Planning

The key to a good implementation is effective planning.

With the completion of initial Discovery, we begin the process of planning your implementation.  The first step is to determine the order which departments and/or tasks will be implemented.

One advantage of the AFRM® solution is that it does not need to be implemented across your entire organization or close process at once.  In fact, we recommend that AFRM® be implemented in selected departments and processes, and gradually grown into the parts of the close which can best benefit from AFRM®.

We have found the most effective implementations initially involve a small number of people and a few processes.  The selection of which processes and which departments to implement first depends entirely on your unique environment, and will be determined during discovery.

During the planning step, a timeline will be developed for each of the following tasks:

  • Group and Process Selection
  • Timing and Resource Allocation
  • Detailed Discovery and Process Documentation
  • Administrator and End User Training
  • Creation of the ingestion task list with due date, assigning responsibilities, and all the task details
  • Upload of prior period supporting documents.
  • Month 1 Close and Review

The process will be repeated as each new group and process is rolled out.  The roll out for each group will be a little different, and each will be carefully planned.

Our goal is that your implementation be effective, efficient and as low risk as possible, therefore planning is the key to achieving that goal.

Everyone is familiar with the effects of a poorly planned and executed software implementation.

We guarantee our services and therefore are committed to success which requires extensive planning.

We also plan to build in flexibility as the close is unpredictable and there are business circumstances and activities which can occur and alter the conditions.  We plan to be able to deal with unexpected changes as they are almost certain in the close process.

Often we compare what we do to landing airplanes (only one favorable outcome), therefore we hope for good weather and plan to be able to deal with whatever weather may happen.