The Ultimate Rootstock® Implementation Guide with Big Bang

Big Bang can help you implement, reimplement, or rescue Rootstock® ERP system for companies of any size, industry, and market.

Rootstock® has been at the forefront of providing cloud ERP (Enterprise Resource Planning) manufacturing, outsourced manufacturing, distribution, and supply chain solutions in the age of personalization. When it comes to manufacturing or outsourced manufacturing and cloud, there are few experts. As one of the first to partner with Rootstock, we’re backed with years of experience handling successful implementation projects – and many rescue missions to pick up where others could not succeed. With this experience comes in-depth knowledge of all checkpoints and possible issues that could come up during an ERP implementation – simple or more complex.

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It’s our job to guide you to get the best out of the solution immediately and in the long term.

Did you know that approximately half of our Rootstock customers come from a failed implementation? They come to us because they know we have a thorough and global understanding of the Rootstock implementation process, and how to best integrate it and its Salesforce Platform™ into the global IT infrastructure.

Big Bang’s team of expert consultants offer unique end-to-end implementation services that are agile to your business needs. From our proprietary GAB’s Pyramid™ framework to our rescue services, Big Bang makes it a point to understand your business processes and the project’s reality altogether.

Implementation Guide with Big Bang
Rootstock Implementation, Reimplementation, and Rescue

How to do a Rootstock Implementation

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First things first, plan

Our team of consultants will conduct a Business Process Review (BPR), including interviews with key players in your company to determine business needs for each department.

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Oversee the implementation team

Big Bang consultants will do the complete implementation for you or work alongside your in-house experts.

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Rootstock® implementation process

After presenting and agreeing on the implementation plan, our team will get to work! Expect to receive regular communication and updates throughout the implementation process so that the final system meets all business requirements. Your team’s stakeholders will participate, minimally, in weekly syncs to ensure proper knowledge transfer and that things progress as they should.

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Our Salesforce Platform expertise comes in handy

When combined (properly) with Salesforce, Rootstock closes the gap between CRM and ERP/MRP, helping your business become more customer-centric and agile.

Leveraging our proprietary 7-step methodology, The Big Bang Experience®, Big Bang collaborates with our clients to achieve success with Rootstock® helping you sustain your growth inside or outside Salesforce Platform ecosystem.

A multi-product solution for Gerotech Inc.

A multi-product solution for Gerotech Inc.

Big Bang helped integrate a multi-product cloud solution for the manufacturing firm Gerotech Inc., sparking sustainable fast growth and competitive edge.

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Big Bang helped integrate a multi-product cloud solution for the manufacturing firm Gerotech Inc., sparking sustainable fast growth and competitive edge.

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    Achieve REAL Digital Transformation by aligning your business plan and growth strategy with your systems with Big Bang’s functional and technical experts.

    Our Certifications

    3 Rootstock Certifications

    1
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    Rootstock 101 Level 1: Data Entry
    1
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    Rootstock 102
    1
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    Rootstock Financials Certification

    Rootstock Implementation Steps:

    As a system with Enterprise Resource Planning (ERP) and Manufacturing Resource Planning (MRP) capabilities, Rootstock will likely interact with all departments of a company – directly or indirectly. As is the case, a thorough review of the business process is required because bringing your systems online will affect everyone.

    At Big Bang, we treat your business like your own, which is why we advise based on best practices, leading solutions, and valuable experience. We are versed in implementing and integrating software, remaining grounded to the reality of what happens after the software selection- what is the reality, what works, what does not work, and what should work based on what you read but does not.

    Big Bang has been involved in the digital transformation of over 500 organizations, so our experts know which pitfalls to look out for and proactively avoid – across various industries and geographies while leveraging the best practices. We know how to ensure a smooth transition through times of change, and it starts with our proprietary implementation methodology, The Big Bang Experience®.

    The Big Bang Experience® is the standard delivery methodology for any Cloud Solution, and the steps outline the main activities involved in the delivery of each phase. Even though our 7-steps are structured, we’re flexible to remain within your budget and timeline; let us know so we can show you how we adapt our process when required.

    Learn more about The Big Bang Experience® and Our Approach

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    We train your team both during the project and support them after go-live. Customized training courses are available at any point in the partnership. When you hire new team members, training courses for Rootstock® are also available.

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    The implementation process is not complete without proper testing of the system.

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    Big Bang consultants know the right mix of customizations.

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    Big Bang implementation consultants make sure the interface is as user-friendly as possible, with features that help new and existing users like custom reports and documentation tailored to your needs.

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    We organize a demonstration working session in which the delivered work is shown.

    How to do a Rootstock Implementation
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    Lean on the certified experts of Big Bang’s talented consulting team to implement and train your team to fully leverage the robust functionality of Rootstock and become a leader in manufacturing and outsourced manufacturing.

    Rootstock® Implementation Guide with Big Bang

    Rootstock Implementation Issues: Big Bang to the Rescue

    Customization is one of the most significant ways to get the most out of ERP systems. Workflows save time and reduce errors, but only if systems are connected and programmed correctly. Perhaps you had an internal team conduct a self implementation, and there was a turnover, leaving a gap in expertise or an unfinished implementation project. Big Bang consultants can jump in where the others left off to remediate an issue or rescue the project as a whole.

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    We quickly re-validate from the beginning where decisions were made: Is the problem the partner, the product, the approach, a combination of issues, or something else?

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    We have trained capacity ready to go like a 911 Emergency Service, skilled in expediting fixes to your implementation issues.

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    We believe that a crisis is not an excuse to skip best practices because you’ll be no better off.

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    Any good implementation needs great optimization, and that's why so many people come to us. In fact, Big Bang is proud that we have more support and rescue missions, meaning we have proven success fixing problems others couldn't.

    Important ways to ensure a great Rootstock implementation:

    With Big Bang consulting services, you’re not just getting the technical knowledge to implement Rootstock – we partner with your team every step of the way to drive results.

    As your implementation partner, with a strong Rootstock practice, you can expect:

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    Full collaboration between the implementation team and your team.

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    We advise, configure, and work alongside you as the customer to test and validate on an ongoing basis throughout the development.

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    Close collaboration between partner and customer throughout the implementation process.

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    We stack our consultancy team with those who have industry expertise – so we give you the best cloud solution, backed with practical insight - notably for manufacturers and distributors. Our consultants are trained alongside the Rootstock team. We’ll leverage best practices for Rootstock and your industry’s challenges.

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    Customization of best-of-breed manufacturing or outsourced manufacturing and distribution ERP software that is personalized to your business needs.

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    2023 Forbes Technology Council Official Member: Gabriel Tupula
    2020 Growth List Accolade
    Canada’s Top Growing Companies
    Salesforce - Registered Consulting Partner
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    Solution architects to create the right solution to drive results and growth for your company.

    Frequently Asked Questions

    How long does an implementation take?
    How much does an implementation cost?
    What are my implementation options?

    A Rootstock implementation can take anywhere from 4 weeks to a couple of months to half a year, depending on the project’s scale. Accurate timelines are scoped out at the beginning of the project so that the business can accommodate, adapt, or expect accordingly. Our goal is to implement Rootstock as quickly as possible while managing the potential risks while changing systems and business processes. When a consulting firm takes too long to implement, the benefits are hard to achieve since the ROI (including time invested by your team) needs to be recouped.

    There is the base cost that depends on the size of the project. And adding on extra modules and third-party apps and connectors above the base will come at an additional cost. But often, this doesn’t have to come all at once. We can work with you to determine the priority level for all features and build a customized plan, including pricing, based on your IT strategy and growth goals.

    Perhaps you have only a very basic accounting system that does only fundamental transactions like bills, invoices, and financial statements, and you require a new ERP solution implementation. Or perhaps through recent years of growth, your ERP system has amounted to so many customizations and has become too robust and cumbersome to function optimally, and you require a rescue mission. As your implementation partner, we assess the best option that is unique to your needs, an ERP system that links your organization’s transactions from start to end.

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    Maximize the success of your cloud business transformation with The Big Bang Experience®, our 7-step proven methodology. It is designed to implement cutting edge solutions seamlessly.

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    Enterprise Resources Planning

    FINANCE

    The single-source of truth lives here with all cumulative data in one system enabling visibility on reporting, finances, true ROI, operations and the consolidation of all business centers.

    Manufacturing Resource Planning

    PRODUCTION

    Track visibility and traceability on the shop floor and optimize machine productivity and staff allocation. Maximize production while staying on top of the operating costs and considering demand planning, seasonality and lead time.

    Professional Services Automation

    PRODUCTION

    Gain visibility in real-time on your customers and projects, including accuracy on staffing (time tracked vs. payments), allocation of resources and skill sets, project profitability and the proper forecast to staff at the right time.

    Supply Chain Management

    PRODUCTION

    Optimize the layout and productivity of your shop floor and delivery routes for raw and finished goods, taking into consideration the units of measure, bins, purchase patterns, seasonality and other small details. Managing these logistics will keep your production organized and clear.

    Human Capital Management

    RELATIONS

    Simplify the retention of your best talent with a 360-degree experience for your employees. Promote your Employee Value Proposition (EVP), track individual career paths and monitor performance reviews from one centralized system.

    Customer Relationship Management

    RELATIONS

    Enable your sales force to go from reactive to proactive customer relationship management and clear pipeline forecasting. Dashboards and tasks will drive the customer journey so your team can focus on closing the deal.

    Marketing Automation Software

    PROMOTIONS

    Actively promote your brand and upsell products and services to the right person at the right time with the right message.

    Rootstock Implementation, Reimplementation, and Rescue

    Complete the form to download your workbook today.

    Become the master of your organization’s business systems – without a headache.

    Rootstock Implementation, Reimplementation, and Rescue

    Complete the form to download your workbook today.

    Become the master of your organization’s business systems – without a headache.

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