Ajera Implementation Services
Our goal is to get you up and running as efficiently as possible. We use a Project Status Process, to ensure you have an accurate understanding of the mechanics involved in implementing Ajera, an ongoing view of your progress and provide methods to help you optimize your overall performance.
Our implementation process is designed for AE firms and helps with everything from maximizing software implementation and enhancing your workflow processes, to improving your bottom line and preparing for future growth. We work with you to make sure you don't just implement Ajera accounting software but that your principals, project managers and other employees have tools they can use that also make their jobs easier.
Having individuals involved from every department in your firm will help ensure that your Ajera accounting and project management software is implemented to the fullest and will provide the ROIyour firm desires.
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Sample Ajera Implementation Plan
Step 1
Coordination Meeting. We'll set up a meeting between your Axium Certified Consultant and your internal decision makers.
Step 2
Implementation Planning and Discovery. We'll solidify the scope, identify key stakeholders, review your firm's current structure, culture, procedures, reports, forms and marketing initiatives. We'll also identify risk factors, review resources and set timelines.
Step 3
Pre-Beginning Balance Date. We have three steps to prepare for going live in Ajera. Set up static information such as clients, vendors, & employees (or get that information converted!). Learn your new processes, including inputting timesheets, generating invoices, processing accounts receivable and payable. Lastly, training your staff on how to use your new accounting and project management software.
Step 4
Post-Beginning Balance Date. This is a critical time as we help you through your first payroll, billing and month-end reconciliation. Our consultants and support are here to help you each step of the way.
Step 5
Advanced Features Roll-out. We believe in a staged rollout. We find your project managers and marketing staff prefer to learn better when they work with data that is familiar. Once you've completed your first billing, payroll and month-end reconciliation, we'll help with project management training on EVA, budgeting and estimating, scheduling and resource planning. We can also offer custom report designs if required.
Step 6
Implementation Close-Out Meeting. Because we are rooted in the AE industry, it's important to us that we use each and every Ajera implementation as an opportunity to learn and improve. This final step of collecting feedback is critical to us and will help our future client implement Ajera smoothly.