Project Go-Live:
How to Manage ERP On-Boarding

Next Class — 2020 or on demand

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About the Class

Learn essential (and proven) strategies and methods for successfully managing the process of implementing xTuple into your company, from start to finish. Choosing the right software doesn't ensure success. Proper on-boarding planning and execution does.


Note — This training meets 4 times. You are expected to attend all sessions. There is a one (1) hour break each day between 1:00PM and 2:00PM.

Course Schedule

Day 1
Day 2

Course Details

  • Implementation team leaders
  • Financial managers
  • Operations managers
  • Customers, partners
  • The importance of establishing a clear vision and expectations
  • Building the project team
  • Components of a successful pilot program
  • Executing a pilot program to reduce risk and accelerates the schedule
  • Setting reasonable timeline expectations
  • Basic Postgres administration and pgAdmin
  • The role of accounting during the implementation
  • Beginning balance techniques and considerations
  • Methodologies for data migration importing data
  • Introduction to the application infrastructure including reports, scripts, screens and packages
  • Introduction to CSV import
  • Using the xTuple Updater
  • Comparison of xTuple ERP versions
  • xTuple Connect capabilities that push information to users, customers, and suppliers
  • Case studies and lessons learned
  • Preparing end users for a smooth transition
  • Evaluating the pros and cons of a clean break versus a parallel go live
Additional Detail on Curriculum — after completing this course you can:
  • Assemble the proper project team
  • Articulate a clear vision and plan to end users and management that garners support
  • Develop a comprehensive project plan centered around the piloting process
  • Use basic feature of pgAdmin to administer the project piloting process
  • Work with accounting to setup financial mappings, financial reporting and develop a plan for establishing beginning balances
  • Prepare source data that can be used with CSV import for data migration
  • Understand how xTuple Connect can be utilized to facilitate data exchange between xTuple and external entities
  • Use the xTuple Update tool
  • Leverage lessons learned from implementation case studies

Group-live online


  • Online Training — ERP Basics: Learning Business Process Flows (optional)
  • Classroom Training — Setup and Configuration, also known as ERP Boot Camp (optional)

Specialized Knowledge and Applications



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Refund Policy & Cancellations

Requests for refunds for Live Classes must be received in writing at least thirty (30) days prior to scheduled start date of training session. All cancellations will be subject to a $100 cancellation fee. No refunds will be granted within thirty (30) days of scheduled start date. For Online Classes, all sales are final. No refunds will be granted for Group Internet Classes. Participants of canceled classes will be offered course credits which may be applied to future courses and must be redeemed within twelve (12) months of receipt.

Training Options & Earning Credits

Training options vary from free online resources to paid in-classroom or live group events with specialized content designed for and delivered at your business location. Find out which is right for your staff needs.

Every annual Support Contract includes — at no additional cost — an allowance of Training Credits to be used for any regularly scheduled xTuple training offering. For every $200 spent, earn one (1) Training Credit hour. Example: Spend $3600/year earns a free ticket to the 18-hour online ERP Basics class.

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