Implementation Services

We don't hand you a login and wish you luck.

Every YBNW One customer gets structured onboarding with a dedicated implementation team. We configure your workspace, migrate your data, train your people, and stay available long after go-live.

2–6 weeks to go-live 6 implementation phases 1 dedicated success manager 12mo post-launch support

Why implementations fail

Most platforms go live late, over budget, and under-used.

These are the four failure modes we have engineered out of our process.

Months of professional services

Enterprise SaaS vendors charge £50k–£200k for consultants who spend months configuring a system that should have been ready to use. YBNW One ships pre-configured for standard use cases — your team customises the rest.

Low adoption after launch

Systems that aren't trained properly don't get used properly, and staff revert to spreadsheets. Our training programme covers every role group with tailored sessions so adoption sticks from week one.

Data migration chaos

Moving from legacy systems means messy data. We provide import templates, validation scripts, and a structured migration review before anything touches your live workspace.

No support after handover

Many vendors disappear after go-live. Your success manager stays assigned for 12 months post-launch with regular check-ins and escalation paths for any platform issues.

The Implementation Journey

Six phases. Every customer.

The same rigorous process applies whether you are a 20-person consultancy or a 500-person enterprise. Scope and depth adjust; the structure does not.

Phase 01 — Discovery & Scoping

Structured sessions map current processes and define go-live scope. Output: a written Implementation Plan confirming Phase 1 modules, data migration, integrations, and the week-by-week schedule.

Duration: 3–5 days  |  Deliverable: Signed Implementation Plan

Phase 02 — Workspace Configuration

Your consultant configures departments, cost centres, chart of accounts, approval thresholds, and role assignments, following the Implementation Plan exactly. You review and approve before migration begins.

Duration: 3–7 days  |  Deliverable: Configured UAT environment

Phase 03 — Data Migration

Migration templates for employees, contacts, invoices, projects, assets, and vendor records. Your team populates them; we validate against schema and business rules before a confirmed cutover.

Duration: 2–10 days  |  Deliverable: Validated data in live workspace

Phase 04 — Training Programme

Role-segmented live sessions using your actual workspace data — Administrators, Managers, Finance, HR, Operational Users, and Executive Dashboard. Every session recorded.

Duration: 1–3 days  |  Deliverable: Training completion records

Phase 05 — Go-Live & Hypercare

Your success manager is online on go-live day for same-day resolution. First 30 days: 4-hour response SLA, daily check-in availability, and priority engineering access.

Duration: 30-day hypercare  |  Deliverable: Stable live workspace, all users active

Phase 06 — Optimisation & Expansion

Monthly success reviews for 12 months analysing adoption, running supplementary training, and planning module expansion. Quarterly business reviews assess ROI and roadmap priorities.

Duration: Ongoing  |  Deliverable: Monthly usage report, quarterly QBR

Service Packages

Choose your implementation depth.

All packages follow the same six phases. The difference is scope, speed, and level of hands-on support.

Guided

Included with all plans

For teams comfortable with technology who want structured guidance without full-service delivery.

  • Discovery call and Implementation Plan
  • Workspace configuration walkthrough
  • Data migration templates + validation review
  • 2 training sessions (Admin + General Users)
  • Go-live day async support
  • 30-day hypercare (email)
  • 12-month success manager access

Timeline: 2–3 weeks

Enterprise

Contact us for pricing

Multi-site, multi-department rollouts with dedicated project management and change management support.

  • Everything in Managed
  • Dedicated project manager throughout
  • Multi-site configuration and rollout
  • Full change management programme
  • Custom reporting and dashboard build
  • System integration development
  • On-site training available
  • Quarterly executive business reviews

Timeline: 4–10 weeks

Data Migration

What we migrate and how.

People & HR

Employee records, leave entitlement balances, org structure, and emergency contacts. All PII fields encrypted at import. Historical payslips importable as PDFs.

Finance Records

Chart of accounts, opening balances, outstanding AR/AP, fixed asset register, and budget allocations. Historical invoice data importable for reporting continuity.

Projects & Tasks

Active projects with status, budget, and milestones. Kanban structure and in-flight sprints. Closed projects import as read-only historical records.

CRM Data

Contact list, active opportunities, and customer account history. All contacts validated for duplicates; historical notes migrate as timestamped activity.

Vendors & Procurement

Vendor master file, open purchase orders, active contracts with expiry dates, and spend history for top vendors.

Documents

Existing documents migrate into the appropriate DMS cabinets with metadata captured on import — PDF, Word, Excel, PowerPoint, and images supported.

Talk to us about your implementation.

We scope your implementation, estimate a timeline, and answer every question before you sign anything.