Financial System Implementation by Muhammad Khan

Financial System Implementation by Muhammad KhanFinancial System Implementation by Muhammad Khan

Financial System Implementation

Muhammad Khan

Contact for pricing

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

Quickbooks

Quickbooks Online

Xero

More services

Backoffice management

Example projects

STARTING AT

$300

fixed rate