Brightpearl Implementation & Consultancy Services

You’ll clean up your data and we’ll configure your account and integrations

Once your implementation plan is finalized, your data migration and system configuration will begin. Your Project Team will help you to optimize your data by suggesting best practices and recommendations on how you can structure your data, which is the cornerstone of your future success. Without clean and accurate data, you're almost in the same situation you started out in. We get that. And we also get that it'll be far from being the most fun part of your implementation. Supported by your project team, you're eliminating the guesswork out of what you do to ensure you're making the right decisions first. Once your data is finalized, Brightpearl does the heavy lifting for you. That includes importing your data and configuring the system, including all ecommerce and point of sale integrations, as well as automation rules, as outlined in your Technical Solutions Proposal.

We’ll train you and your staff on every part of the system

With access to clean data and a completed system configuration, you’ll be ready to start your training. We’ll cover vital product training and best practices for every part of the system, including sales, purchasing, accounting, inventory management, warehousing, CRM, marketing, ecommerce integrations and point of sale, ensuring you and your staff fully understand how they’ll complete their duties and jobs of work while using Brightpearl as their main tool.

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You’ll test that Brightpearl works for you, while we check your staff are fully trained

Once you and your team are trained, we’ll move you over to user acceptance testing. This is your opportunity to test that the solution meets your requirements and is ready for launch, while we’ll check that your staff are fully trained, using the system in the way that we taught them and thus, also ready for launch. The success of your business is our biggest focus, so if you're not ready to launch, we won't force it until the transition makes sense.

You’ll start using Brightpearl as the core of your operations

You've put in a lot of work up to this point and now it's time to celebrate with your launch! This is the most exciting part of the project for everyone involved as it’s the moment when Brightpearl truly becomes the heart of your operations. You’ll recount your inventory levels the day before and we’ll import them into your system along with any data that needs updating since the initial import. At this point, it’s your choice on whether we also migrate your accounting data over to Brightpearl now, or on a future date that works best for you.

We’ll continue working with you to ensure your long-term success

Unlike other software providers, our Implementation Consultants don’t disappear once you’re using the system. We ensure your Consultant doesn’t have any other customer-facing calls on the day of the launch, which means you’ll have their undivided attention on the most important day of your implementation journey. Additionally, your Consultant stays with you for the next 30 days as well, which involves regular scheduled checkpoint calls to suit you. Once this step is complete, you’ll be officially handed over to our highly experienced Customer Success and Customer Support teams.