Our proven path to a fast and effective WrightTools implementation consists of a mix of the following workshops and consulting services.

This two-day workshop is required to learn the basics of SMARTQUOTE, PRICEMASTER, and DATATRANSFER. It covers quoting screens, fields, menus, buttons, drop-downs and sample reports. Attendees will practice adding and editing accounts and quotes, then converting quotes to orders. They will build a sample PRICEMASTER pricebook and compare with other pricing methods available. They will review the database structure, set up the DataTransfer utility, perform sample transfers and receive an overview of installation, data imports, maintenance and other system administration tasks.

This workshop is recommended for representatives from Information Systems and Sales or Customer Service.

Prior to attending the workshop, the instructor will conference with the attendees to discuss current and desired quoting methodology, pricing and account maintenance procedures. This call will determine the course focus and what type of information to bring for hands-on practice with real data. Attendees should have participated in the sales demonstration or be familiar with the primary implementation objectives and have reviewed the WRIGHTTOOLS Demo CD.

This three-day workshop is required to learn the basics of CONFIGURATOR+. It covers the use of objects, line level and order level configurations, rule writing, configured pricing, menus and navigation. Attendees will also learn techniques to handle various business situations, such as grouping and multiple-choice options. The course begins with a case study and moves to a custom application with real data. Implementation start up and ongoing maintenance issues can be included as desired so that this course will help in a fast track situation.

This workshop is recommended for representatives from Engineering, Manufacturing and Sales or Customer Service.

Prior to attending the workshop, the instructor will conference with the attendees to discuss the current and desired custom products order process. This call will determine the course focus and what type of information to bring for the custom application. Typically, this consists of product catalogs with options and pricing, sample quotes, sales orders, bills of materials, shop routings, shop instructions, conversion formulas and lookup tables. Attendees should have participated in the sales demonstration or be familiar with the primary implementation objectives and have reviewed the WrightTools Demo CD.

We recommend that new customers purchase a minimum of two days of implementation consulting. We can be of assistance in the installation of WRIGHTTOOLS on the network, data imports to initialize the SMARTQUOTE database, setting up SMARTQUOTE, PRICEMASTER pricebooks, CONFIGURATOR+ file design, custom report writing and cutover support to speed your implementation process. In addition, if you own other WRIGHTTOOLS modules, like EASYESTIMATE, STOREFRONT, SALESVIEW Suite or WORDCONNECT, we further recommend that you add appropriate onsite assistance.