Stage 5 - Prepare

You’ll need to work with the database company to import your data either from your old system or from your Excel spreadsheets.

This can be time-consuming and some companies charge extra for it, so it’s worth checking.

You’ll also need to work closely with the company on customisation and get a clear picture about the level you can configure things yourself in the future and when you’ll need to call on them.

It’s also hugely important to produce user guidance materials that are suitable for each of your user-profiles.