SCOPING & PLANNING

Scoping & Planning at Meridian

The scoping and planning phase is a crucial investment in creating a lasting partnership with your business.

Scoping & Planning at Meridian

The scoping and planning phase is a crucial investment in creating a lasting partnership with your business. This phase is more than just part of the pre-sales process; it’s an opportunity to gain a deep understanding of your unique operations. Instead of charging hefty fees like external consultants often do, we incorporate this discovery effort directly into our collaboration, making it a seamless part of our process. By doing so, we can thoroughly assess your current systems, identify areas for improvement, and align your specific needs with the powerful capabilities of a solution like NetSuite.

Understanding Your Business Needs

Through our scoping process, we engage in a detailed dialogue with you and your team, exploring each department’s specific needs and workflows. We understand that many businesses may not have experience with ERP evaluations, and that’s okay. We take the time to listen to your pain points, manual processes, and inefficiencies, then align these concerns with solutions that can transform your operations. Our goal is to configure an initial solution that addresses your top priorities and paves the way for future improvements.

Tailoring Solutions to Your Business

Once we’ve gathered insights, we create a customized solution for your business. This involves presenting initial configurations for NetSuite that are built on the discussions we’ve had with your team. We aim to provide flexible options, allowing for phased implementations that align with your budget and time constraints. In addition, we look for integrated solutions that complement NetSuite, ensuring you get the most value from your ERP investment.

Demonstrating the Possibilities

As part of our commitment to your success, we prepare a tailored demo that showcases how NetSuite will work for your specific needs. We use your terminology and data to help you visualize the potential improvements for your business. This interactive demo often sparks new ideas and helps us further refine the solution.

Finalizing Scope and Planning the Project

The final stage in our scoping process is defining the scope of work, the level of effort required, and the project duration. We deliver an estimate of time, cost, and phases for implementation. Our time and materials fee structure ensures flexibility, allowing us to adjust as your needs evolve. This approach enables us to deliver a solution that meets your immediate requirements while planning for future growth.