Our Implementation Process

Proven Success

One of Integra’s long-established principles is that implementation is just as important as good software. For over 20 years, Integra has been successfully implementing enterprise-wide software with clients of all different skill levels and capabilities. Many of these systems never existed anywhere else in the world. Let us use our experience to help make the implementation process a smooth, ever improving, transition for your business.

What Does the Software Implementation Process Involve?

Making the switch to a new business management software platform is a very important undertaking. Implementing in an excellent way will pave a smooth road of success for your business for years to come.

Our team of professionals will guide you through this process. You can use our decades of implementation success and experience to your advantage to tailor BOSS® specifically for your business.

Data Migration

On top of integrating your new business software into your existing operations, you also need to migrate all critical data from past systems into your new solution. The Integra Group also handles data migration, including helping you identify what data is worth migrating, what isn’t, and the best way to archive or integrate past systems.

BOSS® University Training and Certifications

We understand for you to leverage the power of BOSS® to drive the maximum benefits for your business, your team must know the features available to them. So, Integra has developed a depth of training offerings to allow your team can learn the benefits BOSS® has available in ways that fit your busy schedule. We offer self-guided video training, regular webinar “Deep dive” sessions, client group “Elevation Workshops,” regularly scheduled instructor led trainings, and Personally customized in-person training sessions.

The Eight Levels of Our Integration Process

When you partner with The Integra Group, we take the time to understand your business processes and align a fully integrated software solution with your team’s workflows. To accomplish that, we leverage our software solution to integrate every level of your operations, including:

1. CRM

Our customer relationship management (CRM) solution provides a daily touchpoint for what your organization revolves around—the customer experience. From lead capture to customer roadmapping, our software empowers you to prioritize customer engagement, so you can’t help but build partnerships that drive growth.

2. Bidding and Contracts

When you have 20+ years in the industry, it’s easy to estimate or bid on a job because you’ve already seen it all, but as your team of estimators grows, not everyone brings that same level of expertise to the table. When that happens, you end up with inconsistent estimates, project overruns, and double data entry.

BOSS® consolidates the bidding and estimating process into a process using performance metrics that delivers consistent results from your entire sales staff. You no longer need to find estimators with 10 or 20 years of experience. BOSS® also gives you the control to change all future estimates based on analysis of historical performance without the need to re-train your staff.

3. Forecasting and Scheduling

With BOSS®, scheduling is a natural next step of closing contracts because the labor needs are established. BOSS® provides a comprehensive, easy to use, drag-and-drop screen for scheduling your work crews.

The BOSS® Forecasting capability allows you to have a clear view of your anticipated labor needs calculated months in advance. This allows you to tightly manage your labor needs to the services you need to deliver. This has created so much in labor savings for some of our clients that it has turned BOSS® into a money-maker for them by virtually eliminating any wasted labor costs.

4. Purchase Orders

BOSS® allows you to manage labor and material expenses directly to each job. This is one of the keys to your business transformation because it accurately tracks job performance and puts that information at your fingertips. In our experience, this something most businesses simply cannot do.

5. Mobility

We build all of our software solutions with mobile-first capabilities in mind. All of our focus industries require that workers have the ability to work away from their desk as effectively as they do in the office. Employees have the tools to enter data into the system from the job site, while managers can access that data from anywhere with a network connection.

6. Billing

BOSS® really simplifies billing because it is all automatically driven off the combination of the built-in contacts, and the service activities. This results in billing activities that once took days being accomplished in seconds.

The combination of the reduced processing time, and industry specific invoicing that requires fewer client questions results in speeding up your overall receivable collections.

7. Business Analytics

What good is a stockpile of business data if you can’t translate that data into smarter business decisions? Because The Integra Group consolidates all business systems into one seamless platform, you can run advanced reports that pull data from every level of your organization. The result is business transformation!

8. Accounting Integration

We let you choose the accounting system of your choice. BOSS® provides an integration with your accounting system that updates in real time. So, no duplicate information entry is necessary, and all departments stay on the same page.

What Is an Evergreen Business?

The Integra Group has been around for more than 20 years, and we plan to be around for 100 more, making us the last business improvement software partner you’ll ever need.

Why We’re Evergreen

What Other Problems Can Our Software Solve?

Did we miss any aspect of your business operations? No problem. With roots in custom software development, The Integra Group specializes in solving complex business problems with user-friendly software tools. Let us know what you need help with, and if we don’t already have a solution, we’ll build one.

Industry-Focused Solutions vs. Custom Development

The Integra Group offers custom software development alongside industry-focused software solutions. Which one is right for your organization?

Find Out

The Integra Group

Business Improvement Software Integrated With the Integrity of a Business Partner