Implementing Panatrack - Overview

Implementing Panatrack - Overview

This guide outlines the PanatrackerGP implementation process from planning through go-live.

Planning

Successful implementation starts with thorough planning:

  • Project Setup — Panatrack creates a project and assigns a project lead, importing standard project lists and adding organization-specific steps
  • Kick-Off Meeting — Connects you with the Panatrack implementation team and establishes the timeline based on your go-live date

Setting Your Go-Live Date

Although the system can be installed in a few hours, consider these factors when defining your go-live date:

  • Configuration — PanatrackerGP has hundreds of setting options adjusted during training based on your workflows
  • Training — Panatrack uses a train-the-trainer approach to develop internal champions who support additional training and answer user questions
  • Testing — Use a test company database or test environment for several weeks before go-live to confirm configuration, make adjustments, and verify GP database setup
  • Workflow and GP Setup Changes — Adding PanatrackerGP often prompts process evaluation and enables unused GP features (e.g., enabling multiple-bin functionality requires additional planning time)

System Prerequisites

Confirm these prerequisites before installation:

  • Microsoft Dynamics GP — Installed and configured
  • Microsoft eConnect — Installed and configured on the same server where PanatrackerGP will be installed
  • Functional Currency — Enabled in Dynamics GP setup
  • SMTP — Configured for email alerts
  • Microsoft IIS — Installed and configured
  • .NET Framework — Version 4.5.2 or later (4.7.2 or later if using NiceLabel)
  • Wireless Network — 802.11a/b/g network implemented
  • Mobile Devices — Connected to the wireless network

Hardware Selection and Shipping

Panatrack assists with hardware selection. Early selection allows hardware reservation during shortages. When purchasing through Panatrack, hardware ships 3-5 days before installation to comply with distributor return policies.

Installation

The installation typically takes a few hours and requires coordination with your technical resources:

  1. Server Installation — Complete the server-side installation first
  2. Device Setup — Panatrack guides your technical resources through device installation steps (your team connects devices to the network and completes installation on remaining devices)
  3. Portal Review — Quick portal review with initial configuration adjustments and test transaction to confirm communication and GP compatibility
  4. Email Notification Setup — Configure email alerts
  5. Integration Setup — Run scripts to support extended features
  6. Label Printing Setup — Configure label printing if purchased (often completed separately)

Training

Panatrack uses a train-the-trainer approach with remote or on-site options:

  • Remote Training — Multiple shorter sessions scheduled after installation
  • On-Site Training — Requires 1-2 days and advance scheduling for travel (includes process and workflow review)

Training Topics

  • Portal administrative tools and concepts
  • Profile and user setup
  • Configuration options review
  • Transaction walkthroughs with workflow-based configuration adjustments

Testing and Go-Live

Panatrack recommends at least two weeks of testing to finalize workflow changes and ensure a smooth transition. The training lead(s) typically complete testing before training other users.

Go-Live Coordination

Inform Panatrack of your go-live date to ensure support and implementation team availability. For transitions outside standard business hours or on-site go-live support, contact Panatrack to coordinate.

Post-Go-Live Support

  • Report questions and issues through Panatrack support infrastructure
  • Approximately 30 days after training or go-live, the project coordinator confirms success, answers questions, and closes the project
  • Transition from implementation phase to standard support

Panatrack can be contracted to complete all end-user training if needed.

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