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C o n s u l t i n g
Design and Build
 Based upon the scope of work, we begin the design of your custom database, user interface, create a plan for sharing data between remote users, develop document and report templates, and determine if third-party products are appropriate for the solution.
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Sampling of some of the aspect of Design and Build phase:
- Database conversion & clean-up
- If necessary rebuild existing database prior to conversion
- Remove duplicates
- Old users deleted
- New users added
- Purge cleared Activities back until when.
- Remove past uncleared activities until when
- Importing/exporting data
- Custom Database Design
- Customization of screens/layouts/fields
- Customization of sales forecasting tool
- Set-up standard reports
- Database performance optimization
- Custom templates for documents/e-mail
- Synchronization planning
- Evaluate and implement ACT! specific 3rd party solutions
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