What are the processes for inputting new customer records? • How do you currently handle the paperwork on drop shipments? • How do we add a new product or formula? 3. Data Collection & Clean-up • Convert data. • Collect new data. • Review all data input. • Clean-up data. Convert data: You can’t assume 100% of the data can be converted as there may be outdated information in the system. Determine which information should be converted through an analysis of current data. Collect new data: Define the new data that needs to be collected. Identify the source documents of the data. Create spreadsheets to collect and segment the data into logical tables (Most ERP systems will have a utility to upload data from a spreadsheet to their database). Review all data input : After the converted and manually collected data is entered into the ERP database; then it must be reviewed for accuracy and completeness. Data drives the business; so it is very important that the data is accurate. Data clean-up: Review and weed out unneeded information such as customers who haven’t purchased in a while or are no longer in business. Now is the time for improving data accuracy and re-establishing contact with inactive customers. 4. Training and Testing • Pre-test the database. • Verify testing. • Train the Trainer. • Perform final testing. Pre-test the database: The project team should practice in the test database to confirm that all information is accurate and working correctly. Use a full week of real transaction data to push through the system to validate output. Run real life scenarios to test for data accuracy. Occurring simultaneously with testing; make sure all necessary interfaces are designed and integration issues are resolved to ensure the software works in concert with other systems. Verify testing; Make sure the actual test mirrors the Standard Operating Procedures outlined in step 2; and determine whether modifications need to make. Train the Trainer: It is less costly and very effective if you train the trainer. Assign project team members to run the in-house training. Set up user workstations for at least 2 days of training by functional area. Provide additional tools; such as cheat sheets and training documentation. Refresher training should also be provided as needed on an ongoing basis. Final Testing : The project team needs to perform a final test on the data and processes once training is complete and make any needed adjustments. You won’t need to run parallel systems; if you have completed a thorough testing. 5. Go Live and Evaluation • Develop a final Go-Live Checklist. • Evaluate the solution.
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The document you are viewing contains questions related to this textbook.
Essentials of Marketing
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Chapter 15 / Exercise 4
Essentials of Marketing
Hair/Lamb
Expert Verified
122 Sample Final Go Live Countdown Checklist Sample • Physical inventory process is complete.

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