DMSI follows a step by step approach to each MOM Installation project. Here is an overview of our approach.
- Step 1. Operational Audit.
- We get to know your business model, and what you expect from MOM.
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Our Operational Audit covers 28 points that describe for us your
current operation, and how you plan to use MOM. For instance,
point 17: Does your customer and prospect
data reside in multiple files, in multiple locations?
- Step 2. 12 Steps to Success.
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We discuss with you the 12 steps in a successful implementation.
These steps have helped many of our MOM client with a successful
startup (and avoid false starts). This helps you to plan your
project steps (e.g. set up your Authorize Net Credit Card account)
to save time in advance of your go-live date.
- Step 3. Database conversion.
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Database conversion has been described as more painful than root
canal therapy. This is a classic case where it is much better to do
the job right the first time than to do it over (and jeopardize business
as usual). Here are the types of approaches DMSI offers to reduce your
risk in this area:
-
HouseholdSM -
This process gathers multiple name and address records from all
your sources, into a consolidated group, usually by organization.
For DMSI clients, normalization helps sales & marketing pros
identify multiple contacts within an organization (which is highly
valued in B-B marketing).
-
ConvertSM -
This one-time process converts name, address, and transaction information from a source database to MOM. We highly recommend converting all prior order history, in order to retain a complete picture of your customer buying behavior. This will help you later with important marketing analytic questions like "who are my best customers" and "what is their Lifetime Value"
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DedupeSM -
This process merges multiple customer files together and then purges duplicates, based on user defined criteria (name & street address, email, etc). The surviving record is most often the preferred one for mailing purposes. However, for building a database, you may choose to keep the most recent customer record, the most complete record, or perhaps the record with order transactions linked to it.
- Step 4. Training and implementation.
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DMSI usually conducts a two day training program, just prior to startup. Here are some important points about training:
- Schedule the training as close to startup as possible, to avoid "fallout".
- Train your staff with your own customer and product data, so it is familiar to them.
- We can create test scenarios for your staff to practice at their leisure. This helps them to learn screen navigation.
- Ask to see our standard MOM Powerpoint training package. This can be customized for your own needs.
- Step 5. Remote support after implementation
- DMSI can use web tools (our favorite is GoToMyPc) to log into your MOM system, and support you after you go live. This will be critical when you stumble, as most organizations do, during startup. The benefit to you is that you pay no travel expenses with this feature & it can all be done remotely, and instantaneously.
