Our bespoke consultancy involves working together with our customers to meet their specific requirements for CCH Practice Management. During the session we will work together to increase efficiencies, which will have been discussed in a pre-call with your assigned consultant. This consultancy is designed to run onsite or online over two sessions up to 3 hours each, and may include some or all of the contents to the appropriate level in the time available.
- To investigate your needs, wants and future expectations
- To review relevant processes
- To advise on the best use of the functionality
- Assist with any revision of firm's standard processes
Example Consultancy Contents
Note: Please note the consultancy contents above are examples only. Your consultant will contact you to agree an agenda for your requirements.
All participants should have a good understanding of CCH Central. Need access to your system and up to date version software.
Note: This is a practical interactive course designed to run over two sessions onsite or online up to 3 hours each.