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

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 Image 1

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.

We bring you the right NetSuite solution to help you scale your business

Blogs

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Assessing your business

Implementing NetSuite

Maintaining Your Solutions

We bring you the right NetSuite solution to help you scale your business

See What Others Are Saying

“Meridian has been very responsive and they treat our business like it’s their own."

Tim Carroll, Chief Financial Officer

American Royal Kansas City, MO

“Your team did an outstanding job getting Cobalt Ventures on its own NetSuite instance. [Meridian} was very dedicated to the success of our project and was instrumental in making sure we understood the status of the project, our responsibilities on the project and bringing the project in on schedule and under budget. Thank you for your dedicated efforts and we look forward to working with you again."

Chris Huber, Chief Operating Officer

Cobalt Ventures Kansas City, MO

“Meridian Business worked with us early on. They engaged with us to learn about our business and researched solutions for our needs. Even though we looked at other solutions, we ultimately came back to Meridian because they know our business better than anyone else. They dedicated a lot of time and energy understanding our needs and desires."

David Strickland Chief Operating Officer

Kenton Brothers Wichita, Kansas City, Mid-Missouri

"...we selected NetSuite to increase data visibility across the organization, consolidate systems, and streamline all order entry points - helping us continue our long history of providing customers with the highest quality products and services. Meridian's expertise in project management, data migration, and inventory management made us confident they would help meet the unique needs of our business."

Lauren Roberts, CEO

cfm Distributors

"We have been working with Meridian Business Services for about two years now. They have gone to great lengths to help us move smoothly into a new ERP system through their NetSuite implementation services. We have a business where each building is very custom built, which makes it difficult to fit into any ERP system. Being that we are very custom, we hit some bumps during our NetSuite implementation. Meridian went above and beyond to help make the system work to fit our custom business. We now have a large amount of financial information on a daily basis to help run our business like we have never had before."

Jeff Pinter, Chief Financial Officer

Worldwide Steel Buildings Greater Kansas City