HCSS offers two ways to implement your new shop management software, and both are designed to get your company up and running as smoothly and quickly as possible.
In most cases, HCSS recommends our traditional onsite implementation. This process includes two days of workflow design and training at our campus in Sugar Land, Texas, followed by two days at your company. We’ll discuss your time card and equipment reporting procedures and goals, review current processes, build improved workflows, help you plan your rollout, and train your users.
The onsite implementation includes Planning, Implementation, and Post-Deployment phases. During the planning stage, you will work with a dedicated HCSS Professional Services team to create an assessment of your company and define your implementation scope and requirements, as well as install your new software. The Implementation stage involves reviewing old and creating new processes, performing solution work-throughs, and creating integrations with your accounting software. In this phase, you will create action items, define requirements, and perform user testing until the entire software system is up and running. In Post-Deployment, you will receive follow-up calls from Professional Services, as well as continuous education and technical support from HCSS.
For those who cannot come to the HCSS campus, there is also an online implementation option. This shortened version of our full, onsite implementation includes the same process review and design and will involve regular check-ins via phone call and webcam.
Who Is Involved
Regardless of how you choose to implement your new software, HCSS and your key stakeholders will participate in status calls throughout the implementation process and provide weekly updates regarding project action items to ensure that all requirements are met. Throughout that process, we suggest including the following team members:
• Executive/Senior Sponsor — Ensures that project aligns with key objectives.
• Software Project Manager — Main point of contact throughout the project who will sign off on each phase and coordinate and schedule company personnel.
• Software Champion — Internal product expert for company, and go-to person for employees.
• Equipment/Mechanic Representative — Can speak and make decisions for the shop team.
• Payroll Representative — Can speak and make decisions for the payroll team.
• IT Representative — System and infrastructure support person.
What will happen at HCSS?
On day 1, your representatives and your dedicated Implementation Specialist will review and discuss immediate goals for the implementation and long-term usage of Equipment360, including expectations for how you will use the program. You will then discuss current processes, procedures, and reporting, reviewing what is and is not working and what you would like to see new or different.
Day 1 also includes a review of Equipment360 functionality before reviewing, updating, and importing data into the software and performing initial hands-on training. During this time, you will learn to create a time card.
During day 2, your trainer will review and answer any questions from day 1 before continuing hands-on training. Users will complete the schedules created on the previous day and get some additional practice in using the program based on their roles.
Based on the training and your input, we will adjust newly created processes as needed and talk about the features and functions you will use in the program, including who will perform those functions. At the end of day 2, you will create a to-do list of items to complete before HCSS visits your company, and wrap up the training.
What will happen at our company?
Once onsite, our implementation specialist will train the end users, such as mechanics and office personnel. The goal is that all installation is completed before the on-site implementation so that coaching and integration walkthroughs may begin immediately.
How much does Equipment360 implementation cost?
Most companies require two days at HCSS and two days onsite with one trainer.
More complex implementations may incur additional costs, depending on your company’s needs.