enVision Consulting

Speak with an expert ERP implementation consultant to create a plan for long-term business growth and success.

The first step in any Solution Source implementation is enVision – the discovery of the client’s goals, processes, and requirements for the technology solution. In order to develop software that empowers our clients, we rely on a thorough understanding of their business. The enVision process uses regular client meetings to make sure our team understands the requirements as thoroughly as possible.

Solution Source will facilitate a series of focused meetings with ownership, management and stakeholders to outline business processes, data paths, and workflows.

Solution Source will deliver one document outlining goals and objectives for the system approximately 2-3 weeks following the conclusion of the enVision discovery meetings.

The enVision document doesn’t require a commitment to any given ERP system or provider. Instead, it’s designed as a resource to help the client understand the scope of the requirements for the ERP solution and help make the best decision.

If you’re interested in enVision, use the link below to get in touch with an expert ERP implementation consultant.

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Sample enVision Schedule

When we schedule enVision, we’ll work with you to determine the necessary meetings for each key function of your business. Each meeting will include the relevant stakeholders and walk you through each process in that functional area. Typical meetings might include:

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  • Lead to Customer
  • Opportunity to Estimate to Sales Order

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  • Sales Order to Work Order
  • Work Order to Schedule
  • Sales Order to Fulfillment to Invoice

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  • Vendor Setup to Price Agreements
  • Purchase Order to Receipt to Bill

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  • Bill Approval to Payment
  • Invoice to Cash Receipt
  • Month-End Close

To discuss the long-term success of your business, schedule a free demo today!