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Implementation Agreement

Last updated: September 30, 2026

Thank you for selecting DockMaster Software as your marina management system!

At DockMaster, we know that a successful implementation is the key component to a win-win relationship. Please understand that the Implementation process is a team effort. Training, data collection, and feedback are all important parts of the process. Many of these items are time-sensitive, and any delays in data collection and training attendance could delay the Go Live Process. We encourage you to ask questions and provide feedback to your Professional Services Specialist.

This document summarizes the Implementation journey from today's Kick-off through your Go Live, and beyond!

Project Overview

Pre-Implementation Visit

  • Complete PIV worksheet of account configuration questions with your PS Specialist
  • Meet with key team members
  • DockMaster System Overview training

Data Collection & Layout Creation

This phase is a parallel process that runs from the PIV through the Virtual Training phase.

  • Provide printed or electronic forms currently used in workflows that need to be replicated or replaced in DockMaster. Can provide hard copies during PIV or electronic copies.
  • Extract data files from current software/programs and submit using provided templates

Virtual Training

  • Attend core system and process trainings
  • Arrange additional training with staff as needed
  • Review knowledgebase, documentation, and Webinar resources for self-guided learning
  • Schedule End of Month accounting and financial reporting training the last week/first week of the month following Go Live

Go Live

  • Finalize printed documents using on-site printers
  • Upload A/R balances, inventory counts, and G/L trial balance
  • Attend additional in-person trainings as needed
  • Configure and test Point of Sale system, if applicable

Guided Success – 45 Days Post Go-Live

  • Introduce Customer Success Manager at or following Go Live for any billing account changes or additional services needed
  • Receive dedicated attention from PS Specialist for follow up questions and trainings
  • Finalize documents, reports, and other outstanding items
  • At the end of Guided Success stage, introduce Customer Operations Manager and review Support ticket process for any further inquiries

Training Data Account

You will be given a "training" data account with test data for use by your staff to test the software functionality and learn how to perform basic operations. We encourage your team to explore the software, test, and practice. DockMaster login to train account:

  • Clerk ID: test1
  • Password: test

Important Information

During the implementation process, your Professional Services Specialist and other DockMaster team members will be working with your team through a series of phone calls and Teams meetings. There are a few things to remember that will make this implementation a successful one.

  • Appoint a dedicated implementation manager from your company. The implementation manager should be available to work side-by-side with our Professional Services and Support teams to complete tasks thoroughly and on-time. They should have the authority to delegate tasks to other members of your team.
  • It is important to involve all departments and relevant personnel with decisions regarding your new software INCLUDING functional/daily users, executives relying upon reports, IT staff supporting the software, etc. From the look and feel of invoices to the content of daily sales reports, all feedback provided at the beginning of the process will help avoid excess time and cost on the back end.
  • When the online training portion of implementation begins, it is essential that all employees attend their relevant modules. All attendees should be given a distraction-free environment and are encouraged to participate and ask questions. This may require scheduling employees to be in attendance in a conference room or office environment.
  • For tasks to be completed on time, both the DockMaster team and your implementation manager will need to be in constant communication. If deadlines need to be adjusted, please let our team know as soon as possible. Documents must be provided in a timely manner to allow the DockMaster team time to convert and upload data. Any delays may result in an adjusted Go Live date.
  • Your PS Specialist will be booking travel arrangements 2-3 weeks in advance of travel, so once a timeline has been established it will be important to stick to the assignment dates to avoid any additional costs with rescheduling logistics. Any changes to the Go Live logistics that result in price changes will be billed to the customer.