Pre-implementation process mapping
Decide how the work should run before configuring software to match how it currently runs. Includes the cost-code and chart-of-accounts structure the business will have to live inside for years.
Cano Solutions service
The part the vendor leaves to you
Procore, McLeod, and ERP vendors provide configuration, not change management. They set the software up against your answers and move on. Process design, data migration, rollout, training, and adoption stay with the customer, and that is where implementations fail. Firms buy a platform, use a fraction of it, and conclude the software was the wrong choice. Cano Solutions runs the part the vendor does not.
Talk through your situationWhat we usually find
What should change
Where this helps
Decide how the work should run before configuring software to match how it currently runs. Includes the cost-code and chart-of-accounts structure the business will have to live inside for years.
Move customers, jobs, loads, cost history, and open balances from legacy systems and spreadsheets, then reconcile the result against the source rather than assuming the import was clean.
Roll out by project, division, or terminal, deliver role-based training in English and Spanish for office and field or driver staff, and review after launch what is being used versus what was configured.
Working together
Where we apply it
Questions
Vendor implementation is configuration. They set the platform up against the answers you give them and move on. Process design, data migration and reconciliation, phased rollout, training, and adoption are usually out of scope, and those are the parts that determine whether the rollout works.
Yes. Role-based training is delivered in English and Spanish, which matters when the office and the field or driver workforce do not share a first language.
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