Step 2: Map your business
Why mapping VOGSY to your business
Having a clear understanding of which goals to reach by implementing a tool such as VOGSY is crucial for overall success.
You need to map VOGSY features to business processes to reach those goals.
How to map VOGSY
Mapping VOGSY is done in 3 steps:
Follow the Setup Assistant. The Setup Assistant provides an easy-to-follow guide through all possible VOGSY settings, options, and configurations.
When ready with the configuration, the next step is to create representative business data, like customers, opportunities, and projects.
With these data, you can simulate and try out every relevant business process to assess the correct outcomes.
Ensure that VOGSY's information from these business processes gives you actionable insights. Can you act upon the data?
Cleaning up
If your trial environment of VOGSY gets clogged with test data, you can always perform a reset. This will wipe clean your test data while keeping your settings and configurations. The reset function is available in the Back office.
Ready for the next step
After verifying that all critical processes are configured and working correctly. After making sure that VOGSY produces the necessary actionable insights, it's time to go to the next step: Populate VOGSY.