The Big Picture

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It always seems a bit overwhelming when you begin the task of converting your company over to a new computer system. However, the secret to success is to stay organized and work through the process in a methodical and logical manner.

Listed below are the major steps involved in this process.  Use this as your "road map" through the conversion process.

 

1. First of all, develop a CUT-OVER STRATEGY.

That is, decide who's going to do what, and when you want to actually cut over to Lynx. This establishes the overall calendar of events for the conversion.

Left-click here for details on this. 

 

2. Get your HARDWARE and OPERATING SYSTEM SOFTWARE squared away:

If you have just a single computer, left-click here for details.

If you have a network of computers, left-click here for details.

Left-click here for technical considerations of a network.

Left-click here for details on your Operating System software.  

 

3. Load your MAP data.

Left-click here for details on this.

 

4. Review "Introduction" and "Tips" in the HELP SYSTEM.

Left-click here for details on "Introduction to Lynx".

Left-click here for details on "Tips on Using Lynx".

 

5. Load your COMPANY DATA.

Left-click here for details on this.

 

6. Load your CUSTOMER DATA.

Left-click here for details on this.

 

7. Add DELIVERY HISTORY.

Left-click here for details on this.

 

8. Enter your BEGINNING BALANCES:

Enter your beginning A/R BALANCES (Receivables)

Left-click here for details on this.

Enter your beginning A/P BALANCES (Payables)

Left-click here for details on this.

Enter your beginning G/L BALANCES (General Ledger)

Left-click here for details on this.

 

10. BEGIN USING the system on a daily basis.

Left-click here for tips on effectively using the system.