System Design & Customization

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.

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.

The steps included in this phase may include:

• 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.

• Revising the system and install a "final" working version for your approval.

• Helping you integrate your new system with your existing software (word processing, fax, Windows, etc.)
  
  
• 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.
  
  The time required for this phase is totally dependent on your detailed design requirements as defined in the previous step.
  
  For more information on analysis contact our System Design & Customization expert.