Month: March 2019

What to Expect When You Transition to a New DME Software System

March 18, 2019 Posted on Categories DME

Choosing a new DME software system like Bonafide is exciting. When you think about all the new features, options, and benefits you’re going to get, you know you’re making the right choice. But then reality sinks in: transition is going to take a lot of time and effort. We get it. We do everything in our power to make transition as seamless as possible, but we also won’t pretend that switching your software isn’t a big deal for you.

We recognize that changing your software to Bonafide is going to impact every aspect of your operation. When all is said and done, you’re going to have a far superior Inventory Control System and accurate financial reporting/analysis that will help you drive profitability beyond what you are able to do today. But before that happens, we’re going to plan implementation, minimize setbacks, and help you get the maximum value from the Bonafide system.

Here are three things that we will work with you during the implementation program to make transition as smooth as possible.

1. Protect key processes

Our Inventory Control System is far superior to that of any of our competitors. This means you’re going to see massive improvements in your purchasing, receiving, accountability, and inventory processes, picking orders and delivery service.

We’ll work with you to evaluate your old system and set up the transition process to minimize surprises. We’ll ask you to document your current processes before the switch and do a side-by-side comparison of how your old system handles things so that when we install Bonafide we can make the transition as seamless as possible.

2. Clean your data

There’s an old saying in software that if we put junk data in, no matter how good the software is, you’re going to get junk data out. Before making the switch from your old system to Bonafide, we’ll ask you to do a full inventory of your data. Duplicate records, missing information, and inconsistent naming systems can all cause problems in the implementation process.

Your transition to Bonafide can be a clean start, so it helps if you can take the time to update and standardize your existing data. Also take a look at what sorts of data problems you currently face. Have discussions with your team members and identify standards for data entry that you want to use with your new Bonafide system. If you create a master document of your data standards, we can set your system up to operate beautifully.

3. Manage your people

We can do everything right on a technology side, but people ultimately run your business, and we have to get them on board as well. Some of your employees will resent the fact that you’re changing your software, and there’s simply no way around the fact that even enthusiastic employees will need to adapt to the Bonafide system. We do everything to make it easy for your people to learn and start using Bonafide right away. You’ll need to prepare them for some frustration and slow-down as they learn new things.

Unrealistic expectations about new software systems can be a major impediment to smooth transition, so the more you work with your staff to prepare them, the better the results will be. Successful transitions begin at the top and trickle all the way through the organization.

Replacing your current software with Bonafide is a window of opportunity. The decisions you make during the transition will make a huge difference in terms of how smoothly it goes. We are here to work with you every step of the way to make transition as painless as possible!


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Bonafide Management Systems 241 Lombard St.
Thousand Oaks, CA 91360

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