How to Make the Most of Your Stellar One ERP System Free Trial

Welcome aboard your Stellar One Risk-Free Trial!

Over the next 45 days, you’ll have the chance to explore business processes, navigate key workflows, and boldly go where a traditional demo of an ERP system could never take you. 

This week-by-week guide will help you explore your business's most important areas and evaluate your outcomes using real-world experience. Let’s dive in! 

Before you launch: Preflight checklist

The success of any mission comes down to preparation! Here are some important things to consider before hitting the ignition on your Stellar One free trial:

• Fit Quiz: The right ERP partner is as crucial as the right ERP platform. Take our Fit Quiz to see if Stellar One is the best option to support your growth, streamline your operations, and empower your team.

• Data: Know where your current business data lives and make sure it can be exported. You can’t move what you can’t find!

• Requirements: Crew selection is important. Gather a cross-organizational team to evaluate what everyone needs from the ERP system.

• Budget: Are you the one signing off on expenses? If not, confirm that our system is affordable for your budget before spending your team’s time trying out a new system.

• Time commitment: Our process uses a condensed timeline. Even though we go faster, all the usual steps are still there, and the time commitment is comparable. Your team needs to be available to fully engage with us to ensure a successful trial.

Week 1: Orientation and liftoff

The engines are warming up! This week is all about getting familiar with the Stellar One ERP system and setting the stage for your journey.

• Kickoff call: Meet the Stellar One crew, introduce your team, identify your expectations, walk with us through an initial system configuration and send us your data so we can map your free trial journey.
  
  
• Welcome to your mission: Access the ERP system and your personalized library of resources to onboard your team and gain experience with the platform.
  
  
• Initial setup: Your user accounts, permissions, data, and site configurations are all set. Time to suit up!
  
  
• Basic training: Get started with video tutorials on essential modules like accounting, inventory management, sales and purchasing. You’ll feel confident navigating your ERP software in no time!

Week 2: Test key business processes

Time to engage the hyper drive! This week, you’ll focus on core features that streamline your financial and inventory processes.

• Sales Management: Explore the ability to track sales opportunities and deliver fast and accurate quotes.

• Financial management: Take a deep dive into Acumatica’s financial management features with comprehensive tutorials and case studies. Our team guides you through hands-on tasks to set up financial reports and budgets.

• Inventory management: Discover the ins and outs of inventory tracking and management. We’ll provide tips for optimizing inventory levels and reducing waste and practical exercises for entering and tracking inventory data.

• Check-in: Touch base with your Stellar One team for a systems check. We’re interested in your feedback so we can address any concerns or questions.

Week 3: Boost productivity

As you approach warp speed, it’s time to calibrate your order management and customer relationship management (CRM) processes.

• Sales and order management: Get the hang of sales order processing and management using best practices for managing customer orders and invoices. To upgrade your skills, you’ll create and manage sales orders through accounts payable, accounts receivable, and payment processing.

• CRM: Discover ways to enhance customer relationships through better data tracking. Use exercises to work with your ERP system’s CRM capabilities for entering customer data and tracking interactions.

• Halfway review: Pause to reassess your trajectory. Are you still on course, or do we need to adjust your path for the next phase of your trial?

Week 4: Integrations and automation

You’re halfway through your trial! Now it’s time to make the ERP system uniquely yours by exploring automations and integrations.

• Personalization: Tailor your ERP to fit your business. We’ll guide you through personalizing workflows, including Financial and Banking Management, and integrating with other business tools, like external CRM, Microsoft Teams, and Shopify.

• Steering committee meeting: Gather your top brass (stakeholders) for a mission briefing led by Stellar One, which includes reviewing and discussing your updated proposal.

• Resolve issues: Don’t worry about turbulence—our crew is here to smooth out any bumps along the way. Together, we’ll review your issues list and recommend resolutions.

Weeks 5-6: Evaluation and go/no-go decision

Your Risk-Free Trial is approaching its final destination. At this point, you’ve completed all phase one Rapid Prototyping sessions. Now it’s time to decide about moving forward.

Use these last two weeks to continue exploring the system on your own, ask more questions, evaluate your progress, and choose your path for the future.

• Review agreement: Schedule a stakeholder meeting with your company stakeholders to review your updated subscription membership proposal.

• Q&A: Gather any final questions. Your Stellar One team is available to help you get the answers you need.

• Sign on the dotted line: Have your document signer standing by to sign the agreement when you’re ready to go.

You don’t have to wait for the countdown to end! If you feel confident and ready to go earlier, sign your membership subscription agreement as early as the third week to jump into full implementation. 

Let’s go!

This structured project plan helps maximize your 45-day Risk-Free Trial. You and your team are supported every step of the way, and you’ll learn important insights into your business processes. You will get information and hands-on experience to fully evaluate how an ERP system can transform your business into a streamlined operation. 
Let’s embark on this journey together and use your ERP software for business transformation of galactic proportions!