Rollout Packages by Business Type
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No two metals businesses are identical. But the path from first login to measurable value tends to follow one of five well-worn routes, depending on your system setup, how you work, and what you’re trying to fix first.
These packages give you a clear, fixed-timeline plan with milestones and Key Performance Indicators (KPIs) you can track from day one — whether you’re running the rollout yourself or working with a GoSmarter partner.
Working with a partner?
Which package is right for you?
Match yourself to a package based on three things:
- Your current system — Enterprise Resource Planning (ERP) platform, spreadsheets, or a mix of both
- How your business runs — single-site fabricator, service centre, stockholder, or multi-site group
- Your product mix — rebar-heavy, plate-heavy, mixed processing, or stock-and-ship
If you fit more than one package, start with the one closest to your biggest current bottleneck. Add the next package as your next phase once you’re live and stable.
Package 1: Service Centre Epicor Sprint
This package is for you if:
- You run a mid-size steel service centre
- Epicor is your main system
- You deal with high order churn and constant replanning
What you will achieve in 30 days:
| Phase | Target window | How you know you are done |
|---|---|---|
| Discovery and data map | Days 1–5 | Your order, stock, and certificate fields are mapped and agreed |
| Core setup and pilot | Days 6–15 | One planner is running their daily workflow live in GoSmarter |
| Parallel run and tuning | Days 16–25 | Your operations lead has approved the gap between old and new plans |
| Cut-over and go-live | Days 26–30 | GoSmarter is your primary planning workflow |
Targets to hold yourself to:
- 30% reduction in planning cycle time by day 30
- 70%+ AI plan acceptance by day 30
- 20% reduction in urgent manual replans by day 45
Package 2: Fabricator Infor or Katana Fast-Track
This package is for you if:
- You run a fabrication business on Infor or Katana
- Your production planners still rely on side spreadsheets
- You regularly hit bottlenecks between sales orders and floor scheduling
What you will achieve in 35 days:
| Phase | Target window | How you know you are done |
|---|---|---|
| Process walk-through | Days 1–4 | Your current-state workflow is documented and signed off |
| Template-led configuration | Days 5–12 | Your shop defaults and planning rules are configured |
| Live pilot shift | Days 13–21 | At least one shift is running on GoSmarter plans |
| Team rollout | Days 22–35 | All shift planners are trained and active |
Targets to hold yourself to:
- 25% reduction in schedule adjustments caused by missing data
- 15% reduction in avoidable scrap in your pilot line
- 80% of active jobs planned inside GoSmarter by day 35
Package 3: Family-Owned Stockholder Excel Exit
This package is for you if:
- You run a family-owned stockholder business
- Your core process still runs on spreadsheet and email handoffs
- You do not have a large internal technical team
What you will achieve in 30 days:
| Phase | Target window | How you know you are done |
|---|---|---|
| Spreadsheet audit | Days 1–3 | Your key sheets are catalogued and risk-ranked |
| Data clean-up sprint | Days 4–10 | Your stock and order imports pass validation |
| Controlled parallel run | Days 11–24 | Your spreadsheet is reference-only — no new data going in |
| Spreadsheet retirement | Days 25–30 | Spreadsheet updates stopped and the file is archived |
Targets to hold yourself to:
- 90% reduction in duplicate manual data entry by day 30
- Certificate retrieval time under two minutes by day 30
- Zero active shadow spreadsheets by day 45
Package 4: Rebar Optimiser Production Ramp
This package is for you if:
- Your operation is rebar-focused
- Your core problem is cutting yield, not just administration
- Your team needs fast confidence in the optimisation output before they will trust it
What you will achieve in 30 days:
| Phase | Target window | How you know you are done |
|---|---|---|
| Pattern baseline capture | Days 1–4 | Your baseline yield and scrap data is locked |
| Optimiser configuration | Days 5–11 | Your product rules and constraints are validated |
| Shift-level trial | Days 12–20 | Your trial shift has reached a stable run cadence |
| Full-line go-live | Days 21–30 | Daily rebar plans are generated in GoSmarter |
Targets to hold yourself to:
- 10–15% scrap reduction by day 30
- 30% faster plan generation by day 21
- 80%+ planner trust score in your week-four review
Package 5: Multi-Site Phased Rollout
This package is for you if:
- You operate multiple plants with mixed systems
- You need one consistent playbook with site-by-site sequencing
- You need central reporting across local workflows
What you will achieve in 90 days:
| Phase | Target window | How you know you are done |
|---|---|---|
| Group blueprint | Days 1–10 | Your common data standard and decision rules are agreed |
| Site one pilot | Days 11–30 | Your first site meets its KPI baseline targets |
| Site two and three replication | Days 31–70 | Later sites are live using the same package with only local adjustments |
| Group operating rhythm | Days 71–90 | Your monthly cross-site KPI review is running |
Targets to hold yourself to:
- Each replication site live in less than 50% of your pilot lead time
- A consistent reporting pack across all live sites
- Measurable reduction in planning-quality variance between sites
Weekly rhythm — the same for every package
Whichever package you are on, keep the same weekly review cadence:
- Monday checkpoint: where are you against the milestone? What is blocked?
- Midweek configuration review: is your data accurate? Are people actually using the system?
- Friday outcomes review: KPI trend, risks, and next-week actions agreed before the meeting closes
Use the Implementation Toolkit for the discovery checklist, configuration template, and Return on Investment (ROI) calculator that go with your package.
Not sure which package fits?