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Partner Implementation Specialist

Deliver a clean, phased AWRA rollout for your clients — scope, configure, migrate, and hand over with confidence.

4 lessons 40 min 5-question assessment 80% to pass

What you’ll learn

  • Scope an implementation against a client’s real operations
  • Run a phased rollout that contains risk
  • Lead data migration and configuration for a client
  • Hand over to a self-sufficient client team

Course content

4 lessons · 40 min of reading
01
Lesson 1 of 4 Reading 9 min

Scoping the engagement

A successful implementation starts before any configuration — with scoping. As the specialist, you map the client’s real operations (what they sell, how they buy, where stock lives, who approves what) to AWRA’s capabilities, and agree what "done" looks like.

Good scoping prevents the two classic failures: building the wrong thing, and endless scope creep. A written scope tied to the client’s actual workflows is your contract with reality.

In practice, capture scope as a short document the client signs off: the modules in play, the locations and roles to configure, the data to migrate, the integrations required, and an explicit list of out-of-scope items. Walk the client’s current process end to end — follow one real purchase order and one real sale from start to finish — and you will surface the edge cases (consignment stock, multi-currency, approval exceptions) that quietly derail unscoped projects.

Key takeaways

  • Implementation starts with scoping, not configuration.
  • Map the client’s real operations to AWRA capabilities.
  • A written, signed-off scope prevents wrong builds and scope creep.
  • Walk one real PO and one real sale end to end to surface edge cases.
02
Lesson 2 of 4 Reading 9 min

Planning a phased rollout

Apply phased-rollout discipline on the client’s behalf: sequence go-live by branch, module, or team so risk stays contained and early wins build confidence. You own the plan, the milestones, and the fallback if a phase stumbles.

The phased plan is also how you manage the client relationship. Visible milestones turn a scary "big system change" into a series of small, achievable steps the client can see progressing.

A typical phasing for a multi-branch retailer is: pilot one branch on inventory and POS, prove the daily close reconciles, then roll the same playbook to the remaining branches before layering on procurement and approvals. Give each phase an entry checklist (data loaded, users trained, devices linked) and an exit checklist (transactions flowing, reports reconciling) so that "go-live" becomes a decision you make against criteria, not a hope.

Key takeaways

  • Sequence go-live by branch, module, or team to contain risk.
  • Own the plan, milestones, and fallback for each phase.
  • Visible milestones keep the client confident and engaged.
  • Give each phase entry and exit checklists so go-live is a decision.
03
Lesson 3 of 4 Practice 11 min

Migration and configuration

You lead the hands-on work: configuring the workspace to the agreed scope and migrating the client’s data cleanly. The same disciplines apply — set foundations first, clean data before import, and validate against the old system before go-live.

As the specialist you are the quality gate. The client trusts that what goes live is configured correctly and that the migrated numbers reconcile, because you checked.

Configure against the scope, not against every toggle available: set up only the warehouses, roles, approval rules, and price lists the client actually agreed to — extra configuration is extra to maintain and explain. For migration, run at least one trial import into a sandbox, reconcile it, fix the source data, and only then load production. A dry run almost always exposes a date format, a duplicate record, or an opening balance that does not tie out — far cheaper to find then than the week after go-live.

Key takeaways

  • Configure to the agreed scope; migrate data cleanly.
  • Apply setup and migration disciplines on the client’s behalf.
  • You are the quality gate before go-live.
  • Do a trial import into a sandbox and reconcile it before loading production.
04
Lesson 4 of 4 Reading 9 min

Handover and enablement

Your goal is a self-sufficient client, not a dependent one. Handover means training the client’s team on their real workflows, pointing them to the AWRA Academy and Help Center, and agreeing how ongoing support works.

A clean handover protects your reputation and your time. A client who knows how to operate and where to get help becomes a reference and a renewal, not a stream of avoidable tickets.

Leave the client with three concrete things: a short runbook of their configured workflows, a named set of AWRA Academy courses for each role (with the certificates as proof of readiness), and a clear escalation path for issues beyond their team. Then schedule a check-in a couple of weeks after go-live — the questions that surface once real volume hits are exactly where you cement the relationship and spot the upsell.

Key takeaways

  • Aim for a self-sufficient client, not a dependent one.
  • Train on real workflows; point to the Academy and Help Center.
  • A clean handover drives references and renewals.
  • Leave a runbook, role-based Academy courses, and an escalation path.

Finished the material?

Take the 5-question assessment and earn your certificate — 80% to pass.

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