CCH Trust Accounts: Implementation Consultancy

Overview

This course 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. 

Your consultant will discuss the  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 course , but it is beneficial that they are at the start of the course 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

Pre-requisites

Attendees should adhere to the Training session Guidelines.

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

Who is this course designed for?

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.