Implementation & services
From understanding your process to operations.
Configuration, training and support, with assessment of deployment requirements within your company environment.
An operating environment planned around company needs.
Deployment is defined with the client to address hosting, data management, access, backup and support requirements.
Options to discuss:
- Company servers.
- An approved cloud environment.
- A demo environment for evaluation and training.
- A separate production environment.
IT requirements include operating system, database, user numbers, data and attachment volume, and recovery needs. Demo settings may differ from production, and demo data is illustrative.
Implementation starts with understanding your procedures.
| Service | Description |
|---|---|
| Requirements analysis | Review current templates, approvals and reports |
| Scope definition | Agree on functions, outputs and customization |
| Platform configuration | Departments, areas, years, roles and numbering |
| Data preparation | Review initial data and migration within the agreed scope |
| Report adaptation | Prepare agreed outputs |
| Operational testing | Test realistic scenarios with department representatives |
| User training | Train each group on its core procedures |
| Launch support | Follow use and address initial feedback |
| Maintenance and updates | Services under the support agreement |
| Development and integration | Assess additional requirements and implementation |
Implementation stages
- Understand current procedures.
- Agree on a clear scope.
- Prepare the environment and data.
- Configure the platform and reports.
- Test a complete workflow.
- Train users.
- Launch and follow up.
PETROPLAN / INSIGHT
Support that stays close to users.
Role-based training helps users understand entry, review and follow-up tasks, supporting a structured transition to everyday use.
Make your work program clearer.
Start with a conversation about your company's needs.