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ISO/IEC 27001RazorERP is ISO/IEC 27001:2022 certified. View the certificate for your security review→
ISO/IEC 27001 certified · View the certificate →
RazorERP
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Implementation

A structured path from your current system to RazorERP.

Established operations cannot pause to change software. Implementation is planned around your volume, sites, and integrations, with clear responsibilities at each step.

A practical readiness sequence

Six stages, the decisions each one needs, and what your team prepares. Timelines are agreed in your plan.

  1. 01
    Assess
    Agree goals, scope, sites, and the workflows that matter most.
    Decisions
    • Which sites and teams go first
    • What success looks like at go-live
    You prepare
    • Current process maps or walkthroughs
    • A named project lead
  2. 02
    Map data & workflows
    Map today’s records and steps to RazorERP.
    Decisions
    • Which records are open and must move
    • How history is treated: migrate, archive, or read-only
    You prepare
    • System and spreadsheet inventory
    • Sample contracts, receipts, and settlements
  3. 03
    Configure
    Locations, grading standards, contracts, roles, and agreed integrations.
    Decisions
    • Grading standards and deduction rules
    • Who approves settlements
    You prepare
    • Warehouse location layout
    • Grading definitions
  4. 04
    Validate
    Test real scenarios and reconcile migrated data.
    Decisions
    • Which scenarios must pass before cutover
    • Reconciliation sign-off owners
    You prepare
    • Test jobs drawn from real work
    • Time for team leads to review
  5. 05
    Train
    Role-based training for each team.
    Decisions
    • Who trains whom, and when
    • Which reference material each role needs
    You prepare
    • Training schedule around receiving volume
    • Team leads as first users
  6. 06
    Launch
    Cutover with hands-on support, then continued improvement.
    Decisions
    • Cutover window
    • How open work in the old system is finished
    You prepare
    • A communication plan for clients
    • Escalation contacts on both sides

What to prepare

Before discovery

The fastest implementations start with a clear picture of today. Gather these before your first working session.

Checklist
  • Current systems and spreadsheets
  • Sample client contracts and settlement reports
  • Your grading standards
  • Warehouse location layout
  • A named project lead and team leads

Connect implementation to your evaluation

Evaluation centerQuestions and agendas by role.Open →Security reviewRequest documentation early.Open →Evaluation scorecardMigration and implementation requirements.Open →

Go deeper

Data migrationPreparation and reconciliation checklist.Open →Training & customer successTraining by role.Open →Enterprise rolloutPhased multi-site programs.Open →

Plan your implementation conversation.

Tell us your sites, systems, and timeline.

Request a DemoMigration checklist