Professional Services from Wizard Systems.
Wizard's services help customers get measurable business results from our solutions. By helping you realise capabilities and add value to your business, the Wizard Systems consulting approach is designed to help you improve your business agility:
Pre-sales consultancy
From the first point of contact, we will normally visit your office for the purpose of trying to understand your requirements and exploring potential solutions with you. When appropriate, we’ll also provide a full demonstration of the proposed solution to you and your colleagues and then provide a comprehensive and complete quotation covering everything that you need. If you're pressed for time or if distances don't allow us to visit you, we can also provide presentations over the Web.
Pre-Implementation Consultancy
Once you’ve made a decision to purchase, and depending on the size of the installation, we may undertake an on-site scoping exercise. The aim of the exercise is to clarify the strategic objectives and to provide the management team with a clear understanding of the effort and resource required to deliver a successful solution.
An important element of this is agreement on the priorities of the business and phasing of delivery. We will also highlight any potential constraints or risks identified.
During the scoping exercise, the following areas are covered:
Requirements and Design Document
Statement of Work Document
Installation and Configuration
In this phase we
Training
To help you get the most from your software investment and to get you up and running as quickly as possible, we offer full Training on all software we supply.
We can provide Training at your premises or at our own Training facilities, and can train on any level. E.g. all Users might get an introduction course into the day-to-day use of the software, and other selected Users may get more advanced training. Our aim is to make you as self-supporting as possible, so that you can maintain, ‘tweak’ and administrate the system yourself.
Software Support Service
The Annual Maintenance & Support service offers unlimited telephone support to the Wizard Systems Helpdesk (though support is also available through e-mail or fax), access to new versions of the software (as long as you have purchased that option) as they become available from the software authors, regular communiqués from Wizard Systems (e.g. Hints and Tips) and a 10% discount on any booking for Training Courses at Wizard Systems Training Centre. Please note that the contract does not include 'on-site' support, which is available at an extra cost and billed on an hourly basis.
Data Cleansing
Wizard Systems offer a 'Data Cleansing' Service whereby we take your customer records and have them cleaned - remove duplicates, tidy partial addresses, screen against the TPS and MPS, flag companies no longer trading. The cleaned data is then sent back to you normally in 48hrs to put back into your CRM system. Working with poor data can cost you money.
Leasing and Financing
You can have the complete system financed so you only pay a monthly sum over a period of time to spread your costs and help your cash flow
- It's collaborative, with a strong emphasis on knowledge transfer from our consultants to your people on the front line
- We provide a single point of contact and responsibility for all issues relating to your implementation
- Most of all, our industry and technology consultants have 'been there' - so you get the benefit of our experience as well as our knowledge of Wizard's business tools
Pre-sales consultancy
From the first point of contact, we will normally visit your office for the purpose of trying to understand your requirements and exploring potential solutions with you. When appropriate, we’ll also provide a full demonstration of the proposed solution to you and your colleagues and then provide a comprehensive and complete quotation covering everything that you need. If you're pressed for time or if distances don't allow us to visit you, we can also provide presentations over the Web.
Pre-Implementation Consultancy
Once you’ve made a decision to purchase, and depending on the size of the installation, we may undertake an on-site scoping exercise. The aim of the exercise is to clarify the strategic objectives and to provide the management team with a clear understanding of the effort and resource required to deliver a successful solution.
An important element of this is agreement on the priorities of the business and phasing of delivery. We will also highlight any potential constraints or risks identified.
During the scoping exercise, the following areas are covered:
- Brief explanation of how the project is delivered
- Document a detailed specification of your requirements down to field level and data for these fields.
- Confirm roles of each of the individuals for the project duration.
- Give brief overview of the standard system.
- Agree early actions to set into motion that will help both parties get a head start on the potential project launch.
Requirements and Design Document
- Summary of the strategic objective(s) to which the project is aligned
- Summary of departments and staff in scope
- Based on the standard screen views for Companies, Persons etc we detail the functional specification down to field level per screen including field type, field selection lists, field length, mandatory etc.
- Define the reporting and Word template requirements
- Definition of any configurations required beyond the standard system functionality (new entities, views to reflect data integrated from elsewhere etc)
- Detailed data audit including data readiness, data sources for initial upload, migration plan, and any associated issues
- Integration definition – identify the existing systems to be integrated, the data items likely to be integrated and the nature of the integration (real-time / batch / write-back etc.)
- Documentation of any automated processes, workflows, alerts and escalations
- Document the planned users, user access profiles, security privileges and territory management
Statement of Work Document
- Project approach, resources, roles, responsibilities and expectations
- Project risks, constraints and dependencies
- Technical environment – existing and required
- Basic project plan, change control procedures, project reporting and phasing
- User acceptance testing and system testing procedures
- Training plan – users and system administration
- Man days effort required broken down into specific work packages with associated costs based on the detailed specification defined in the Requirements and Design document
- Go-live procedure and handover to Support procedure
- Summary of documentation to be provided following implementation audit
Installation and Configuration
In this phase we
- Install the supplied system
- Configure it to your requirements
- Import data from older systems
- Integrate as necessary with other applications in your business to prevent double entry etc…
- Setup User security
- Setup Management Reports
Training
To help you get the most from your software investment and to get you up and running as quickly as possible, we offer full Training on all software we supply.
We can provide Training at your premises or at our own Training facilities, and can train on any level. E.g. all Users might get an introduction course into the day-to-day use of the software, and other selected Users may get more advanced training. Our aim is to make you as self-supporting as possible, so that you can maintain, ‘tweak’ and administrate the system yourself.
Software Support Service
The Annual Maintenance & Support service offers unlimited telephone support to the Wizard Systems Helpdesk (though support is also available through e-mail or fax), access to new versions of the software (as long as you have purchased that option) as they become available from the software authors, regular communiqués from Wizard Systems (e.g. Hints and Tips) and a 10% discount on any booking for Training Courses at Wizard Systems Training Centre. Please note that the contract does not include 'on-site' support, which is available at an extra cost and billed on an hourly basis.
Data Cleansing
Wizard Systems offer a 'Data Cleansing' Service whereby we take your customer records and have them cleaned - remove duplicates, tidy partial addresses, screen against the TPS and MPS, flag companies no longer trading. The cleaned data is then sent back to you normally in 48hrs to put back into your CRM system. Working with poor data can cost you money.
Leasing and Financing
You can have the complete system financed so you only pay a monthly sum over a period of time to spread your costs and help your cash flow
