SERVICES / IMPLEMENTATION
A system change
starts with a clear plan.
Move from requirements to agreed scope, prepared data and validated workflows. The work is defined around your business, not just a software installation.
- 01
Discovery & fit assessment
Document the people, companies, transactions, reporting requirements and exceptions. Walk through representative cases in TA before agreeing suitability.
- 02
Scope & responsibilities
Agree modules, data sources, integrations, user roles, deliverables, commercial terms and acceptance criteria. Identify work that is outside the initial phase.
- 03
Configuration & data preparation
Review company settings, chart of accounts, masters and opening balances. Clean import files and reconcile totals before acceptance. Do not assume an import success proves correctness.
- 04
Workflow validation
Check routine cases, returns, advances, period boundaries and approval exceptions relevant to the agreed scope. Review the effect across ledgers and stock where appropriate.
- 05
Training & handover
Train by role using practical business scenarios. Agree operating responsibilities, documentation and support channels.
- 06
Go-live & follow-up
Confirm reconciliations, access, backups and acceptance. Plan cut-over timing and how issues will be recorded and resolved.
MIGRATION IS A RECONCILIATION TASK
Bring the right records.
- Company and account structure; fiscal periods and currencies.
- Customer, supplier, item, warehouse, employee and asset masters as relevant.
- Opening Trial Balance with receivables, payables, stock and asset schedules.
- Any transactions to migrate, with dates, document references and supporting allocations.
- Existing reports and agreed totals used to check the result.
The scope of history, attachments, imports and corrections is agreed separately. Keep source records and an accepted mapping.
LET’S MAKE IT RELEVANT
See TA through your own workflow.
Bring a business question. We’ll start with the records behind it.