Welcome and First Steps

Welcome to CIMcloud!

We appreciate your business, and are excited to support you as you implement the CIMcloud platform.

Below are the 2 critical steps you can take now to get your CIMcloud implementation project set up for success.

Step 1: Assemble Your Core Team:

Your core implementation team is the foundation for your success.  The Program Manager is responsible for setting up the core team.

Goal = complete these 2 tasks within 3 days of placing your order.

Step 2: Complete Your Deployment Prerequisites:

CIMcloud will handle the CIMcloud platform and ERP sync tool deployment, but we need a couple things from your team to allow us to install the sync tool and get data moving between your Sage ERP / Accounting system and your new CIMcloud platform.

Goal = complete these 2 steps within 1 week of placing your order.

Video Overview

The Big Picture

We have created an outline, and supporting materials, for a typical CIMcloud Implementation Process.  This is the “big picture” of the steps you need to take to go from ordering CIMcloud to going live.  You can use it as a step-by-step guide.

  • You are starting Stage 1 (Getting Connected) now!
  • The first 2 steps in Stage 1 are listed above.
  • There are 3 more steps in Stage 1.
  • There are 3 Stages overall.

Need Help?

If you need help, this article explains the ways CIMcloud can help you achieve success on your project.


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