Software Implementation

Discovery

Due Diligence

The initial stage of implementation should surface the realities of the project in order to execute on-time and in-scope. Due diligence begins with gathering all available data and pinpointing potential challenges and risks.  

Project Scope

Etelesolv works with the client to determine the scope of the project. This determines what assets and services will be managed under the expense management system.

Stakeholder Involvement

During Phase 1 we will identify key stakeholders who are to be involved in the implementation process. Everyone involved should understand the benefits of the system and objectives of the project.

Project Requirements

Additional resources to fill the gaps of system implementation may be required, such as Managed Services. Other unique requirements that may be discovered during this phase include any unique items such as billing formats, systems integration, custom reports, language, hosting, security policies, technical or financial compliance, and other technicalities.

Data Entry

Data Gathering

During this phase, our Project Managers (PMs) will guide clients to locate and extract data from two main sources of data: company data, and telecom data.

Company data is typically drawn from Employee files, Corporate Hierarchy, inventory files, list of cost centers, and AP files.

Telecom and IT generally requires a letter of authorization to be sent from the client to the provider. Once authorized, the electronic portal can be accessed and the list of accounts will be loaded, along with vendor contracts. If required, paper invoices can be uploaded by Etelesolv.

Data Cleansing

All data files are reviewed and fixed (if necessary) before continuing to the next step.

Implementation

Mass Data Download

After data has been prepared, it is loaded into the system to include asset information, service costs, employee and company data.

Initial Discrepancy Report

The initial discrepancy report will run an inventory cross check against invoice information and manual verification to identify unused services and identify any gaps in the database.

Customizations

Any requirements identified in Project Requirements (Phase 1) will be implemented.

Install Reporting Application

The reporting application is installed.

Deployment

Start seeing results: Cost Transparency, Process Efficiency, Cost Savings.