Welcome to the Roghnu buyer’s journey process. This process and our explanation of it is intended to provide our prospective clients an understanding of the structured steps we have found clients need to adhere to during an infrequent and complex procurement cycle. For example, the average CFO may only go through 2 or 3 ERP implementation projects during their career. We have helped dozens of companies with this process and find that it greatly helps with the planning and setting expectations to the duration of time it might take for their organization to decide and buy a new ERP.
The first step of the journey is the introductory meeting where everyone meets and discusses initial requirements for a new solution. At the same time, we’re qualifying that the Sage Intacct is the right fit for the prospective client. Essentially, this is the high-level getting introductions and getting to know each other meeting.
Step 2 is a mutual NDA ensuring that everyone’s information and resources are secure. After this is done a very preliminary Quick Quote and our standard agreements can be provided to the prospective client.
Step 3 is more information sharing. This is when all the information on Intacct, Roghnu, business requirements, technical requirements and the like are shared between the prospective client and Roghnu. This information is then used to help make for an efficient discovery meeting.
Step 4 includes the initial discovery call or meeting. The is where we use the shared documents and talk through high level and detailed requirements, define goals and objectives, and set expectations including a mutual close plan and a projected project plan to make sure everyone understands the timeline and requirements set forth by the prospective client.
Step 5 includes Roghnu documenting our summary of findings. This the documentation of our understanding of the requirements as well as a Quick Quote and a ROI analysis. The goal of our analysis here is to make sure we are all on the same page and resolve initial pricing questions.
Step 6 is where Roghnu prepares for a custom-tailored product demonstration. Our goal is to show the specific features that meet requirements that are unique or a challenge the prospective client.
Step 7 is the product demonstration. The tailored demonstration is focused on core functionality as well as any specific requirements that came out of our summary of findings. We highly recommend that the prospective client include all key stakeholders in the demonstration to allow for first hand experience with the product and to generate as many questions as possible.
Step 8 includes Roghnu revising the summary of finding based on our product demonstration and ensuring that everyone is on the same page with what they require and what Roghnu is ultimately going to quote and deliver. These revisions may go back and forth with the prospective client several times to make sure they are as accurate and complete as possible. This is also where we find prospective clients can take ownership of their challenges and truly work toward solutions that will make their business better and create a measurable ROI analysis supporting their selection decision.
Step 9 includes our agreements phase including a master services agreement, statement of work for the implementation and a licensing agreement for any of the licenses that are going to be used. We prefer to share our master services agreement terms at Step 2 with an executed NDA to eliminate the possibility of encountering legal review delays or worse insurmountable legal review hurdles that eliminate the possibility of working together.
Step 10 is when a prospective client becomes a client and partner with the agreement signatures. We are then ready for the project scheduling and kick off.