Chapter One describes OneWorld in the context of business software and introduces several key concepts for business managers considering OneWorld for their organization. The contents include

• OneWorld Overview
• OneWorld Suite vs Best of Breeds
• Software as a Service
• Configuration, Customization and Integration
• Security
• Total Cost of Ownership

In Chapter 2 we start to explain and configure the system's base setups, allowing the Administrator to confidently begin the configuration of your OneWorld account.

• Navigation Primer
• Security - Centers and Roles
• Enable Features and Accounting Preferences
• Overview of CRM and ERP
• Chart of Accounts and Item Catalog
• Accounting, CRM and Employee Lists

Chapter 3 takes a short step back to examine the OneWorld implementation project and what you need to know and plan for success. The discussion includes:

• Resource Planning
• Agile Implementation vs the waterfall
• Documentation Tools
• The OneWorld Implementation Project Plan

In Chapter 4 we tackle some of the major setups required in a OneWorld implementation and lay the groundwork for the rest of the project. Content includes:

• Chart of Accounts and Item Catalog
• Departments, Classes and Locations
• Naming and Numbering
• Advanced Taxes
• Complete the Accounting Preferences

Chapter 5 starts the deep dive into the implementation of CRM modules for marketing, sales and service. We explain the functionality in detail and add discuss implementation options. Content includes:

• Implementing Marketing
• Online Forms and Email Templates
• Implementing Sales Forms
• Commissions
• Implementing Customer Service

Chapter 6 gets started on the ERP modules. To fulfill or deliver on a customer order we explain the following functions:

• Fulfilling Product Orders
• Managing Inventory
• Assembly, Kitting and Grouping
• Selling and Billing Services
• Recognizing Revenue
• E-commerce

In Chapter 7 we move on to look at implementing the financial management modules in OneWorld, including the following:

• Accounts Payable
• Accounts Receivable
• Cash Management
• Financial Reporting
• Month End Close

Chapter 8 start to wrap up the first OneWorld prototype. You are now ready to start working on the following to round out your OneWorld account:

• Custom Fields and Records
• Custom Forms
• Custom Roles and Centers
• Custom Workflows

After completing and testing your first prototype you can start looking at data migration while you build out the second prototype. We cover the following topics here:

• Data Migration in the Project Plan
• Data Scrubbing
• Data Migration Tools
• Internal and External IDs
• Importing Transaction Records

In the first 9 Chapters we covered data input, but one of the final main steps in the implementation is the analysis of data output. We cover the following content:

• Lists, Views and Searches
• Customizing Standard Reports
• Custom Financial Reports
• KPIs and KPI Scorecards
• Dashboard Management

Chapter 11 takes the final step toward go-live by introducing several topics in the area of advanced customization, including the following:

• Client and Server Side Scripting
• Advanced Workflow
• Web Services
• Managing Advanced Customization

The Appendix covers several topics germane to implementation, including the following:

• Implementation Tools
• More on the Agile Method
• Training
• Next Steps