Product
Steelhead Deployment Process Overview
Identity & metadata
Video title
Steelhead Deployment Process Overview
Customer name
Steelhead Technologies
Title & company
Chet Halonen, Steelhead Technologies
David Raisanen, Steelhead Technologies
Isabel Marker, Steelhead Technologies
Wesley Johnson, Steelhead Technologies
Holly Stover, Steelhead Technologies
Emily Vitale, Steelhead Technologies
Demir Tagani, Steelhead Technologies
Calvin Kantola, Steelhead Technologies
David Raisanen, Steelhead Technologies
Isabel Marker, Steelhead Technologies
Wesley Johnson, Steelhead Technologies
Holly Stover, Steelhead Technologies
Emily Vitale, Steelhead Technologies
Demir Tagani, Steelhead Technologies
Calvin Kantola, Steelhead Technologies
Date recorded
2026
Product/feature
Steelhead ERP; deployment process; deployment team; training; crash testing; production launch; outcomes-driven implementation
What this video covers
This video explains how Steelhead approaches ERP deployments, from prep and daily meetings to training, crash testing, and production launch. It emphasizes the role of a dedicated deployment lead, collaborative configuration, and an outcomes-driven process tailored to each shop.
Problem it solves
ERP deployments can be stressful, hard to manage, and difficult to configure correctly without close support, daily guidance, and a clear process for training and launch readiness.
Key capabilities shown
• Dedicated deployment lead
• Daily meetings and check-ins
• Configuring software around shop processes
• Train-the-trainer approach
• Crash testing before launch
• Outcome-driven deployment planning
• Daily meetings and check-ins
• Configuring software around shop processes
• Train-the-trainer approach
• Crash testing before launch
• Outcome-driven deployment planning
Steps covered
1. Deployment prep
2. Daily deployment meetings and configuration
3. Relationship-building with deployment lead
4. Process setup and shop-specific feedback
5. Train-the-trainer rollout
6. Crash testing outside meetings
7. Full production launch
8. Long-term outcomes tracking
2. Daily deployment meetings and configuration
3. Relationship-building with deployment lead
4. Process setup and shop-specific feedback
5. Train-the-trainer rollout
6. Crash testing outside meetings
7. Full production launch
8. Long-term outcomes tracking
Full transcript
Speaker labels
Every speaker is identified inline by name before each segment.
Timestamps
Included throughout transcript.
UI action annotations
Not applicable for this video.
Feature name consistency
Terminology is preserved as provided in the transcript.
Transcript
Chet Halonen
00:00:06:00 - 00:00:22:12
Unknown
Hello. My name is Chat Halonen and I am the VP of Customer Success here at Steelhead Technologies. I have the absolute privilege of working with the post-sale teams here at steelhead, including our deployment team, the customer support team, and our customer outcomes team.
00:00:22:14 - 00:00:40:07
Unknown
While each team operates at distinct phases of that customer journey, the underlying mission is the same. And that is to deliver on the outcomes that you have set out to achieve and to power margin and growth in your business. It all starts with that deployment process, paired with a high powered individual that sees you through the initial configuration.
00:00:40:07 - 00:00:42:03
Unknown
All the way through the production launch.
David Raisanen
00:00:42:05 - 00:00:55:19
Unknown
So from the time that you sign with steelhead until the time you are running live with production on the platform. Our deployment team works with you. So it starts and deployment prep to get you prepared for the deployment.
00:00:55:19 - 00:01:12:07
Unknown
And once the deployment kicks off, we have a deployment lead working with you on a daily basis, where we're meeting with you or checking in to make sure employees are getting comfortable. We're making sure we're configuring the software to fit your businesses needs.
00:01:12:08 - 00:01:13:17
Unknown
in the deployment process.
Isabel Marker
00:01:13:17 - 00:01:32:22
Unknown
You will get a deployment leader who is with you for the entire duration of the deployment. So from the very first day when we kick off, you're going to meet your deployment leader and start building that relationship with them. They'll get to know you, your employees. They'll learn more about your shop and what your operations are like, what processes you do.
00:01:33:04 - 00:01:50:01
Unknown
And they're there every step of the way to help configure the software for you, but also learn what your goals are with the software, what your concerns are. They'll do daily meetings with you. So at minimum, you'll always be checking in with them for at least one hour a day.
Wesley Johnson
00:01:50:03 - 00:02:17:21
Unknown
A big thing when we are, configuring the system is, is really getting feedback from you guys on how you want the system to look. So when we're going through this process, typically, the steelhead deployment team, someone like myself or whoever you're working with, would ask a lot of questions, really get, intimate with how your processes work, and, and work with you on, on getting the steps exactly how you would want them.
Holly Stover
00:02:17:23 - 00:02:22:10
Unknown
It, it is really a partnership between your business and, and our business.
00:02:22:16 - 00:02:29:08
Unknown
being able to bring some of that experience that we get from deploying other shops to your business,
00:02:29:11 - 00:02:31:22
Unknown
maybe you already have a really good idea of
00:02:32:03 - 00:02:34:17
Unknown
the kinds of things that you want Steelheads to do, and that's great.
00:02:34:17 - 00:02:49:19
Unknown
We're going to help you build it. But also, if you are struggling to build processes or look at reports weekly, we're going to be able to bring some of the suggestions that we've seen and what's worked out well for other shops to your business to help you grow.
Emily Vitale
00:02:50:01 - 00:02:59:18
Unknown
You have all of the knowledge about how things run in your shop, how the processes work, and we bring the product knowledge of how steelhead might fit here in here.
00:02:59:22 - 00:03:02:00
Unknown
So we are kind of bridging the gap.
Chet Halonen
00:03:02:02 - 00:03:07:02
Unknown
In the first 12 months, you'll see things smaller, more subjective, like time saves,
00:03:07:03 - 00:03:08:18
Unknown
feelings of better quality.
00:03:08:23 - 00:03:11:16
Unknown
And then once we get to that 12 to 24 month
00:03:11:16 - 00:03:19:15
Unknown
mark, the rocket takes off. And that's when you start to realize the hard, measurable outcomes that you've set out to achieve with Steelhead.
Demir Tagani
00:03:19:17 - 00:03:32:14
Unknown
Here at Steelhead our deployment team, we like the method of training the trainer. What that is, is kind of starting at the highest level we can, teaching him everything from the basics to more complex stuff. And that way,
00:03:32:19 - 00:03:38:11
Unknown
the when he or she goes to the production floor, they can spread that knowledge, with complete confidence
David Raisanen
00:03:38:14 - 00:03:47:23
Unknown
Some other keys to a successful deployment include crash testing outside of our daily meetings. This is crucial to make sure our processes are set up correctly.
00:03:48:04 - 00:03:51:19
Unknown
Everything is configured and ready to go for full production launch.
Calvin Kantola
00:03:52:00 - 00:04:00:00
Unknown
ERP implementations can be stressful. They can be challenging. But at steelhead we dedicate a lot of time and resources with you and your team and test and test
00:04:00:00 - 00:04:07:12
Unknown
and test until we get it right. We want to make sure that when you leave the deployment process, you have a platform that you and your operators and employees
00:04:07:18 - 00:04:09:04
Unknown
can be successful on.
David Raisanen
00:04:09:06 - 00:04:29:00
Unknown
Our deployment team is a very, outcome driven team. Our whole deployment process is set up to deliver your outcomes. So whatever your outcomes may be or whatever you want to get out of steelhead. We're tailoring our deployment process to make sure you hit your goals. Profit margin improvements, whatever it might be.
Chet Halonen
00:04:29:02 - 00:04:40:16
Unknown
Our goal here at steelhead is simple. It's to surround you with the people, the technology, the expertise and the community to power margin and growth in your business year after year after year.
00:00:06:00 - 00:00:22:12
Unknown
Hello. My name is Chat Halonen and I am the VP of Customer Success here at Steelhead Technologies. I have the absolute privilege of working with the post-sale teams here at steelhead, including our deployment team, the customer support team, and our customer outcomes team.
00:00:22:14 - 00:00:40:07
Unknown
While each team operates at distinct phases of that customer journey, the underlying mission is the same. And that is to deliver on the outcomes that you have set out to achieve and to power margin and growth in your business. It all starts with that deployment process, paired with a high powered individual that sees you through the initial configuration.
00:00:40:07 - 00:00:42:03
Unknown
All the way through the production launch.
David Raisanen
00:00:42:05 - 00:00:55:19
Unknown
So from the time that you sign with steelhead until the time you are running live with production on the platform. Our deployment team works with you. So it starts and deployment prep to get you prepared for the deployment.
00:00:55:19 - 00:01:12:07
Unknown
And once the deployment kicks off, we have a deployment lead working with you on a daily basis, where we're meeting with you or checking in to make sure employees are getting comfortable. We're making sure we're configuring the software to fit your businesses needs.
00:01:12:08 - 00:01:13:17
Unknown
in the deployment process.
Isabel Marker
00:01:13:17 - 00:01:32:22
Unknown
You will get a deployment leader who is with you for the entire duration of the deployment. So from the very first day when we kick off, you're going to meet your deployment leader and start building that relationship with them. They'll get to know you, your employees. They'll learn more about your shop and what your operations are like, what processes you do.
00:01:33:04 - 00:01:50:01
Unknown
And they're there every step of the way to help configure the software for you, but also learn what your goals are with the software, what your concerns are. They'll do daily meetings with you. So at minimum, you'll always be checking in with them for at least one hour a day.
Wesley Johnson
00:01:50:03 - 00:02:17:21
Unknown
A big thing when we are, configuring the system is, is really getting feedback from you guys on how you want the system to look. So when we're going through this process, typically, the steelhead deployment team, someone like myself or whoever you're working with, would ask a lot of questions, really get, intimate with how your processes work, and, and work with you on, on getting the steps exactly how you would want them.
Holly Stover
00:02:17:23 - 00:02:22:10
Unknown
It, it is really a partnership between your business and, and our business.
00:02:22:16 - 00:02:29:08
Unknown
being able to bring some of that experience that we get from deploying other shops to your business,
00:02:29:11 - 00:02:31:22
Unknown
maybe you already have a really good idea of
00:02:32:03 - 00:02:34:17
Unknown
the kinds of things that you want Steelheads to do, and that's great.
00:02:34:17 - 00:02:49:19
Unknown
We're going to help you build it. But also, if you are struggling to build processes or look at reports weekly, we're going to be able to bring some of the suggestions that we've seen and what's worked out well for other shops to your business to help you grow.
Emily Vitale
00:02:50:01 - 00:02:59:18
Unknown
You have all of the knowledge about how things run in your shop, how the processes work, and we bring the product knowledge of how steelhead might fit here in here.
00:02:59:22 - 00:03:02:00
Unknown
So we are kind of bridging the gap.
Chet Halonen
00:03:02:02 - 00:03:07:02
Unknown
In the first 12 months, you'll see things smaller, more subjective, like time saves,
00:03:07:03 - 00:03:08:18
Unknown
feelings of better quality.
00:03:08:23 - 00:03:11:16
Unknown
And then once we get to that 12 to 24 month
00:03:11:16 - 00:03:19:15
Unknown
mark, the rocket takes off. And that's when you start to realize the hard, measurable outcomes that you've set out to achieve with Steelhead.
Demir Tagani
00:03:19:17 - 00:03:32:14
Unknown
Here at Steelhead our deployment team, we like the method of training the trainer. What that is, is kind of starting at the highest level we can, teaching him everything from the basics to more complex stuff. And that way,
00:03:32:19 - 00:03:38:11
Unknown
the when he or she goes to the production floor, they can spread that knowledge, with complete confidence
David Raisanen
00:03:38:14 - 00:03:47:23
Unknown
Some other keys to a successful deployment include crash testing outside of our daily meetings. This is crucial to make sure our processes are set up correctly.
00:03:48:04 - 00:03:51:19
Unknown
Everything is configured and ready to go for full production launch.
Calvin Kantola
00:03:52:00 - 00:04:00:00
Unknown
ERP implementations can be stressful. They can be challenging. But at steelhead we dedicate a lot of time and resources with you and your team and test and test
00:04:00:00 - 00:04:07:12
Unknown
and test until we get it right. We want to make sure that when you leave the deployment process, you have a platform that you and your operators and employees
00:04:07:18 - 00:04:09:04
Unknown
can be successful on.
David Raisanen
00:04:09:06 - 00:04:29:00
Unknown
Our deployment team is a very, outcome driven team. Our whole deployment process is set up to deliver your outcomes. So whatever your outcomes may be or whatever you want to get out of steelhead. We're tailoring our deployment process to make sure you hit your goals. Profit margin improvements, whatever it might be.
Chet Halonen
00:04:29:02 - 00:04:40:16
Unknown
Our goal here at steelhead is simple. It's to surround you with the people, the technology, the expertise and the community to power margin and growth in your business year after year after year.
Taxonomy tags
Feature/module name
Deployment
Workflow category
Setup; Configuration; Training; Launch
Skill level
Beginner
Related features
Customer support; customer outcomes; reporting; production launch; training the trainer