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Implementation Roles and Responsibilities


Detailed below is an overview of the key tasks required for a successful implementation and an explanation of who is responsible for each part of the process


Your Tasks
Our Tasks

You will need to decide on suitable resources to implement your system and ensure that you either have enough IT and data manipulation skills in-house or via a trusted third party

  • Appoint a Project Manager
  • Free up sufficient time from key personnel
  • Document your business processes
  • Provide input into project planning & process review
  • Install software


You will need to export data from all existing data sources / legacy systems and convert to suitable data formats for import into your new system

  • Provide information for software configuration
  • Migrate data from legacy systems into new system


It is very important that someone in your company is confident enough to train other users and explore the other options available to help you make the most of the software

  • Train all system users
  • Create own user manual
  • Perform system testing
  • Take system live


We provide specialist consultancy to help you create a project plan and then telephone support to help your IT team install the software and export your existing data

  • Lead project planning and process review
  • Provide Installation support

We provide you with a setup wizard and consultancy to help you personalise the software for your company and import your data

  • Perform software configuration
  • Provide data migration guidance


We provide full user training either at our training suites, onsite or via the internet. This is supported with online tutorials, training agendas & work books

  • Train key users
  • Provide template user manual
  • Provide assistance with going live
  • Provide on-going support


You may not have the required skills or time to complete any of the tasks usually performed by your company. In this case, we can organise time from our implementation team or are able to put you in touch with trusted third party organisations that can provide additional skills. This would be chargeable time and is not included in the price

Our Objective is to empower your company to harness the functionality of our software to develop your business – not to make your organisation dependant on us