© Tally Solutions Pvt. Ltd. All Rights Reserved 1 Shoper 9 Implementation in Chain Store March 2010

© Tally Solutions Pvt. Ltd. All Rights Reserved 2 Objectives  Chain Store Scenario  Phases of Implementation  Best Practices

© Tally Solutions Pvt. Ltd. All Rights Reserved 3 Chain Store Scenario  Stores: o present in many locations o centrally controlled o follow common business processes and practices  Components: o POS (Store) locations o Distributor/warehouse o Head Office

© Tally Solutions Pvt. Ltd. All Rights Reserved 4 Chain Store Scenario  Classification: o Company Owned o Franchisee o Consignment Stores o Buy & Sell Stores  Others: o constitutes a supply chain network o communicate between locations o exchange goods between locations o data managed centrally at head office o head office is a facilitator and decision maker

© Tally Solutions Pvt. Ltd. All Rights Reserved 5 Phases of Implementation  Presales o Standard Product Demo  Understanding Customer Requirements o Design and Construct solution o Customisation (if required)  Conference Room Pilot (CRP)  Pilot Run at Chosen Locations o User Acceptance Testing

© Tally Solutions Pvt. Ltd. All Rights Reserved 6 Phases of Implementation  Implementation Rollout in All Locations  End User Training o Help and Support  Post Implementation Activities o Support for a limited period o Implementation Closure o Further Support Services and Maintenance

© Tally Solutions Pvt. Ltd. All Rights Reserved 7 Presales A set of activities performed before customer acquisition and may extend 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 capability o past implementation and service record o Shoper 9 interface with Tally.ERP 9  Shoper 9 integration with other applications  Provide commercials on Shoper 9 deployment  Arrange for a standard product demo

© Tally Solutions Pvt. Ltd. All Rights Reserved 8 Standard Product Demo  The standard product demo focuses on: o important product features o broad requirements of the prospect o use of prospect’s data to map requirements with features  Post demo estimate the effort required to complete implementation based on the scope of activities. Effort estimation enables you to ascertain the project period and cost. Refer the Implementation Effort Estimate Tool for effort estimation. Note: The standard effort estimate is based on the previous implementation experience and may vary depending on prospect’s requirements and other factors.

© Tally Solutions Pvt. Ltd. All Rights Reserved 9 Understanding Customer Requirements Important activities in this phase are:  Collect detailed requirements about current 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 mapping with the standard product  Prepare the Business Solution Design Document and get an approval from the customer (signoff)

© Tally Solutions Pvt. Ltd. All Rights Reserved 10 Understanding Customer Requirements  Document in Business Solution Design Document (BDS): o existing business processes o recommendations for process changes (if any) o mapping of customer requirements with product features to ascertain: ▪ availability of standard features ▪ solutions through customisation ▪ workaround solutions  In solution phase (keeping BSD as base): o prepare customer specific business and printing templates o customise interface with other applications (if any) o prepare Custom Installer and Custom LiveUpdate

© Tally Solutions Pvt. Ltd. All Rights Reserved 11 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 new requirement 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

© Tally Solutions Pvt. Ltd. All Rights Reserved 12 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.

© Tally Solutions Pvt. Ltd. All Rights Reserved 13 Implementation Rollout in All Locations  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)

© Tally Solutions Pvt. Ltd. All Rights Reserved 14 Implementation Rollout in All Locations Prerequisites for rollout Sl.NoPrerequisite for rollout ToolResponsibility 1Shoper 9Shoper 9 CDCustomer 2Customer Specific Business Template Shoper 9 Custom CD Implementation Executive 3Customised ExesShoper 9 Custom CD Implementation Executive 4Custom LiveUpdateCustom LiveUpdate location & patches Implementation Executive 5Hardware & Software readiness for rollout locations H/w & S/w Readiness Checklist Customer

© Tally Solutions Pvt. Ltd. All Rights Reserved 15 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 scenario Educate customers on: o Help file in Shoper 9 HO & POS o Knowledge Base on Tally website o Tally.ERP 9 Support Centre o Licence Management using Control Centre o Partner’s role as a support person

© Tally Solutions Pvt. Ltd. All Rights Reserved 16 Post Implementation Activities  Support for a limited period o Extend support for a limited period (7 days) o Monitor product performance during the period o Guide the client to use and familiarise with Shoper 9 options  Implementation Closure o Get a sign off on successful completion of the project (Refer Project Sign off Document)  Further Support Services & Maintenance o Work out an annual maintenance contract for continuous product support

© Tally Solutions Pvt. Ltd. All Rights Reserved 17 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 calculate implementation effort  Understand customer’s 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

© Tally Solutions Pvt. Ltd. All Rights Reserved 18 Best Practices  Prepare a plan and execute rollout at 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)

© Tally Solutions Pvt. Ltd. All Rights Reserved 19 Questions & Answers For more information log in to:

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