Project Kick off meeting

The first steps to your new accounting system

Every project begins with a Project Kick Off meeting where our Project Manager meets with you to discuss and plan your system setup and define your user training programme based on your specific requirements.


Our Project Kick off meeting includes:

Understanding your individual business processes

Our Consultants have many years experience of implementing financial systems in a range of construction companies across all sectors, and they will share this knowledge and experience with you.  

Your Project Manager will advise on the alternative configuration options of the system to ensure that it is designed to work in the way that you want to and provides the information you need to run your business most effectively.


Defining your training implementation schedule

Your Project Manager will then explain the full process required to successfully implement our software in your business.

This will include understanding and agreeing a realistic go live period and defining your user training programme, limiting disruption to your normal business processes.

Article: When is a good time to change your accounts system?


Review your data migration & technical requirements

Finally your Project Manager will discuss the various options of data conversion and migration with you. These depend of the type of information you require from your existing system.

Our Technical Consultants are also brought in at a very early stage to make sure your business is technically equipped to maximise the benefits of the software.

We can help you with all your technical needs including:

  • Hardware needed - Servers and Workstations

  • Server operating systems (Windows and Unix)

  • Database options

  • Network infrastructure 

  • Remote access requirements