Shoper 9 Implementation in Chain Store

March 2010

Tally Solutions Pvt. Ltd. All Rights Reserved

Objectives
Chain Store Scenario Phases of Implementation Best Practices

Tally Solutions Pvt. Ltd. All Rights Reserved

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

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

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

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

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

Standard Product Demo

The standard product demo focuses on: o important product features o broad requirements of the prospect o use of prospects 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 prospects requirements and other factors.

Tally Solutions Pvt. Ltd. All Rights Reserved

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

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

10

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

11

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

12

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

13

Implementation Rollout in All Locations

Prerequisites for rollout Sl.No Prerequisite for rollout 1 2 3 4 Shoper 9 Customer Specific Business Template Customised Exes Custom LiveUpdate Tool Shoper 9 CD Shoper 9 Custom CD Shoper 9 Custom CD Custom LiveUpdate location & patches H/w & S/w Readiness Checklist Responsibility Customer Implementation Executive Implementation Executive Implementation Executive

Hardware & Software readiness for rollout locations

Customer

Tally Solutions Pvt. Ltd. All Rights Reserved

14

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 Partners role as a support person

Tally Solutions Pvt. Ltd. All Rights Reserved

15

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

16

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 customers 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

17

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

18

Questions & Answers

For more information log in to: www.tallysolutions.com

Tally Solutions Pvt. Ltd. All Rights Reserved

19

Thank You

Tally Solutions Pvt. Ltd. All Rights Reserved

20