The process for GreeneStep Installation, Hosting, Backups and IT Services involves several stages to ensure smooth setup, reliable hosting and ongoing support for users of the GreeneStep system. Below is a detailed outline of each process:

1. GreeneStep Installation Process

     a. Pre-Installation Planning

  • Requirement Gathering: Understand the business needs, modules, and features required.
  • System Compatibility Check: Ensure the system meets the necessary hardware and software requirements (e.g., Windows server, specific databases, etc.).
  • License Procurement: Obtain the appropriate licenses for GreeneStep ERP based on the number of users and required modules.

     b. Installation Process

  • Environment Setup: Prepare the server or cloud environment (e.g., AWS, Azure, or on-premise) for installation.
  • Database Setup: Install and configure the database (e.g., MS SQL Server).
  • GreeneStep ERP Installation: Deploy the GreeneStep software on the server, configure the necessary services and install any required plugins or custom modules.
  • Initial Configuration: Set up business-specific configurations, users, roles and permissions.
  • Integration with Other Systems: Integrate with third-party applications (e.g., E-Commerce, B2B and Third Party API’s) if necessary.

     c. Testing and Validation

  • Functional Testing: Verify that all installed modules are working as expected.
  • User Acceptance Testing (UAT): Ensure the system meets end-user requirements.
  • Training: Provide user training to ensure they understand how to use GreeneStep effectively

     d. Go-Live

  • Data Migration: Transfer data from legacy systems to the new ERP system.
  • Final Review: Check for issues or bugs that need to be resolved before going live.
  • Launch: Officially roll out the system for use across the business.

 

2. Hosting Options

     a. GDC- Hosting

  • Server Setup: Dedicated server located at the business site.
  • Maintenance: Internal IT team handles hardware, software updates and security.
  • Backup Plans: Local or remote backups managed by the internal team.

     b. Cloud Hosting

  • Cloud Providers: Use cloud platforms like AWS, Microsoft Azure or Google Cloud to host the ERP system.
  • Advantages: Scalable resources, automatic updates and global access.
  • Data Security: Managed by the cloud provider with options for encryption and multi-factor authentication (MFA).
  • Disaster Recovery: Cloud providers typically offer disaster recovery options to ensure business continuity.

    c. Hybrid Hosting

  • Combination of On-Premise and Cloud: Some business-critical functions may remain On Premise while other services are cloud-hosted.

 

3. Backup and Disaster Recovery

     a. Regular Backups

  • Schedule Backups: Daily, weekly or monthly backups depending on business requirements.
  • Backup Types: Full, incremental or differential backups based on the volume of data.
  • Backup Storage: On-site, off-site or cloud storage options.

     b. Automated Backup Solutions

  • Automation: Set up automatic backup processes to minimize manual intervention.
  • Version Control: Maintain multiple backup versions for easy restoration in case of issues.

     c. Backup Monitoring

  • Alert System: Regularly monitor backups and receive alerts in case of failure.
  • Periodic Tests: Perform regular disaster recovery tests to ensure backup viability.
     d. Disaster Recovery Plans

  • Recovery Time Objective (RTO): Define how quickly services need to be restored after a disaster.
  • Recovery Point Objective (RPO): Determine how much data loss is acceptable (e.g., last backup point).
  • Failover Strategy: Establish a secondary environment that can take over in case of failure (e.g., cloud failover).

 

4. IT Services and Ongoing Support

     a. System Monitoring

  • Performance Monitoring: Regular monitoring of system resources like CPU, RAM, and storage.
  • Alerting: Set up alerts for unusual activity or performance degradation.

     b. Maintenance Services

  • Software Updates: Ensure the ERP software is regularly updated for security patches and new features.
  • Hardware Maintenance: For on premise solutions, handle hardware upgrades and maintenance.

     c. Security Services

  • Firewall Setup: Ensure proper firewalls are in place to block unauthorized access.
  • Antivirus/Anti-Malware: Install and regularly update security software.
  • User Authentication: Implement strong password policies, multi-factor authentication (MFA) and access control lists (ACL).
  • PCI DSS Scanning: Conduct regular PCI DSS scans to ensure compliance with security standards for handling credit card data.
  • Vulnerability Assessments: Identify and fix vulnerabilities to maintain a secure IT environment.

     d. Helpdesk Support

  • Troubleshooting: Provide a helpdesk to resolve user issues with the system.
  • User Training: Offer additional training as new features or updates are introduced.
  • SLA-Based Support: Define Service Level Agreements (SLAs) for issue resolution times.

     e. System Customization and Development

  • Custom Modules: Develop or adjust modules as per changing business needs.
  • Third-Party Integrations: Provide integration services with new business systems.
  • Data Analytics: Offer support in building custom dashboards or reports.