Step 1 - Objectives and strategy

After the introduction to Nmbrs®, it is important to formulate the objectives and strategy for the conversion. An initial overview can be achieved by using the following document as a guide:

An implementation team must also be put together and various information needs to be collected. For questions about starting out, feel free to contact our support department.

To get an indication of the costs involved in conversion, you can use this sheet and fill it out. Clearly define the scope of the project, stating what is part of the project and what is not. Identify the risks of the project with regard to money, organization, quality, information and time (GOKIT). Think and work in project terms during this implementation: a project always has an end date and a goal. Make it quantifiable and divide the project into small sections to get a good overview.

An analysis of the division of labour agreements in your database can be made using this tool.

There's also a tool for comparing changes between two periods. For more information please contact support

If you have any questions in the meantime as to how the application works, send them to our Support department.

If you've purchased an Up & Go program you'll have access to our project management tool, Basecamp, where you'll also be able to view all documents and steps.


Other steps within the implementation process