Phase 1 - Project evaluation

Our transition team works with you to gain an understanding of the nature and volume of your accounting firm and business processes.

• Build step-by-step migration roadmap
• Assess and mitigate risk
• Develop detailed plans for staffing, technology, infrastructure and monitoring & reporting

Phase 2 - Agree Target Operating Model (TOM)

Working in conjunction with your accountancy practice, the data gathered during the evaluation stage is used to determine an appropriate Day 1 operating model.

Phase 3 - Integration plan

• Evaluation process and TOM are fully documented and mutually agreed upon
• Plans are executed such as assigning staff, installing appropriate technology, preparing training materials, training new recruits, etc.

Phase 4 - Transfer and transition

This is perhaps the most important step in the transition process. It involves the following:

• Moving to operational running in “pilot” mode
• Initiating process monitoring and dashboards
• Ongoing communication with stakeholders

Phase 5 - Transformation

Once the transition has taken place, it is important to evaluate the process on a continuous basis. We ensures that

• Monthly or weekly meetings take place with the clients
• Performance is reported
• SLA metrics are tracked
• Improvement plans are created and executed on-the-go