The most important thing to keep in mind when preparing for a Costpoint implementation is that you are a unique and special butterfly with certain needs that must be met. Yes, that may sound like a cheesy line from an inspirational speaker trying to sell his new self-help book, but we stand by it. This isn’t Windows 95 we are installing; this is a complex and powerful business system that is used to streamline your processes, handle unfathomable amounts of data, and keep you compliant with any and all standards that you are held to. This is an instance where you make the system adapt to you and not the other way around. Costpoint is made to work for you and your processes, so implementing it in a way that gives you any less is doing a disservice your organization and the software’s capabilities. With 20+ years of experience, trial and error, and countless implementations we have developed a plan that takes your unique processes and bends the software to your will by designing a planning, testing, and go live procedure that is completely customized to your needs. With best practices accounted for and expanded on, here is our thorough and thought-out Costpoint implementation plan.
1. Business Rules Analysis
The first step in our implementation process is to identify how your business runs “As Is”. That means identifying the processes you have in place and seeing if they can be improved with your new system. This analysis is broken down into two parts, “As Is” and “To Be”.
|Review & Document “As Is”
|Design the “To Be”
2. Project Planning
During the project planning stage we evaluate your organization’s structure and build an implementation process that will work best for you. The project planning stage is broken down into five parts.
||Work Breakdown Structure (WBS)/Scheduling
3. Technical Needs
During this stage we will set up and configure all of the technical aspects of running Costpoint. This includes:
The testing stage is one of the most important phases in the implementation process. During this stage we will ensure that all your processes, modules, and functional components of your software are working correctly. We emphasize this part of the implementation process because we have seen many implementations go sour due to implementers not properly testing the system before go live. To ensure a properly functioning system we thoroughly test both functional processes/modules and regression/integrated systems.
5. Go Live
When it is time to go live our implementation plan ensures the smoothest cutover process possible. We evaluate your schedule and cutover needs to pick the best possible date and time for your organization. We also ensure that your staff, vendors, management, etc. are properly informed and supplied with the appropriate documentation and guides to provide a smooth transition.
|Go Live Prep
||Go Live Support
To ensure a smooth implementation you need to ensure you have the best team behind you. At CRI we take pride in practicing and perfecting our time-tested implementation process to provide the most functional and effective system post go live. We don’t take shortcuts and we don’t leave anything to chance. We provide the best-suited system for your needs that we possibly can. Don’t take a gamble when it comes to the systems you use to run your business, ask us how we can help you with your next implementation.