Before you start gathering data or making decisions on how the system should be configured, it can be really helpful to gain an understanding of the terminology and concepts of the system as this can have an impact on how you decide to structure your data and configure the system.
To make the process as smooth as possible, we also strongly advised to map your current processes.
Having a strong understanding as to how your current processes work can help save you loads of time during the implementation and also gives your Implementation manager a solid platform in which to build and configure your system.
Click here to the helpguide page related to process mapping
Click here to view the helpguide page related to terminology and concepts
Click here to view the helpguide page related to getting started