Our Business Process Review

For more than a quarter-century, Milestone has delivered solutions designed, customized, and implemented for the unique needs of a wide range of clients. While its easy to see that a professional services business will have different needs from a product-based company, the differences between two similar firms in the same industry are more nuanced, and it’s our job to understand how we can help.

This is where our unique process comes into play. As an implementation partner who prides themselves on long-term relationships, we take the time to understand not just what our clients need, but who they are, how they operate, and why they do what they do.

This holistic process is the reason that many of our clients have worked with us for over a decade, working with us for multiple implementation projects as they grow.

Six Steps to Long-Term Software Success: The Milestone Process

When it comes to ERP or other business management software, implementation failure a leading concern for companies. At Milestone, we get to know you before we start working, taking steps to reduce risk and ultimately deliver on-time projects that match the scope and time frame you want. Each step of our process feeds into each other and our goal is to uncover and solve as many pains as possible by using the software as a tool. Here’s how it works:


1.) Talk – Getting to know each other.

Our goal is to get to know the basics about your business, asking the basic questions. These are all important questions, as they help us understand whether or not our erp software solution is the right fit for your company.

  • Company overview – What do you do?
  • What challenges are you facing with your current system?
  • Why are you looking for a new business management solution?
  • What issues does the company want the new system to solve?
  • In addition to the necessities, what functionality would you consider ‘nice to have’ with the new system today and in the future?
  • Can Milestone solve those problems with a solution we provide?
  • Budgetary Range and discussion – What will the new system cost? – Both implementation and software solution cost.

We know what our strengths are, and if we feel something isn’t going to work with a solution we offer, we’ll tell you. It’s better to bow out early than force a product that isn’t going to add value to your business.

2.) Deep Dive – Peeling back the layers.

Building on our introductory meeting, our next step is to see how we can help your team. Getting to know your end users and power users will help us to ensure we have a cultural fit, understand what processes we can help improve, and work to reduce any disconnect between those choosing software and those who will be using it every day.

The Milestone team will meet with the high-end user of the system and do a deeper dive into their job functions to fully understand how everyone currently uses the system and what changes could make their life easier. We do this process to make sure we know how each department will work in the new system and make sure that we can solve the pains that they face.


3.) Test – Day in the life demo.

With these meetings completed, we build on this by showing your employees not only how the software works, but how it works for your specifications. Any reseller can show you the fancy new bells and whistles of a software, but when it comes to your business, you need a pragmatic and real-life view of how it’s going to help you.

In our day in the life demo, we take the information that we learned from the Discovery and show you exactly how the system would be used by your company and your users. In this step we show you how we solve each pain point and EXACTLY how each department will be using the software. It’s not just fireworks but real-life function.

4.) Partner – Let’s make it official.

Now comes the time where we decide whether or not to make it official. In this phase of the process we will discuss if you feel our solution is the right fit for your company.

We will submit a detailed proposal for your review and determine if we’ll be partnering together. However, the proposal shouldn’t be a surprise, we’ll continue to discuss the budget throughout each phase.

5.) Implementation – Making change happen.

This phase is detailed more in our implementation overview. This is where we will set the stage and draw up the road map to a successful implementation. In this phase, we discuss timelines and responsibilities introduce our implementation and project team to yours, configure the software, train your staff, and deploy the solution.

6.) Long-term partnership – We’ll be there.

We want to be your support system long after your up and running. You can get a hold of us with any issues by phone, email, or support ticket. We want to make sure the new investment is working the way it’s supposed to and you have the on-going support long after your up and running. More details in the services section.

Are you researching ERP, accounting, or inventory management software?

Give us a call 360-734-3387 if you’re researching software to manage your business.  We want to help you through the process, of research, selection and implementation.