Three month Implementation Pack
Brief – Scope – Implement – Train
Choose from the following:
Payable by 1 instalment of £750 + VAT
Payable upfront or by 3 instalments of £700 + VAT per month
Payable upfront or by 6 instalments of £600 + VAT per month
|Briefing Document – we create a Briefing document with you to understand your requirements and expectations. This drives the outcome expectations.|
|Web based Instructor lead training – 3.5 to 4.0 hour session.|
|Web based refresher training (including feedback call)|
|Customisation workpaper pack template|
|Workflow Review library – access to our library of workflows examples based on our work with other firms.|
|Implementation plan - stages of implementation are highlighted and scheduled.|
|Onsite training (or virtual onsite in 1 or 2 sessions) – 6.5 to 7 hours|
- includes travel but not overnight accommodation if required. Training is classroom style from 10.00am to 4.30pm, capped at 15 people, in your premises (room permitting).
|Champion Training – a 1-hour session with your MyWorkpapers champions.|
|Scope Document with Gantt chart delivery on that includes an Implementation Plan,as agreed with you.|
Our experienced Implementation Team will work with you to create a bespoke Implementation Plan for your practice; ensuring your team are achieving the full benefits of the application and additional services. You will receive a dedicated Implementation Specialist who will work through the process with you to ensure a smooth transition over the first three months of using MyWorkpapers.
Services include: implementation planning, communications examples, phase planning, user setup, training plan, client upload and template customisation.
Implementation Packs must be completed within three months of commencement of subscription, or is forfeited (unless otherwise agreed).
Additional Options – MyWorkpapers Platform
Additional to your three month Implementation Pack, you can add addition services, including:
Web -based three (3.5) hour block session for consultant lead training or services.
- Pick from a list of training offering personally delivered to your team (up to 10 participants). For example ad hoc use of services including custom training, setup, configuration and customisations of processes.
Template Customisation (per workpaper template)
- Our Implementation Team will work with you to scope out your template requirements in MyWorkpapers and complete the build for you. This option is for when you are editing a current template to include additional workpapers or editing (adding or removing) of content. Only applicable where the referencing of the template/file does not change.
Template Customisation and Accounting Structure Build (per workpaper template).
- Our Implementation Team will work with you to scope out your template requirements in MyWorkpapers and complete the build for you. We will build the custom template for you and one accounting structure.
Trial balance mapping customisation (per hour, minimum 3 hours).
- Our Implementation Team will work with you to scope out your mapping requirements in MyWorkpapers to connect to your firm’s Accounts Production software or Bookkeeping software if it is not included in our industry templates.
On-site visit by training consultant
- Half Day Rate: £750 + VAT | Full Day Rate: £1,500.00 + VAT and £250.00 + VAT travel costs
- 3-hour on-site half day meeting with you and your team; or
- 6.5-hour on-site day meeting with you and your team.
- Focus on items identified in your Briefing Document, and discussion with you on focus points and topics.
Workflow Review of your practice.
- Additional Costs: £250.00 plus VAT travel costs, if applicable
- Payable over four (4) months of £999 per month +VAT
- Documentation of existing workflow and proposed workflow changes on implementation of MyWorkpapers Workflow Review is done remotely, however if on-site travel is required, additional travel costs would be applicable.