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CCH Software User Documentation

CCH Trust Accounts: Implementation Consultancy

Implementation consultancy is the starting point of understanding your business requirements for trust accounts production. The session provides an opportunity to review your processes and policies with the guidance of our experienced consultants. Changing your business systems involves an in depth assessment and our consultancy provides a detailed look at the software, providing knowledge to enable decisions regarding setup and deployment of your new system.

Who should attend the consulting session?

  1. Representative with business decision making responsibilities - Support for CCH Trust Accounts and the production of the accounts from business leaders is critical to a successful implementation. Business leaders are responsible for communicating to employees the business's commitment to the roll-out of CCH Trust Accounts and the benefits to clients.
  2. Representative at a more detailed level who will oversee implementation - Managers or seniors involved must have a good understanding of the business's current accounts production and processes. They will provide guidance to other personnel on policies and procedures necessary.
  3. Personal Assistants\Administration - this group will often have a detailed knowledge of existing procedures and can have a valuable input to the process. Ultimately they can be heavily impacted by the implementation of a Trust Accounts system and therefore it is important to gather their feedback and input. Consider a Super User/Champion to represent this group.
  4. Other - Representatives from all teams from the organisation should be present in the consultancy to ensure all areas affected by the implementation have input and the different processes that will be adopted by each area can be addressed.

What should we prepare in advance?

The involvement of the IT department will be crucial to installation, support, and amendments of business recovery procedures. IT will not be required once installation has taken place and all technical considerations have been addressed with our specialised consultants. We will require access to your live system during the consultancy session.

How long will the Consultancy take?

The online or onsite consultancy is over two sessions of up to 3 hours each, but can vary depending on complexity of topics discussed in relation to your business. Your consultant will discuss the below agenda ahead of your session and help identify which representatives will be required across the discussion points and where decision making will be required. It may not be necessary for each attendee to be present throughout the whole session, but it is beneficial that they are at the start of the session to contribute to the discussion on your current systems and where there will be an impact on daily working lives of the areas they represent.

Agenda

Session one

Planning and Implementation

  • Ensure that you are aware of the options available to you within CCH Trust Accounts and CCH Central
  • Help you build a training programme that meets your in-house requirements for the production of your client accounts
  • Take ownership of all your implementations issues and ensure a smooth transition from your current process to a new improved process
  • Provide an overview of the scope of CCH Trust Accounts and CCH Central and how it will work within your organisation
  • Identify the structure of your practice and so provide advice on the appropriate changes to your data processing and configuration of CCH Trust Accounts
  • Advise how CCH Trust Accounts will be set up to maximise its functionality for use within your organisation
  • Carry out any scoping for changes to the Trust Formats 
  • Identify how CCH Trust Accounts will interact with your other CCH products where appropriate.

Session two

CCH Central and Trust Accounts Setup

  • CCH product connectivity
  • Your team and responsibilities
  • Procedures and controls
  • Employees/users, security groups and permissions

CCH Accounts Production Setup

  • Master packs
  • Global change process
  • Practice theme and styles

Consultancy Outcomes

At the end of the session your consultant will work with you to define a project plan for roll out – if required, and agree the actions to be completed by all relevant parties. You will be directed to supporting collateral and elearning in readiness for the next stages of your project.

 

Pre-requisites

All attendees should have a good understanding of accounts production and their existing production procedures and processes.

Note: The online or onsite consultancy is over two sessions of up to 3 hours each.

Useful Resources 
 

 

  • eLearning courses - online courses that provide you with an overview and insight into our software
  • Bitesize videos - that explain small focused areas of our products
  • Webinars - sessions for you to attend and learn from

 

 

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