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| System Design & Customization |
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In this phase we do the
actual customization of your system. We define custom fields
and screens, custom letters and reports, filters and groups,
etc. We establish the linkages to your word processor and
set up the security structure. We develop the data import
formats and, at your option, actually import your data into
the selected software. |
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We can automate the conversion of name,
address, phone and user fields from your current system(s)
to the new system. History and note records in some systems
can be converted with a combination of manual and automated
processing. We can also key-enter data from paper systems.
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| The steps included
in this phase may include: |
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 Developing
a working "draft" of your New system based on information
from the completed requirements survey.
We install the draft system and you review
it, giving us your opinions. |
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 Revising
the system and install a "final" working version
for your approval. |
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 Helping
you integrate your new system with your existing software
(word processing, fax, Windows, etc.) |
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 Importing
your existing data into the new system. This may take ten
or more passes through the data. Alternatively,
we arrange for cost-effective key entry
of your non-automated files. |
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The time required for this phase is totally
dependent on your detailed design requirements as defined
in the previous step. |
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