CCH Trust Accounts: Follow Up Consultancy

Overview

Trust Accounts Follow Up Consultancy

This is the final stage of the CCH Trust Accounts journey with your Implementation Consultant to review the initial go-live stage.

• Assess the baseline configuration, ensuring the organisation utilise the product in an efficient way
• Reviewing any hurdles, queries that may have arisen during the initial deployment
• Take any necessary actions to resolve any issues

Key Objectives

The purpose of these sessions is to review the software deployment. Focusing on the initial decisions and the outcomes, the user experiences they resulted in and the way forward. 
The session(s) will also focus on any future 'what next' capabilities that are offered and could be used to further expand on product use.

• A place to discuss the impact of the software and the policies surrounding it. Looking for the ideal alignment between the two.
• Cover 'what next' features / functions that can be implemented to obtain the best software experience.
• Review any items that may have arisen during the initial deployment and ensure that their impact is mitigated. 

Course Contents

Pre-requisites

• Attendees should adhere to the Training session Guidelines.
• All attendees should have a good understanding of CCH Central
• All attendees should have a good understanding of their current Trust Accounts process and systems.
• Representatives should come prepared to discuss their existing workflows and policies as well as requirements.

Who is this course designed for?

Representative with business decision making responsibilities - Support for CCH Trust 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 workflow and processes. They will provide guidance to other personnel on policies and procedures necessary in your environment.

Personal Assistants\Administration - this group 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.