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Construction Software Implementation & Training Plan

There are many reasons why construction companies invest in new software; Greater efficiency, better reporting and stronger job costing are just a few examples. But implementing new construction software can seriously impact your company.
As a result, making a smart technology choice requires a significant investment of both time and money.

To ensure that your original objectives are met with success, your implementation needs to be a well-managed process, with step-by-step guidance at every stage. At Jonas, we understand that many companies have experienced a less-than acceptable software conversion at one time or another. Because of this, we have developed a detailed and systematic implementation process designed to tackle each step with precision.

Our three-phase construction software Training and Implementation Plan is outlined on the accompanying documents and covers everything from the time of purchase to pre-implementation tasks to training all the way up to your “go-live” date. We also transfer data from your old system to your Jonas solution and include 24 hour post-implementation support to make sure everything is running smoothly.

Once your software is up and running, we’ll send you monthly communications with tips and hints to build on your system knowledge thereby, maximizing your investment in Jonas Software.
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SALES HAND-OFF MEETING

Budget: 2 hours (non billable)

During the sales process the Jonas Sales Representatives and Sales Engineers learn a great deal about your business processes. The purpose of the hand-off meeting is to pass this wealth of information to the Services team while introducing the trainer and the Jonas training process to the client:

Key Tasks:

  • Discuss Training Process and review the Sample Training Calendar
  • Discuss Quick Install and Upload Templates
  • Discuss process for Custom Requirements, if applicable
  • Assign Trainer

PHASE I: PRE-IMPLEMENTATION

Budget: 35hours @ $175/hour

Jonas Software is very flexible. Before we begin to work with the end users we want to ensure that we configure the system to best meet the unique needs of your business. During the Pre-Implementation Phase the Jonas Service group will work with key users to install and configure the system, upload data, and confirm the training plan.

Key Tasks:

  • Confirm Training Calendar
  • Set Milestones
  • Discuss Clients Business Processes
  • Review Quick Install and Upload Templates (Data Conversion)
  • Spec out any Custom Requirements/Create Scope of Works Document
  • Schedule Delivery Date for Custom Requirements if applicable

PHASE II: INSTALLATION/TRAINING

Budget: 45 hours @ $175/hour

Once the system has been configured we are then ready to train your end users building up to a full switch over on the Go Live date.

Key Tasks

  • Follow Training Calendar and Project Plan to train staff
  • Utilize the Summary Training Guide
  • Stay on Track
  • Trainer on site for Go Live

PHASE III: POST IMPLEMENTATION/PRE SUPPORT

Budget: 5 hours @ $175/hour

The Jonas trainer will be on site during the Go Live process to assist with final check and processing over the first few days while your team builds up confidence with the system. Following Go Live, the Services Team will hand you off to our support group as you make the transition from learning to using the system

Key Tasks

  • Go Live Support
  • General Project Review
  • Notify Support of any Custom Programming, or Set-Ups
  • Hand-off to Support (Non-Billable – not included in above budget)

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