Difference between revisions of "Implementation Checklist"
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To assist with implementation, Fishbowl provides a 3-page [https://www.fishbowlinventory.com/w/files/Implementation%20Flow%20Chart%20&%20Road%20Map.pdf Implementation Flow Chart & Road Map] document with checklists for each phase of implementation. | To assist with implementation, Fishbowl provides a 3-page [https://www.fishbowlinventory.com/w/files/Implementation%20Flow%20Chart%20&%20Road%20Map.pdf Implementation Flow Chart & Road Map] document with checklists for each phase of implementation. | ||
| − | * '''Phase 1''': Install Fishbowl | + | * '''Phase 1''': Install Fishbowl and prepare for the accounting integration |
| − | * '''Phase 2''': | + | * '''Phase 2''': Build the initial Fishbowl database |
| − | * '''Phase 3''': Train on | + | * '''Phase 3''': Train on processes |
| − | * '''Phase 4''': | + | * '''Phase 4''': Install plugins or integrate with 3rd party apps |
| − | * '''Phase 5''': Finalize data and | + | * '''Phase 5''': Finalize data and processes |
| − | * '''Phase 6''': Add | + | * '''Phase 6''': Add inventory and go live with Fishbowl |
The document can be downloaded by clicking [https://www.fishbowlinventory.com/w/files/Implementation%20Flow%20Chart%20&%20Road%20Map.pdf here] or by clicking the image below. | The document can be downloaded by clicking [https://www.fishbowlinventory.com/w/files/Implementation%20Flow%20Chart%20&%20Road%20Map.pdf here] or by clicking the image below. | ||
[[File:Implementation Flow Chart & Road Map.png|850px|border|link=https://www.fishbowlinventory.com/w/files/Implementation%20Flow%20Chart%20&%20Road%20Map.pdf]] | [[File:Implementation Flow Chart & Road Map.png|850px|border|link=https://www.fishbowlinventory.com/w/files/Implementation%20Flow%20Chart%20&%20Road%20Map.pdf]] | ||
Latest revision as of 21:51, 15 May 2020
Getting started
To assist with implementation, Fishbowl provides a 3-page Implementation Flow Chart & Road Map document with checklists for each phase of implementation.
- Phase 1: Install Fishbowl and prepare for the accounting integration
- Phase 2: Build the initial Fishbowl database
- Phase 3: Train on processes
- Phase 4: Install plugins or integrate with 3rd party apps
- Phase 5: Finalize data and processes
- Phase 6: Add inventory and go live with Fishbowl
The document can be downloaded by clicking here or by clicking the image below.
