Onboarding

Your introduction to Sage X3 at Datel 

What to expect from us and how to make the most of your relationship with the Sage X3 team supporting your success with Datel.

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Welcome to Sage X3 account management

As a Sage X3 customer with Datel, you'll work with a dedicated account manager from day one, ensuring you achieve your desired value from the investment, both now and in the future. They will understand your business and technology strategies and are well placed to advise you on the best way forward with Sage X3 as your business grows. 

The team supporting you

Preparing for project kick off 

In the time before your Sage X3 project begins, there’s a few things to consider:

Build the project team from your side:

Develop buy-in from the key decision makers who will make the project a success. That includes executive sponsors, users, IT people and anyone else likely to be impacted, whether positively or negatively.

Consider your go-live date:


What are the constraints we’re working to, and what issues should we be aware of?

Understand potential project risks:

These often include resource availability, competing objectives, data availability, key events and holidays. Identifying them ahead of the project can minimise their impact.

Implementation roadmap

Your Sage X3 implementation follows our unique six-stage process so you are set up for lasting success. You’ll work closely with a project manager and our accredited Sage X3 consultants throughout the project until you are up and running on the solution.

01

Project preparation

The core project team meet to discuss your objectives and requirements. We’ll explore the software, recommend features, and create your project plan.

Key milestones: 

  • Project kick-off
  • Requirements capture
  • Project plan creation

02

Scoping

Over multiple sessions, we’ll analyse your needs and select the necessary modules, add-ons, and integrations. We’ll capture this information in your description of target solution (DTS).

Key milestones: 

  • Data extraction and cleansing
  • Scoping sessions
  • DTS creation and walkthrough

03

Install and configuration

We’ll build your solution using sample datasets, testing and refining constantly to ensure it meets your DTS requirements. Then, we’ll walk you through the configured solution.

Key milestones: 

  • Sample data loading
  • Solution installation, configuration, and testing
  • Configured solution walkthrough

04

Key user training and user acceptance testing

After testing your newly configured solution, we begin key user training to teach your team how to use Sage X3. As part of this stage, we’ll run user acceptance tests to ensure the solution meets your expectations.

Key milestones: 

  • Solution validation
  • Key user training
  • User acceptance testing

05

End-user training and ready for go live walkthrough

Once your key users are comfortable using Sage X3, end-user training begins. As soon as everyone's familiar with Sage X3, we ask you to complete a Ready for Go Live Walkthrough. This is your opportunity to present the solution back to us and demonstrate your new found proficiency with the software. 

Key milestones: 

  • Solution sign-off
  • End user training
  • Ready for Go-Live Walkthrough

06

Go-live

We’ll migrate your remaining live data and launch your solution. We’ll show you how to contact our award-winning customer support team and introduce you to your dedicated account manager. They’ll check in with you regularly over the coming months to help you get the most out of Sage X3.

Key milestones: 

  • Live data migration
  • Solution launch
  • Post go-live support

Once you are live on Sage X3 

System go-live is a key milestone in your Sage X3 journey, but it’s not the end of the partnership with Datel. Your account manager will be on hand to review and reflect on what’s been achieved against your objectives, help you plan future project phases and help you to consider future strategic priorities. They’ll also keep you up to speed with new releases, functionality and add-ons available to enhance your Sage X3 solution.

We do this through: 

Regular check-ins  

Discovery meetings 

Events and seminars 

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Ongoing support

Once live, our dedicated support team of accredited Sage X3 consultants is available to assist with break/fix support for Sage X3 and Datel-supported add-ons. They follow our Support Handbook, ensuring a consistent level of service. There are also additional services - Assist, Monitor and Manage - that you can adopt to enhance your support coverage to more than our standard support.

This team collaborates closely with your account manager and implementation consultants to provide advice tailored to your solution and business needs and is completely focused on delivering support for our customers. 

Product help and training resources 

Our accredited consultants and product specialists have built a comprehensive library of help and training resources to support your users. Continuously updated and based on common queries, it’s available for new users, infrequent tasks, or specific guidance, with suggestions for new content always welcome.

See all product help articles

Get in touch

If you’d like to speak with one of the Sage X3 experts supporting you as a Datel customer, get in touch and one of the team will come back to you.

 

Speak to us