Most agencies really struggle to accomplish all of the tasks to get a new system up and running. You are making a large investment in systems. You should reap the full rewards of that system. In order to do this, the system must be fully defined, staff trained and monitored and follow-up with staff after live date. Someone dedicated to these tasks will get them accomplished in a timely manner with minimal interruption to your daily business and service to your clients.
I have the expertise to guide an agency through the process of defining and implementing systems. This might include:
- Mapping definitions from current system to new system.
- Validating conversion data.
- Defining needed training.
- Coordinating training.
- Coordinating system merge templates such as letters and proposals.
- Defining conversion clean up.
- Live Week support.
All services are customizable to your agency’s needs.
