Knowing what you’re getting into when moving forward with a Costpoint Implementation is key for both choosing the right implementor and ensuring the end result is what your organization needs. Having guided many firms through successful implementations, we stand by our practiced and perfected process as the gold standard for Costpoint Implementations. As transparency is an important part of that process, we wanted to share a breakdown of how our Costpoint implementation process identifies your needs, guides you through the procedure, and ensures the functionality and support you need during and after the implementation.
Insights from What We’ve Seen
The most common client needs/objectives we’ve seen and addressed have revolved around:
Flexibility
| Visibility
|
Integration
| Automation
|
Planning a Successful Implementation
Things to Consider
Assemble the Team (Internal & External)
Define the Project
Have a Project Plan and Schedule
Develop Communication Plan
|
Data Conversion Options
ETL
| Costpoint Celerity
| Design & Build
|
CRI's Costpoint Implementation Process
Software Installation or Deltek Cloud Previsioning
Project Planning & Scheduling
Business Rules Analysis
Review of all Business Processes that will be implemented in Costpoint
Requirements & Design Sessions
Requirements Documented
Data Conversion Specification (Don’t bring bad data into Costpoint)
Design Sessions (Documented)
Project (WBS) – Why Pillar
Account – What Pillar
Organization – Who Pillar
Other Ids – Employee, Vendor, etc.
Data Mapping, System Configuration, and System Implementation
Project
Account
Organization
Control & Setting Screens
System Security (User Group, Users, File Management, etc.)
Test #1
User Training
Create Training media
Functional Testing (Using Test Scripts)
Update Design & Mapping Docs as Needed
Test #2 (Optional)
Regression Testing
Completely “tie-out” Balance Sheet, Income Statement, Open A/P & A/R, etc.
Recommend a “mini” parallel type approach
Integrated Testing
Time & Expense – Import/Export
Cognos – All reports
Others – Employee Preprocessor, A/P Voucher Workflow Automation, etc.
Go Live Prep
Review Test Results and Ensure All Requirements are Met
Prepare cutover plan
End User Training
All users trained on the system and workflows that they are responsible for
GO LIVE
Post Go Live Support
Helpdesk for end users
1st Month End Close Support
Are there any items that got moved to a post Go-Live Status?
Implementation Review
Timeline
CRI as Your Functional Implementation Partner
You have a lot of options when picking an implementation partner, but with all those options comes a wide range of quality and service. We take a “Goldilocks” approach with our implementations, looking at your needs from a functional perspective to provide the appropriate balance of intimacy and expertise.
At CRI, our philosophy is rooted in providing the best possible customer service and ensuring that you get exactly what you want and more. We cultivate a relationship with our clients so they know who is working on their implementation, where we are in the process, and how we are aligned in our unified goal. Our transparency and knowledge base has proven to be an effective combination in ensuring customer satisfaction.
Comments