General procedure

Based on many years of experience with over 450 implementations, we focus on a practice-oriented introduction. We ensure that the project planning is adapted to the complexity and the customer’s requirements. Or in other words: ‘As comprehensive as necessary, but not oversized’.

For more complex requirements, we recommend an ‘individual implementation’. In this case, the needs of the customer are specifically addressed within the framework of the development of a deployment concept and a customer-oriented solution is worked out together. For simpler and therefore more cost-effective solutions, modular customer training courses (group courses simultaneously with other customers) are available.

Depending on the customer’s requirements, the implementation can take place either at the customer’s or at our premises (this eliminates travel times and expenses). In addition, there is the possibility of webinars. In this case, for example, projects can also be implemented abroad at low cost.

The introduction of an in-house solution (on-premise) is only different from a SaaS cloud solution in terms of the need for a software installation on the customer’s own servers.

Introduction and training

Installation of the programmes (only for in-house systems)

  • Installation of the programmes (only for in-house systems)
  • Parameterisation/customising
  • Setting up communication (bank contracts etc.)
  • Staff training

In exceptional cases, software adaptations or extensions are necessary. This could be, for example, a customer-specific report or the adaptation of the financial accounting standard file into a system that has not yet been connected.

Deployment concept

As part of the development of the product-related operational concept, an analysis of the current situation is carried out in a first stage.

In a second step, the structure is developed on the basis of the analysis of the current situation. Sub-aspects, such as the analysis of the validity of reconciliation criteria for importing bank account statements, are taken into account and the definition of the selection criteria for the financial accounting interface as well.

And in a final step, the organisational measures that need to be taken, such as the technical requirements or the preparation of bank communication, are also to be established.

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