Discovery On-Boarding

Successful ERP projects start with focused implementation and continue to add value with great customer support.  Discovery has developed a systematic playbook to help your company get live efficiently, minimizing disruption to your core business.


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
4 Signs it's Time to Transition from QuickBook or Sage E-Book

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.