Three month Implementation Pack
Brief – Scope – Implement – Train
Choose from the following:
|Initial Consultation – to understand your requirements and expectations and drive expected outcomes|
|Web-based instructor lead training – 3.5 to 4-hour session|
|Web-based refresher training (including feedback call)||2 hours||3 hours|
|Customised workpaper pack template||1 template||2 templates|
|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|
|On-site training (or virtual on-site in one or two 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|
Additional Options – MyWorkpapers Platform
Additional to your three month Implementation Pack, you can add additional services, including:
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.
(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.
(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.
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 Initial Consultation, and discussion with you on focus points and topics.
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.
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.