Implementation Process
From discovery to go-live: How we implement your custom automation solutions
Our proven 6-step process ensures successful implementation with clear timelines, deliverables, and ongoing support throughout your automation journey.
Our 6-Step Implementation Process
Discovery & Assessment
We dive deep into your current processes, pain points, and automation opportunities.
Deliverable: Implementation roadmap
Configuration & Prototyping
We build and configure your automation workflows based on your specific requirements.
Deliverable: Working prototype
Integration & Data Mapping
We connect your existing systems and ensure seamless data flow between platforms.
Deliverable: Integrated system
Pilot & Testing
We run a controlled pilot with real data to validate and refine the automation.
Deliverable: Validated system
Rollout & Training
We deploy the full system and provide comprehensive training to your team.
Deliverable: Live system
Optimization & Support
We monitor performance, gather feedback, and continuously optimize your automation.
Deliverable: Optimized system
Who's Involved
OMGsystems Team
Project Manager
Coordinates timeline, manages deliverables, and ensures smooth communication
Solutions Architect
Designs workflows, configures integrations, and ensures technical best practices
Implementation Specialist
Builds and tests automations, handles data mapping, and provides training
Support Engineer
Provides ongoing support, monitors performance, and handles optimization
Your Team
Project Sponsor
Provides strategic direction, approves changes, and ensures business alignment
Process Owner
Defines requirements, validates workflows, and provides domain expertise
IT Contact
Facilitates system access, manages integrations, and handles technical requirements
End Users
Participate in testing, provide feedback, and receive training on new processes
Typical Timeline & Milestones
Discovery & Assessment
Week 1-2Complete process analysis and requirements gathering
Configuration & Prototyping
Week 3-5Build and configure initial automation workflows
Integration & Data Mapping
Week 6-7Connect systems and ensure seamless data flow
Pilot & Testing
Week 8-9Run controlled pilot with real data and user feedback
Rollout & Training
Week 10Deploy full system and provide comprehensive training
Optimization & Support
OngoingMonitor performance and continuously optimize
Total Implementation Time: 8-10 weeks for most projects
Timeline may vary based on complexity, number of integrations, and scope of automation
Keys to Success
Clear Communication
- • Regular check-ins and status updates
- • Clear documentation of requirements
- • Transparent timeline and milestone tracking
- • Open feedback channels throughout the process
Stakeholder Engagement
- • Active participation from process owners
- • Early involvement of end users
- • Executive sponsorship and support
- • Cross-functional team collaboration
Iterative Approach
- • Start with high-impact, low-risk automations
- • Build and test in small increments
- • Gather feedback early and often
- • Adapt and refine based on learnings
Change Management
- • Comprehensive user training
- • Clear documentation and procedures
- • Gradual rollout with support
- • Ongoing support and optimization
Ready to Get Started?
Let's discuss your automation needs and create a custom implementation plan.