Financial System Implementation

Muhammad Khan

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About this service

Summary

The more descriptive nature of the services are described below
Project Plan:
- Detailed work breakdown structure with individual tasks and dependencies
- Timelines for each workstream - Configuration, Data Migration, Testing etc.
- Resource allocation and responsibilities
- Budget with cost breakdown
- Key project milestones and dates
- Risk management approach
Requirements Gathering:
- As-is process documentation with swimlane diagrams
- Identification of reporting, compliance and security needs
- Questionnaires and interviews with stakeholders
- Functional specifications document detailing all requirements
System Configuration:
- Chart of accounts tailored to business
- Customized masters for items, customers, vendors
- Role-based user and access management
- Configuration of modules for Procure-to-Pay, Order-to-Cash cycles
- Setting up templates for invoices, purchase orders etc.
Data Migration:
- Data mapping templates and validation rules
- Migration plan, timelines and approach for each data entity
- Pre and post migration data cleaning and mapping
- Parallel run of legacy and new system for validation
Testing:
- Unit, integration and user acceptance testing approach
- Test scenarios and test cases for each functionality
- Defect tracking, resolution and sign-off
- Mock drills and dry runs to simulate go-live
- Performance testing under load
Training:
- Role-specific user manuals and process guides
- Training sessions, videos and presentations
- Knowledge assessment and certification
- Helpdesk support and refresher trainings
Go-Live and Support:
- Detailed cut-over plan for transition
- Go-live preparation, execution and stabilization support
- Post go-live performance monitoring and issue management
- Handholding support and knowledge transfer for 2-4 weeks

What's included

  • Project Plan

    Detailed project plan outlining all workstreams, timelines, dependencies and responsibilities.

  • System Configuration

    Setting up the chart of accounts, master data like items, customers/vendors as per requirements.

  • Data Migration Plan

    Strategy and templates for migrating historical financial and transactional data from legacy system.

  • Testing Plan

    Approach for user acceptance testing and mock drills to ensure all functionalities work as expected.

  • Training Material

    Manuals, presentations, videos etc. to train users on all system functionalities.

  • Go-Live Plan

    Detailed plan for transition from old to new system covering activities like data migration and support.

  • Documentation

    System manuals, process guides, troubleshooting documents and FAQs for future reference.

Skills and tools

Bookkeeper
Financial Consultant
Microsoft Excel
Power BI
Quickbooks
Quickbooks Online
Xero

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Backoffice management

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STARTING AT

$300

fixed rate