Onboarding Approach

Transition to DMS ERP without any disruptions to your business.

Gain Complete Confidence with DMS ERP

We have developed a systematic playbook to help your company get up and running as easily as possible. Regardless of whether you are a controller, accountant, operations manager, field/shop technician, or CEO, DMS ERP does not require you to possess specialized tech-savvy skills. Our focused implementation process proves this by ensuring all users are extremely comfortable with the ins and outs of our software from day one. This is further complimented by ongoing customer support that assists your business in consistently realizing its benefits over time. With Discovery Solutions, you can rest assured that your ERP project is in good hands from start to finish.
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A Straightforward Onboarding Process

Onboarding to DMS ERP begins with assigning a dedicated Discovery Solutions Implementor to your project. Their role is to ensure the onboarding process runs smoothly by working “behind the scenes” to tackle all of the heavy lifting so your team doesn’t have to. Check out the subsequential four steps below to understand how simple it is to implement our DMS ERP software:

Business Modeling

Once an Implementor is assigned, we transition to the business modeling stage. The purpose of this stage is to gather crucial information through either in-person or virtual meetings with all of your key project stakeholders. These meetings will be used to: 

  • Define your product Champion 
  • Understand your business workflows 
  • Identify any gaps in your current operations
  • Gather financial report formats

Data Gathering

During the Data Gathering stage, we will collect master files directly from your team. Examples include chart of accounts, vendors, inventory, and other important business data. From there, your Implementor will work their magic to: 

  • Process, massage, and upload the information
  • Define appropriate user roles
  • Tailor locations, currencies, and warehouses

Training & Testing

We take pride in training your team to the point where they can confidently dive into the robust features and functionalities of DMS ERP. This is why we built our software training with all potential users in mind. Training is also offered on-site or virtually with sessions focused on: 

  • Educating your product Champion
  • Sharing operational best practices
  • Providing specific user training and certifications
  • Testing the software to ensure it exceeds your business requirements

Go Live & Ongoing Support

During this final stage, you will be equipped to start reaping all of the benefits our software has to offer through an official go live. Your dedicated Implementor will always be there if any uncertainties arise as you begin utilizing DMS ERP. Once Live, we dedicate a Success Manager to ensure your business continues to operate seamlessly and experience ongoing success.


Trusted by Industry Leaders

We pride ourselves on delivering excellence, but don't just take our word for it. Hear it directly from those who've experienced it.
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Western Oilfield Specialties Corp.
Western Oilfield Specialties Corp.
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Book a Call

Schedule a quick 15-minute call and we will discuss your business challenges and if Discovery could be the right fit for you!
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