Implementing it yourself? We’ll guide every step.
A do-it-with-you program that puts our implementation professionals’ years of experience behind your own project. You build in-house expertise while you go live successfully.
- Guided, self-driven
- Pro-reviewed throughout
The coaching package
Your project, our experience.
You drive the implementation. We coach you through the decisions, configuration and pitfalls, with an experienced implementation professional beside you at every stage.
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01
Analysis
Project Analysis Dialog
A self-administered web tool turns your answers into clear, specific configuration recommendations. A professional reviews them.
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02
4 hours
Focused remote training
Targeted training on exactly the features your business needs, based on your analysis.
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03
5 sessions
Coaching sessions
Project management, financial best practices, data uploading, tips and tricks, and report review.
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04
2 reviews
Go‑live reviews
A pre-launch review to catch concerns, and a post-launch review to resolve whatever comes up.
Also in the package
Experience you keep after go‑live.
Coaching leaves the know-how with your team. Along the way you get the habits and settings that years of real implementations have taught us.
- Software best practices, tips and tricks from years of real implementations
- Guidance on configuring your reports for maximum impact once you’re live
Guidance that makes change manageable.
“Hands down the best provider and consultants in the industry. Five years in and we have not been disappointed once. They keep us moving forward.”
Implement with experts in your corner.
Get the coaching package and put years of implementation experience behind your own project.