From first conversation to fully supported.
Moving accounting and trading onto one system is a project, not a download. We run it as one — a consultative evaluation, a staged implementation with a dedicated project manager, and on-site training backed by support that stays with you.
A considered evaluation, not a self-serve trial.
The DataFlow team gets to know your business in detail — both your technical requirements and the way you actually work — so we can map a migration path that is pain-free. A dedicated project manager is assigned from the outset, and our advice on hardware and network stays impartial.
- We get to know your business in detail
- A pain-free migration path, mapped up front
- A dedicated project manager from the outset
- Vendor-neutral advice on hardware and network
- 01
A consultative approach
Start with a conversation, not a login and a sandbox — so any recommendation is grounded in how you work.
- 02
Your requirements understood
Your technical requirements and your day-to-day workflows are captured together, not one without the other.
- 03
A pain-free migration path
We map how you would move across to DataFlow before you commit, planned to keep disruption low.
- 04
Ownership from the outset
A dedicated project manager owns the evaluation through to a decision, with impartial advice on hardware and network.
A staged rollout, planned around your business.
DataFlow is implemented in clear stages, each signed off before the next begins. A dedicated project manager is assigned from the outset, an implementation consultant handles your setup and data migration, and both are on hand through your first days live.
- A dedicated project manager from day one
- A managed live conversion of your data
- Per-module training scheduled around your calendar
- Go-live support with the project manager on hand
- 01
Configuration & installation
The system is configured and installed for you to test in a controlled environment before you sign off.
- 02
Setup & data migration
Company details, users, custom documents and reports are set up, and your static data is brought across through a managed live conversion.
- 03
Fine-tuning & training
An implementation consultant fine-tunes the system and trains your team module by module, scheduled to suit you.
- 04
Go-live support
You go live once, tested with real data, with the project manager and consultants on hand through the first days.
Training that fits you, support that stays with you.
Training is delivered at your premises and tailored to your requirements, so it keeps cost and disruption down. Once you are live, an annual Support & Maintenance agreement keeps your team backed by friendly, responsive UK support, with upgrades for life.
- On-site training, tailored to your requirements
- Ongoing training for new users and new modules
- A train the trainer option to build in-house expertise
- An annual agreement with upgrades for life
- 01
On-site training
Delivered at your premises and shaped to the workflows your team actually uses, not a generic syllabus.
- 02
Ongoing training
New users are brought up to speed and additional modules are covered as you adopt them.
- 03
Train the trainer
Equip a key team member to teach new starters, keeping training capability in-house between sessions.
- 04
Support & Maintenance
An annual agreement with help-desk, telephone and online support, plus upgrades for life — backed by UK support.
Questions about working with us.
How evaluation, implementation, training and support actually run.
Is the evaluation a free trial I can sign up for?
No. A DataFlow evaluation is consultative rather than self-serve. The team gets to know your business in detail so any recommendation reflects how you actually work, rather than leaving you to assess an empty system alone.
Do we get a dedicated project manager?
Yes. A dedicated project manager is assigned from the outset and oversees every stage — from the evaluation through configuration and go-live — so there is a single point of ownership throughout.
How is our existing data brought across?
A DataFlow consultant imports your static data — customers, suppliers, chart of accounts and transaction history — through a managed live data conversion, so the figures reconcile rather than needing to be corrected afterwards.
How is training organised?
Training is delivered at your premises and tailored to your requirements. It runs module by module during implementation, and ongoing training keeps new users and new modules covered as your business grows.
What does the Support & Maintenance agreement include?
The annual agreement includes help-desk support, telephone support and online support, along with upgrades for life, all backed by friendly, responsive UK support.
What happens when we go live?
The system is first tested with real and representative data. You then go live with the project manager and consultants on hand through the first days, so questions are answered as they arise.
Ready to see it in action?
- No sales pitch
- 30 minutes
- We’ll ask about your business first
Thank you
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