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© Tally Solutions Pvt. Ltd. All Rights Reserved 1 Shoper 9 POS Single Store Implementation October 2009
© Tally Solutions Pvt. Ltd. All Rights Reserved 2 Objectives Need for implementation Phases of implementation o Presales ▪ Product Demo Topics o Understanding Customer Requirements o Installation, Configuration and Testing ▪ Install and Implement Shoper 9 ▪ Interface requirements o End User Training ▪ Help and Support o Post Implementation Activities Aids for Implementation o Tools o Supporting documents o Product Support
© Tally Solutions Pvt. Ltd. All Rights Reserved 3 Introduction A single store is a unit where the retail activity happens in a single physical location A successful Shoper 9 implementation ensures that the customer benefits from use of the product and also meets the business requirements Ensures the customer is able to track, monitor and improve the business activities This presentation outlines the entire process of implementation from the initial stage of presales till the installation of Shoper 9 and training the customer in using it Some best practices to be used in a single store implementation are also mentioned
© Tally Solutions Pvt. Ltd. All Rights Reserved 4 Need for implementation Analyse customer’s requirements Map customer’s requirements Use implementation tools for o Better interpretation of customer requirements o Faster implementation o Easier imparting of knowledge (training) o Ensuring a satisfied and happy customer
© Tally Solutions Pvt. Ltd. All Rights Reserved 5 Phases of implementation Presales Understanding Customer Requirements Installation, Configuration and Testing End User Training Post Implementation Activities
© Tally Solutions Pvt. Ltd. All Rights Reserved 6 Presales First phase of the activity to understand the business of the Store/Showroom o Meet with prospect, educate and create interest in Shoper 9 o Highlight Tally as a leading Software Solutions Provider o Understand prospect’s current business practices and processes o Project Shoper 9 as a comprehensive product solution to match requirements o Explain the capability of Shoper 9 to integrate with other applications (3rd party applications), like CRM, Tailoring software, ERP, etc. o Discuss technical and commercials of the offer
© Tally Solutions Pvt. Ltd. All Rights Reserved 7 Presales o Arrange for a product demo highlighting important features Define catalogues Use of different payment modes to settle bills Inward of stock items through physical verification, PT Files loading (if applicable) Record cancellations, returns and exchange Create purchases (includes creation of POs) and subsequent inwards of stock items using PT, PDT files Generate sales related reports
© Tally Solutions Pvt. Ltd. All Rights Reserved 8 Presales Record Goods Returns Create cash receipts and payments Generate stock related reports Generating cash reports Create bills, cash & credit, product & service Housekeeping activities- Backup, Restore, DB tuning, Temp files deletion Create customers on fly Day close and Day begin Other functionalities as discussed with customer Ascertain demo feedback The decision by the prospect to place an order with us is made at this stage.
© Tally Solutions Pvt. Ltd. All Rights Reserved 9 Presales o Communicate effort estimation for implementation (Refer Effort Estimation Tool and Checklist for Single Store Implementation.xls for effort estimation). Make changes to the effort/ list of activities based on the customer’s requirement. o Agree with the customer on the final scope of work and its expectations.
© Tally Solutions Pvt. Ltd. All Rights Reserved 10 Presales Additional points to be considered in this phase: o Contact Tally Solutions for clarity when major gaps exist between Shoper 9 features and Customer requirements o Appraise the customer on customisations for meeting specific business needs, if required Identify exact requirements Communicate the scope of work Provide the cost of customisation
© Tally Solutions Pvt. Ltd. All Rights Reserved 11 Understanding Customer Requirements Gather more information on customer requirements using the document, Requirements Study and Configuration Tool. Refer the document, How to use the Requirements Study and Configuration Tool as a guide to use the questionnaire Plan for the implementation after the analysis of customer requirements Contact Tally Solutions Pvt. Ltd., if the customer has specific requirements outside the current features of Shoper 9 All supporting documents needed during implementation will be made available with the implementation guide.
© Tally Solutions Pvt. Ltd. All Rights Reserved 12 Understanding Customer Requirements Install and Implement Shoper 9 o Finalise implementation activity list (Refer file, Effort Estimation Tool and Checklist for Single Store Implementation.xls) o Check if the recommended hardware and software are in place o Agree on the Item Master classifications in consultation with customer (Refer file, Help on Item Master Mapping for more information) o Use the standard business template and complete installation of Shoper 9
© Tally Solutions Pvt. Ltd. All Rights Reserved 13 Understanding Customer Requirements Install and Implement Shoper 9 o Configure the system parameters o Perform activities mentioned in the activity list, for example, configure printers, bill printing, define barcodes, etc. o Activate Shoper 9 licence o Finalise customisation requirements with customer, if any
© Tally Solutions Pvt. Ltd. All Rights Reserved 14 Understanding Customer Requirements Interface Requirements o Identify the interface requirements with Tally.ERP 9 and other software, if any (Refer Interface of Shoper 9 with Tally.ERP 9.pdf) This activity may also happens after the product implementation. Then the actual process of effecting the interface with other software applications like Tally.ERP 9, etc. starts.
© Tally Solutions Pvt. Ltd. All Rights Reserved 15 End User Training Provide initial training on required aspects/options of Shoper 9 in the lines of the presales demo The training consists of, o Defining catalogues o Barcodes printing & tags o Purchases, Inwards, Stock take (for existing store) o Day close and Day Open o Billing, Cash related transactions (if applicable), Reports, Housekeeping & Setup If the store plans to receive the master data electronically, the training will start from Purchase, Inwards phase.
© Tally Solutions Pvt. Ltd. All Rights Reserved 16 End User Training Help and Support o Educate the customer about the use of: ▪ Shoper 9 Help file and documents on the website ▪ Tally Support Centre ▪ Control Centre ▪ Support by Partners - Role as a primary support person ▪ Annual Maintenance Contract ▪ Call Centre - L1 support ▪ Customisation and Extension framework ▪ Best practices in the use of Shoper 9 Implementation of Shoper 9 in a single store can be extended to a chain store, if required
© Tally Solutions Pvt. Ltd. All Rights Reserved 17 Post Implementation Activities Take a sign-off (confirmation from the customer that implementation has been completed) after filling the Effort Estimation Tool & Checklist for Single Store Implementation.xls Provide initial phone support to ensure customer is comfortable and confident with the use of Shoper 9 Persuade the customer to sign the Annual Maintenance Contract for continuous support Equip the customer to troubleshoot problems at the initial stage
© Tally Solutions Pvt. Ltd. All Rights Reserved 18 Aids for Implementation In the presentation, information was provided on: o Tools o Product Support You can find more information in the document, o Shoper 9 POS Single Store Implementation on the Partner Portal
© Tally Solutions Pvt. Ltd. All Rights Reserved 19 Questions & Answers
© Tally Solutions Pvt. Ltd. All Rights Reserved 20 Thank you
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