ACT! Support: Deployment/Installation
There are many ways to configure ACT! for your business whether working with your data locally and/or remotely. Active Business Systems’ consultants are professionals who understand that every organization is unique. Our job is to understand and support your project from planning and design through implementation, training and beyond. We work with you to evaluate your business goals and objectives and tailor your ACT! system implementation strategy to meet your business needs.
Each system implementation mandates its own unique approach. The steps below highlight components that more complex projects typically include.
Needs Assessment - Our first priority is to understand your requirements, and in doing so review how your data is currently stored and shared and discuss how those systems can be optimized for your business provide a set of tools that communicate, record, measure, analyze and report — ABS reviews the cost and benefits of these deployment options with you and how these solutions are best tailored to your requirements and your enterprise environment.
Current Server / Workstation Review - We help you review the technical specifications of your existing systems and recommend any upgrades or modifications necessary for a successful ACT! implementation.
Software Support - Identify the appropriate ACT! software for your business and network environment. Pro, Premium, Synchronization over the Internet or VPN, Terminal Server, Act for Web, and even combining the options - and determine if third-party add-on products are appropriate for your design.
Design and Review - Based on the scope of work, we design your custom solution components, create a plan for sharing data amongst local and remote users, develop document and report templates, A prototype design of your system is presented for your comments and approval.
Conversion / Migration Support - Often organizations must migrate and merge current data from existing systems: Excel, Outlook Contacts, other CRM’s, business cards. We’ll plan and execute the migration as well as clean up any data, as necessary to ensure the integrity and consistency of your new ACT! system.
Implementation Support - We install and configure your custom system, and integrate any third party software. We will work with you to ensure a convenient transition with the least amount of downtime.
ACTive Business Systems provides ACT! By Sage, software sales, installation, data conversion, customization, reporting and training throughout Marin, Sonoma and San Francisco. We consistently deliver professional, tailored results to hundreds of companies in the greater Bay Area.