Getting you started

TPI believes in customising a workflow solution to meet our client’s specific needs. We recognise that the first step is understanding your existing workflow(s) and data management system(s) so we can advise what is necessary to best optimise your existing assets and best practices.

The first step will be to arrange a kick-off meeting with key personnel from both of our organisations. The goal of this initial meeting is to identify client expectations, deliverables, and time frames, as well as introduce project team members.

Here are a few key points covered during this kick-off meeting:

Define scope of the project

Identify key personnel

Outline schedule for Discovery Audit

The primary goal of the Discovery Audit is to identify the strengths, challenges and areas for improvement within your organisation. This is a collaborative effort requiring the participation of stakeholders from your organisation — usually senior management and end-users. TPI will come on-site for two days in order to conduct interviews and evaluate your existing technologies so we can accurately identify your specific needs.

Once this process is completed, we will analyse the information in detail and present a comprehensive report — outlining the steps we recommend for you to be prepared for your new workflow solution.

Following the Discovery Audit, we will arrange a follow-up meeting to discuss the final pricing of the total workflow solution. TPI will work with your IT staff to identify the

feasibility of utilising existing equipment and making final recommendations on any new technology that may be needed.

We will then submit a comprehensive quote. Once you sign the quote, it becomes an order, and we will begin the procurement process against that order.

Once the procurement process is well under way and initial delivery dates can be anticipated, TPI will map out an installation schedule per department affected by the new

system.

Here is an overview of the Installation Scheduling process:

Itemise the arrival of technology components

Coordinate installation with local personnel

Identify TPI personnel for the installation

Co-ordinate travel and shipping arrangements

Monitor procurement process

Adjust schedule as needed

Finalise installation dates

Complete installation

At TPI, we believe that when installing any new technology, educating our clients is an important extension of our implementation process. Following the installation and testing of any new solution, TPI technicians will work on-site with groups and individuals to ensure that users of the system, both admin and production, have a thorough understanding of the way that the technology works and how to best use it to streamline workflows and maximize resources.

We are also advocates of manufacturer-based training, and we regularly coordinate such activities with our vendor partners.

To ensure that the client is well informed on the progression of the implementation process, written status reports will be provided to all key personnel at intervals chosen by our client. And since we value long-term relationships, site-visits are included in our ongoing support strategies, ensuring your technology investment remains relevant and profitable.