What Does Implementing FOUNDATION® Look Like?

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As most contractors will tell you, to build something that lasts, you have to take your time with the details. Implementing FOUNDATION is no different.

We’re invested in your success.

We’ve found that the more we work together to build your database and get you comfortable with the system, the better your chances of long-term success will be.

We want to make sure your system is set up with your preferences and your business needs in mind.

Our training program is designed to be flexible. You’ll have 8-16 weeks to customize the core parts of your system and a dedicated trainer to guide you every step of the way.

Check out our article for tips on getting the most out of FOUNDATION.

Phase 1: Planning

Right after we get FOUNDATION set up, we’ll schedule a planning session. This is where you’ll meet your trainer, and they’ll get to know your business better.

Your trainer will also give you a quick overview of how FOUNDATION works and how the training will go.

In this first phase, we’ll focus on a few key things:

• Understanding your company: We’ll talk about how your company operates and what you need from the software
• Defining user roles: We’ll figure out what each person who uses the software will be responsible for
• Setting expectations: We’ll outline what you can expect from the rest of the implementation process

Phase 2: Building the Foundation

Next, your trainer will help you set up the ‘maintenance items’.

Think of them as the foundation of your system.

Your trainer will help you set these up and show you how they’ll link to your General Ledger (G/L) so you can easily see your financial data.

The basic process looks like this:

Items that your trainer will work with you on include:

Phase 3: Practicing Daily Transactions

You’ll learn the daily functions of the software, including:

• Entering timecards, invoices and bills: We’ll guide you through the entire process
• Processing payments: You’ll learn how to receive and make payments within the system
• Managing projects: You’ll see how to handle things like change orders and project documents

We’ll use a practice database for this, so you can get comfortable with the system without worrying about making any mistakes in your actual data.

Practicing these functions — especially on your own — will make your transition easier by increasing your familiarity with the system.

Plus, it gives us a chance to test your system setup, view reports and see your database in action.

Phase 4: Going Live

By this point, you’ll be ready and feeling confident to take your system “live.” In FOUNDATION, “going live” is divided into two parts:

Phase 5: Settling In & Review

Once you’re live in FOUNDATION, your trainer will help you get settled into your new routine. This phase is mostly about you getting comfortable with the system on your own.

Feel free to ask your trainer any questions that arise as you start using FOUNDATION in your daily work. We’ll also brainstorm to find ways to make the software even easier for you to use.

During this phase, you’ll also learn more about how to run reports, reconcile your accounts and address any minor issues that might have come up. We’ll also review anything that needs to be adjusted.

Phase 6: The Wrap-up Meeting

The last session will be similar to your planning meeting — it’s a chance for us to check in and see how things are going.

We know every business is different, so we’ll do a final review of your setup and how you’ve been using FOUNDATION.

We want to make sure you’re on the right track for success! We’ll also introduce you to our support team.

They’re here to help you troubleshoot any issues, answer your questions about transactions and continue to support you as you learn to use the system.

Even after you’re done implementing FOUNDATION, we’re always just a phone call away!