TSMPlus Deployment Process

Introduction

Successfully deploying TSMPlus depends on thorough preparation and a clear strategy.

This guide outlines the key steps to ensure a smooth transition, reducing stress while empowering your team to confidently adopt the system.

Remember, perfection isn’t necessary from day one—focus instead on readiness and continuous improvement.

Discovery

The Discovery stage identifies your needs and establishes a foundation for go-live. Key tasks include:

• Data Requirements: Decide what information (e.g., customers, jobs, invoices) needs to be imported.
• Templates & Reports: Outline document templates such as invoices or job cards.
• System Configuration: Define workflows and required modules.
• Training Needs: Identify the necessary training for staff.
• Blockers vs. Must-Have-Soon:
  • Blockers: Critical tasks like data import and staff preparation that must be completed before go-live.
  • Must-Have-Soon: Non-essential items that can follow post-go-live.
• Accounting Integration: Plan for linking TSMPlus with your accounting system.
• Realistic Timeline: Collaborate with the TSM team to set an achievable go-live date.

Scoping

Clearly define the parts of TSMPlus your business will use and prioritize them.

1. Assign a TSMPlus Champion to oversee deployment, coordinate with TSM, and be the primary point of contact.
2. List key workflows (e.g., quoting, job logging, invoicing).
3. Identify critical reports and documents needed from the start.
4. Plan data curation: Import only necessary, clean data to avoid clutter.

Implementation

This phase focuses on setting up the system and preparing your team for go-live.

1. Data Import: Collaborate with the deployment team to import curated data. Carefully check the imported data to ensure it meets your expectations and provide feedback to TSM. Conduct a final data re-import just before go-live to ensure up-to-date information.
2. Configuration: Set up workflows, permissions, system settings and system templates tailored to your business. Setup reports as needed. Configure role-based security to limit access.
3. Training: Equip your team to confidently use the system during and after go-live.
4. Accounting link: Configure and Training.

Training

Preparing your team through targeted training is critical to a smooth transition.

1. TSMPlus Champion:
   1. This key user should master the system and act as the internal trainer and point of contact for your team.
2. Users:
   1. Conduct group training for your office users and field users with TSMPlus.
   2. Have a senior field user validate that TSMPlus is configured correctly for field users.
   3. Perform trial runs together of real transactions to build confidence and resolve uncertainties.
3. Training Resources:
   1. Leverage the TSMPlus online help, training videos, and feedback tools.
   2. Address specific staff questions and encourage continuous learning.
   3. TSM can provide additional consulting and training sessions as required.

Testing / Review

Before go-live, ensure the system meets your needs through rigorous testing.

1. Follow key workflows from start to finish (e.g. job creation to invoicing).
2. Identify any new requirements or additional configuration required.
3. Review: Confirm system and your office users and field users are ready to go-live.

Go-Live

This is the final transition to using TSMPlus with live data.

1. Set a Fixed Date: Coordinate with TSM to finalize data imports and system readiness.
2. Staff Preparation: Confirm staff confidence and readiness to use the system.

Post Go-Live

1. Reassess and Refine:
   • Evaluate workflows and identify improvements.
   • Adjust settings or provide additional training as needed.
2. Continuous Support: Stay in contact with the TSM team for ongoing guidance.
3. Long-Term Use: Explore additional features and keep staff informed about updates and training materials.

Conclusion

Deploying TSMPlus is a significant step toward improving your business efficiency and productivity. The success of this transition relies on careful preparation, clear communication, and a willingness to adapt throughout the process. Here are the key takeaways to ensure a smooth implementation:

1. Preparation is Key:
   1. Understand your needs and plan thoroughly during the discovery and Scoping phases.
   2. Address critical blockers while keeping must-have-soon items for post-go-live refinements.
2. Team Involvement and Training:
   1. Empower your TSMPlus Champion to lead the transition and serve as the internal system expert.
   2. Invest in training for both office and field users, ensuring they feel confident and capable.
   3. Create realistic expectations among your staff—highlighting that the system will evolve post-go-live.
3. Iterative Implementation:
   1. Remember, the system doesn’t need to be perfect on day one.
   2. Testing and continuous feedback loops are essential for refining workflows and addressing issues.
4. Collaboration with TSM:
   1. Leverage the expertise of the TSM team at every stage, from data import to post-go-live refinements.
   2. Use their support network to resolve issues quickly and access new features as they are rolled out.
5. Ongoing Optimization:
   1. Post-go-live is the beginning of your TSMPlus journey. Continue refining processes, training new staff, and exploring additional features.
   2. Periodically review your workflows and system configurations to ensure alignment with your business needs.

Finally

By following this guide, your business can confidently transition to TSMPlus, unlocking its full potential to streamline operations and enhance service delivery.

Remember, this deployment is not just a one-time project but a foundation for continuous improvement. TSM is here to support you every step of the way, building a long-term partnership to help your business thrive.

Stay engaged, stay flexible, and embrace the opportunities TSMPlus brings to your organization!