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Implementation

Our implementation process has been refined over many years as a result of experiences with over 1500 users. The result is a methodology that minimizes frustration and ensures a smooth conversion to IQ reseller. We emphasize user training to enablecustomers to become productive quickly. Training resources include documentation, videos, live consultations and one-to-one web conferences.

Delivery Methods

IQ reseller offers both web-based and on-premises delivery methods. Web-Based delivery Perfect for companies that:
  • Don’t want to purchase and maintain hardware and software.
  • Have widely-distributed operations.
  • Need to be up and running in 30 minutes.
  • Want to establish new offices quickly.
  • Want to avoid up-front capital investments.
  • Have little or no IT staff.
On-premises Perfect for companies that:
  • Have all operations in one locale.
  • Have unreliable network connectivity.
  • Prefer to use their in-house IT staff.

Integration to Accounting Systems

IQ reseller makes it easy to integrate Intuit QuickBooks or any other accounting system. Integration with QuickBooks
  • Connect via Intuit IPP web services API.
  • Easy setup: Customer enters authentication parameters to enable QuickBooks integration in real time.
  • Can connect to on-premises or cloud-based QuickBooks from web-based or on-premises IQ reseller.
Integration to Other Accounting Systems
  • Connect via IQ reseller API.
  • Customer does the integration; or integration services from IQ reseller are available.
  • Same IQ reseller API for both web-based and on-premisesdelivery.

Implementation Process

IQ reseller follows a time-tested implementation process to ensure a smooth transition:

1. Customer signs agreement.

2. IQ reseller enables web-based software or installs on-premises software.

3. Execute the 12-point IQ reseller Implementation Roadmap[hyperlink].

4. Consult on critical processes.

5. Establish roles.

6. Complete role-based training.In the beginning, more intensive help is needed and we provide immediate assistance with real-time answers. This allows you to focus on your operations. You may access help in any of these ways:

  • Onsite or remote training
  • Self-service portal
  • Live chat
  • Phone
  • Email

7. Conduct go-live review.

8. Go live.In first week we’re available immediatelywith all forms of support.  During the first 30 days, support requests from customers are prioritized ahead of others.

  • Self-service portal
  • Live chat
  • Phone
  • Email

After the first 30 days, questions tend to be less time-critical; so we respond to them within one hour (but sometimes within a few minutes).

  • Self-service portal
  • Phone
  • Email