In this post, we talk about the time requirements for the client team that will help ensure the Sage Intacct implementation is successful.
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In other words, as your company considers an upcoming software migration, you’ll need to consider the hard dollar costs (software subscription and services fees) and soft dollar costs (team members’ time spent on the project).
Your team will play a critical role in project success. Like any good partnership, a software implementation requires 100% commitment from both our team and yours to achieve mutually agreed-upon goals and priorities. It’s no surprise that the most successful projects result when the Client takes ownership of their project and is an active participant at each step along the way. Conversely, a Client team that is too busy to followup on project milestones, shows up to weekly meetings unprepared, and secretly hopes that RKL will just do everything for them, will inevitably hinder project success.
The below table provides an overview of primary Client team member roles, responsibilities, and estimated time required to fulfill those responsibilities throughout the project. Note: these are averages, and every project ebbs and flows at certain points.
| Executive Sponsor | Description | · Define project mission and provide steering |
| Recommended Personel | CEO, CFO | |
| Estimated Time Required | 2 hours/month | |
| Project Manager | Description | Primary project contact with full authority to act on behalf of Client with respect to: · Managing client’s project deliverables |
| Recommended Personel | Controller, Business Operations / Systems Manager | |
| Estimated Time Required | 4-6 hours/week | |
| Core Team of Users | Description | Represent a cross-section of client’s business / functional areas · Ensure the successful and timely completion of tasks within their respective business / functional areas needed to achieve project milestones |
| Recommended Personel | Sales, accounts receivable, purchasing, accounts payable, accounting managers | |
| Estimated Time Required | 2-4 hours/week | |
| Technical Team | Description | Primary project contact for providing technical assistance to support the implementation team. · Extract data from current ERP |
| Recommended Personel | IT, Business Systems Mgr., CIO | |
| Estimated Time Required | Periodic/As Needed |