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