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JONAS CONSTRUCTION SOLUTIONIMPLEMENTATION PLAN

There are many reasons why construction companies invest in new software;

Greater efficiency, better reporting and stronger job costing are just a few

examples. But implementing new software can seriously impact your company.

As a result, making a smart technology choice requires a significant investment

of both time and money.

To ensure that your original objectives are met with success, your implementation

needs to be a well-managed process, with step-by-step guidance at every stage.

At Jonas, we understand that many companies have experienced a less-than-

acceptable software conversion at one time or another. Because of this, we have

developed a detailed and systematic implementation process designed to tackle

each step with precision.

Our three-phase Training and Implementation Plan is outlined on the accompanying

documents and covers everything from the time of purchase to pre-implementation

tasks to training all the way up to your “go-live” date. We also transfer data from

your old system to your Jonas solution and include 24 hour post-implementation

support to make sure everything is running smoothly.

Once your software is up and running, we’ll send you monthly communications

with tips and hints to build on your system knowledge thereby, maximizing your

investment in Jonas Software.

Jonas SoftwareTelephone: 1.888.789.9073 • email: [email protected] • www.jonasconstruction.com

TRAINING AND IMPLEMENTATION PLAN

SALES HAND-OFF MEETING

Budget: 2 hours (non billable)During the sales process the Jonas Sales Representatives and Sales Engineers learn a greatdeal about your business processes. The purpose of the hand-off meeting is to pass thiswealth of information to the Services team while introducing the trainer and the Jonastraining process to the client:

Key Tasks:+ Discuss Training Process and review the Sample Training Calendar+ Discuss Quick Install and Upload Templates+ Discuss process for Custom Requirements, if applicable+ Assign Trainer

PHASE I: PRE-IMPLEMENTATION

Budget: 35hours @ $175/hourJonas Software is very flexible. Before we begin to work with the end users we want toensure that we configure the system to best meet the unique needs of your business.During the Pre-Implementation Phase the Jonas Service group will work with key usersto install and configure the system, upload data, and confirm the training plan.

Key Tasks:+ Confirm Training Calendar+ Set Milestones+ Discuss Clients Business Processes+ Review Quick Install and Upload Templates (Data Conversion)+ Spec out any Custom Requirements/Create Scope of Works Document+ Schedule Delivery Date for Custom Requirements if applicable

PHASE II: INSTALLATION/TRAINING

Budget: 45 hours @ $175/hourOnce the system has been configured we are then ready to train your end users buildingup to a full switch over on the Go Live date.

Key Tasks+ Follow Training Calendar and Project Plan to train staff+ Utilize the Summary Training Guide+ Stay on Track+ Trainer on site for Go Live

PHASE III: POST IMPLEMENTATION/PRE SUPPORT

Budget: 5 hours @ $175/hourThe Jonas trainer will be on site during the Go Live process to assist with final check andprocessing over the first few days while your team builds up confidence with the system.Following Go Live, the Services Team will hand you off to our support group as you makethe transition from learning to using the system

Key Tasks+ Go Live Support+ General Project Review+ Notify Support of any Custom Programming, or Set-Ups+ Hand-off to Support (Non-Billable – not included in above budget)


Templates to bein to Jonas

SAMPLE TRAINING CALENDAR

JANUARY 2008


1 2 3 4 5

8 9 10 11 12

15 16 17 18 19

22 23 24 25 26

29

7

14

21

28

6

13

20

27 30 31

Begin BusinessProcess Reviewwith Client

Quik Install tobe in to Jonas

Test Co. to be Created

Send Test Co.over to Client’s Site

Review QuickInstall andTemplates

+ System Administration+ General Ledger

+ Purchase Ledger+ Accounts Receivables

+ Job Costing+ Purchase Orders

+ Work Order+ Dispatch Board

FEBRUARY 2008

1 2

5 6 7 8 9

12 13 14 15 16

19 20 21 22

29

23

26

4

11

18

25

3

10

17

24 27 28

+ Change Order Management

+ Sub Contract

+ Job Cost T&M+ Inventory

+ Procurement+ TakeOff

+ Canadian Payroll+ Flat Rate

+ Create Live Company

APRIL 1Go Live AM/PM

ReviewInstallation

Hand Off to Support

+ Master Gen. Reporting+ Exec. Dashboard Review

+ Service Contract+ Master Gen. Reporting

MARCH 2008

1

4 5 6 7 8

11 12 13 14 15

18 19 20 21

28

22

2925

3

10

17

24

2

9

16

23 26 27

31 1 2 3 430

PRE-IMPLEMENTATION

PRE-IMPLEMENTATION

INSTALLATION/TRAINING

PRE-IMPLEMENTATION

INSTALLATION/TRAINING

POST IMPLEMENTATION/PRE-SUPPORT

SUNDAY MONDAY TUESDAY WEDNESDAY THURSDAY FRIDAY SATURDAY



SAMPLE GANTT CHART


Project Manager

Trainer

Bernie Powers

ID NAME APRIL MAY JUNE JULY AUGUST SEPTEMBER OCTOBER1. Project Management11347

2. Handoff Meeting11338

3. Quick Install11338

4. Initial Jonas Information11339

5. System Administration Trainer11339

6. Administration Trainer 0%11339

7. General Ledger Trainer11339

8. Accounts Receivable11339

9. Accounts Payable

Trainer

11339

10. Inventory11339

11. Purchase Order11339

12. Job Costing11339

13. Job Costing - Progress Billing11339

14. Change Order Management11340

15. Subcontract11340

16. Job Costing Automatic Time & Material11340

17. Job Costing Manual Time & Material11340

18. Mid Way Review11340

19. Canadian Payroll11340

20. Equipment Management11340

21. Executive Dashboard11340

22. Master Generator11340

23. Job Costing Takeoff11340

24. Job Costing Scheduling11341

25. Job Cost Template Uploads11341

26. Create Real Company11341

27. Opening Balances11341

28. Design Financial Statements11341

29. Silent Partner11341

30. Budgeting11341

31. Job Costing Construction11341

32. Billable Travel Time (Per Hour)11341

33. Non - Billable Travel Time11341

34. Job Costing Report Generator11342

35. Flash Reporting11342

36. Final Review11342

37. Client Survey11342

38. Hand Off to Support11342

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Bernie Powers 0%

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100%

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Bernie Powers 0%

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100%

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PROJECT: Jonas Implementation

PLANNED START: 4/23/08 PROJECTED START: 4/23/08

PLANNED COMPLETION: 10/7/08 PROJECTED COMPLETION: 10/9/08

PRINTED ON: 6/11/08

Your Company Name Here555 Street, City, Province/State Postal Code/ZipTelephone: 123.456.7890 • Fax: 098.765.4321www.companyx.com

CRITICAL PATH PREDECESSOR

PLANNED

MILESTONE

IN PROGRESS

COMPLETE

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