Who should attend the consulting session?
- 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.
- 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.
- 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.
- 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.
Planning and Implementation
CCH Central and Trust Accounts Setup
CCH Accounts Production Setup
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.
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.