Go-live
From first call to first live order.
Every Otopack setup is shaped around your process and your systems. This is how we get there, one role at a time.
How it works
Four steps, at your pace.
No new ERP and no migration. Your team checks every result before anything goes live.
- 01
Walk through a real order
We take one real quote, proof or call-off from your week and map how it runs today, in your systems.
- 02
Agree the setup
We agree which roles go first, which records Otopack reads and writes, and who signs off what.
- 03
Connect and test
Otopack connects with read access first and runs your real work in parallel while your team checks each result.
- 04
Switch on one role at a time
Each role goes live when your team is happy with it. Our team looks after the connections from then on.
What we need from you
Four things to get started.
- 01
One person who knows how orders run
Someone who can walk us through a quote, a proof round and a call-off as they happen today.
- 02
Access to your systems
Microsoft Dynamics, CartonCloud or your 3PL, starting with read access only.
- 03
A few recent real orders
Real quotes, proofs and call-offs to test with, so your team judges Otopack on your own work.
- 04
Your approval rules
Who signs off artwork, prices and new suppliers, and what needs a second person.
Your people decide
Otopack does the chasing. Your team makes the calls.
- Prices outside your rulesAny quote below your margin floor or outside your price list goes to your estimator before it is sent.
- Artwork sign-offA named person at the brand approves every version. Your QA or regulatory person still signs off.
- Which supplier gets the POOtopack lines up the replies. Your purchasing team chooses, and approves any new supplier.
Questions
What packaging teams ask us.
How long does it take?
It depends on which roles you start with and how your systems are set up. We agree a plan with you after the first walkthrough.
Do we have to switch everything on at once?
No. You can start with one role and add others when you are ready.
Who looks after it once it is live?
Our team looks after the connections and any changes to your setup.
Does it work the same way for every business?
No. We set it up around your process, your systems and your approval rules. What you see here is a typical setup.
Bring one real order. Watch it run.
Pick a quote, a proof round or a call-off from this week. We will walk it through Otopack on top of your own systems, so you see exactly where the hours go.