This article covers the process that your company will take when making the transition to MarketTime, and expectations of all involved.
For more information about feature differences and things to be aware of during this process, see our dedicated article.
Kickoff Call
The Kickoff call is designed to orient you to some of the features of MarketTime that you'll be interacting with during your transition process and what to expect and accomplish during this time.
Your Implementation Specialist will cover the following:
- Preliminary Tasks - These tasks are designed to ensure that information that requires a manual touch to update or set are complete prior to your company's go-live date. This includes Manufacturer and Customer communication information.
- Staging Data Overview - Reviewing your complete dataset in MarketTime's Staging Environment is important to ensure you have the opportunity to test special scenarios, review how your data will look when you go live, and familiarize yourself with the platform.
- Order Code Mapping Sheet - This document (provided by your Implementation Specialist)is for you to fill out and return to your Implementation Specialist to ensure your Order Codes and Sales Locations are properly mapped to their MarketTime counterparts you'll create during your work on your Preliminary Tasks.
Following the Kickoff Call, your "homework" is to work on the above, and utilize your Implementation Specialist as a resource for knowledge for these tasks during your transition time.
Webinar Attendance
During your transition period, you'll have the opportunity to join webinars directed at those making the transition as you are, for various user types such as Admins, Salespeople, Commission personnel, and B2B Website management. This is how you and your team will learn from our experienced staff on how best to use the MarketTime platform.
See our Webinar Calendar for our upcoming schedule of sessions!
Follow-Up Q&A Call
During your transition period, it's highly recommend to schedule a follow-up call after you've had some time to familiarize yourself with the system and continued work on your Preliminary Tasks. This is best done around the midway point of your transition.
This call is designed to answer questions/discuss things that simple emails may not have been able to do.
We recommend coming prepared to this call with areas of interest or concern to best utilize your time with your Implementation Specialist.
Final/Go-Live Call
On your scheduled go-live date, we recommend scheduling a call with your Implementation Specialist to cover any final things that need attending to ensure a successful launch on MarketTime.
The main topics of discussion are typically:
- Did your data transfer to MarketTime's live environment as expected? Does it mirror that of the Staging Environment you've been reviewing?
- If there are any issues that require investigation or escalation, specific examples should be provided to the Implementation Specialist so they can be triaged accordingly.
- Post-Transition Tasks - These tasks are to be completed on or after your go-live date to tidy up anything needed.
- How to get Support post-transition.
- Our revamped Support Center lets you browse/search through articles on all-things MarketTime to promote self-sufficiency.
- When submitting tickets to support@markettime.com or via our Support Center, prefix your issues with "BW Transition:" to ensure proper triage of your issue as you begin interacting with the MarketTime Support Team.
- You may reach our Support Team at 469-214-6780, Monday - Friday 8am - 3pm CST. Be sure to use Extension 1 to be routed to the MarketTime Support Team.