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Discovery On-Boarding

We have developed a systematic playbook to help your company get up and running efficiently with minimal disruption to your core business. Our focused implementation process ensures that you get the most out of your ERP investment, while our ongoing customer support helps you continue to realize its benefits over time. With Discovery Solutions, you can rest assured that your ERP project is in good hands from start to finish.


Business Modeling 

  • Define product Champion

  • Understand your business workflows

  • Identify any gaps 

  • Gather financial report formats


Master Files and Tailoring 

  • Clean up master files and upload 

  • Define user roles 

  • Tailor locations, currencies, warehouses


User Training and Testing

  • Dedicated Champion training

  • User training sessions and certifications

  • Share operational best practices 


Go Live

  • Upload opening balances and tables 

  • On-going user support 

On-Boarding Explained

Customer SUpport

Discovery offers on-going virtual customer support from our expert support team.  Available to ensure your operation continues to run smoothly.  As a customer of DMS you also have access to our extensive library of manuals and videos.  

Education & Training 

Discovery understands that people and technologies continue to evolve. We have our support team available for personalized training sessions to keep your organization growing and hiring.  Reach out to your customer support focal for more information.  

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