Expense Manager Workflow Implementation - ProSpend

Implementation methodology

Every company is different. Our experienced consultants have successfully implemented thousands of companies. Our process is customised to you whilst clearly communicating delivery time-lines, consultation sessions and interactive workshops which are conducted for each step.

Post implementation

We empower your organisation to experience the benefits from our solutions immediately and moving forward. We are dedicated to provide the support necessary. We deliver our client's vision and create a successful ongoing partnership, that is our promise.

When your business needs change

We understand your business needs and circumstances will change over time. ProSpend enables you to easily adapt to those changes by providing ongoing support for configuration enhancements. With regular updates, our team is listening to your recommendations and feedback.

Kick-off

An implementation plan is developed, configuration requirements are scoped and a Run Sheet agreed on

Create

Unique database is created with company structure, users, charts of accounts, policy and custom wording.

Automation Rules

Company specific rules are configured for automation of coding and mapping, validation and approval.

Training & UAT

Live online AP training and UAT sessions are conducted throughout the process

Integration

Credit card data feeds are mapped. Integration to ERP or other external system are configured and tested

User Training

Company dedicated live user webinars are conducted on the company database on an agreed schedule.

Go Live

Personalised on boarding program that includes a Go Live checklist session and a Welcome Email sent to all users

Kick-off

An implementation plan is developed, configuration requirements are scoped and a Run Sheet agreed on

Create

Unique database is created with company structure, users, charts of accounts, policy and custom wording.

Automation Rules

Company specific rules are configured for automation of coding and mapping, validation and approval.

Training & UAT

Live online AP training and UAT sessions are conducted throughout the process

Integration

Credit card data feeds are mapped. Integration to ERP or other external system are configured and tested

User Training

Company dedicated live user webinars are conducted on the company database on an agreed schedule.

Go Live

Personalised on boarding program that includes a Go Live checklist session and a Welcome Email sent to all users

With our complete implementation service we do most of the heavy lifting for you. All that is required from your end is to provide us with an excel file with your company structure, general ledger codes, user and workflow options. We then do all the work, and hand back to you for testing.

We know customers want a fast, smooth and successful implementation so we developed our solution with easy client specific configuration options. Our proven methodology means on average a standard implementation will take 4 – 6 weeks.

Absolutely. Throughout your implementation we are engaged with your team to proactively discuss the business rules and workflow configurations to make sure the solution meets your exact needs.

Yes. We work closely with your ERP consultant to make sure the configuration matches your ERP and we liase closely with them on the integration.

Unlike other software providers our unique ability to offer high value and low cost customisation is one of our key benefits.

Your dedicated implementation consultant is always available, as well as a team of support people to help you. You can either email us, log a support ticket or call us.