Making The Switch to FDPro

We know moving to FDPro’s funeral management system is a huge investment – in both time and money. So we try to make this transition as painless as possible by applying our changeover process:

Step 1: Consultation.
Once you’re signed up, we’ll meet with you in person to discuss your specific requirements. Initially, these are big picture things like changing documents to reflect your own business style, setting up quick emails and task workflows.
Step 2: Application Set Up
Each client is set up and we apply the customization identified in the Consultation.
Step 3: Initial Training
We’ll provide training to your team to help them with the handover. This is normally delivered online via Skype or Goto Meetings. Your software will be functioning, but in “test mode” so your team can have a good play and come to grips with the new functionality.
Step 4: Deployment
Depending on your team, you may want to stage the deployment of the software. For example, some clients continue using paper arrangement forms for the first month so they can ease their team into the idea of a paperless office. It’s a big change, so this gives people time to get used to the idea and build trust in the new systems.
Step 5: 1 Month Review
We know there will be some “tweaks” as your team become fully aware of FDPro’s capabilities. We’ll review the workflows and make any minor adjustments requested.
Step 6: 3 Month Review
We’ll meet again to make more adjustments.
Step 7: Annual Review
We meet with you every year to adjust workflows, alter documents and deploy new features.