Discovery
Collects business, warehouse, finance, CRM, approval and import needs for the purchased modules.
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Module Detail
Add-onImplementation Assistant
The Implementation Assistant turns discovery into an executable setup plan. It asks questions based on the modules you have purchased, makes configuration and import scope visible, lets you review the draft, and tracks controlled application and reconciliation.
Key capabilities
Reviewable draft
Setup scope and pending work are visible before application; an outdated draft cannot be applied.
Controlled application
Supported definitions are applied atomically while existing records are preserved on conflicts.
Import reconciliation
Master data and document import outcomes, error counts and acceptance stay visible in one place.
Want to see this module live?
We'll walk through the module with your own data in a free 30-minute demo. Typical onboarding takes 1-2 weeks.
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