Approach | Discovery Solutions Inc.

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.

Older man with glasses smiling and looking at their laptop

A Straightforward Onboarding Process

Onboarding to DMS ERP begins with assigning a dedicated Discovery Solutions Implementer 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 four steps below to understand how simple it is to implement our DMS ERP software:

Project Planning & Data Gathering

We begin the process with a kick-off meeting to determine onboarding goals, timelines, meeting cadences, and product champions. After this meeting, we start the data gathering phase, where we collect master files directly from your team. Examples include:

Chart of accounts
Financial statements
Supplier and customer lists
Item master

Business Modeling & System Design

During this stage, we configure DMS ERP to streamline workflows and meet the defined requirements of your business. Some of the key tasks include:

Review and document current business processes
Identify areas for improvement and design new processes
Define and map data requirements for each process
System tailoring: items, GL, user configuration, etc.
Develop customizations and integrations, if necessary

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:

Verifying data integrity and accuracy
Testing the software to ensure it exceeds requirements
Educating your product champion
Sharing operational best practices
Providing specific user training

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 Implementer 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.

Western Oilfield Specialties Corp.

DMS speeds up the billing cycle and instantly updates our inventory usage. Processing month-end and consolidating financial statements is accomplished very quickly.

DICORP

Discovery allowed us to invoice faster. Discovery improved the visibility of our jobs and cash positions and allowed PRIMEC Controls’ customers to access their accounts at any time from the PRIMEC Controls website.

PRIMEC Controls

We saved $40k in communication costs, the first year alone. Discovery made it easy to process orders and receive reports. Discovery has experience in our industry and instilled trust.

Elite Supply Partners

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.

Western Oilfield Specialties Corp.

iPhone with the Discovery Solutions ERP open

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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