Our Project Approach

Project Launch Meeting

This meeting will be organised and led by your project manager. The aim of the meeting is a two-way fact-finding exercise. We will discuss and define the scope of your project, current systems, migration requirements, potential roll-out sequence, project timeframe, project constraints, etc.

Hardware Specification

Project Scope

Your project manager will prepare a project scope document for you to agree and approve.

Project Plan

Following the launch meeting, your project manager will start to structure your project and provisionally book the relevant resources to implement the various modules you have ordered, in the order discussed in your project launch meeting. We stagger the implementation of the different products, to ensure your team can assimilate the information.

Sequence of Implementation

Each project is tailored to suit customer needs, and will typically include these key stages:

• Technical questionnaire to be completed
• Installation of purchased software
• Central database populated with your clients’ standing data (your order may include a migration from your existing systems)
• If you are implementing Practice Management, populate your clients’ WIP and debt values (your order may include a conversion from your existing systems)
• Implement of each module which will involve an implementation meeting and structured consulting/training.

Project Timeline

Your project manager will plan your project timeline with you. Naturally, the more complex the project the longer the timeframe required. Generally, each product will take one month to implement - this allows for:

• Data migration if required (at the beginning of a project)
• Module implementation meeting
• Training on the product.

We will aim to book implementations and training sessions to suit you, however our consultants work to a 6-8 week lead time (this is subject to change). Once a schedule is confirmed any changes may be subject to our cancellation policy which is detailed in your order. Please note that if you need to change the confirmed schedule, this will have an impact on subsequent training dates.

Weekly Project Check-In’s, Project Close Meeting and Project Sign-Off

Throughout your project’s lifecycle, your project manager will organise a weekly ‘Project Check-In’ meeting, lasting a maximum of 30 minutes. This is to ensure all parties of aware of current actions, identify upcoming needs and manage risks via the action log.

Once your project has been delivered, we will conduct a project close meeting to discuss project performance, customer satisfaction and review our lesson’s learned. Your project manager will ask for sign-off that project objectives have been met, the project will be closed and your project manager will stand down. Ongoing contact with Wolters Kluwer will be through your account manager or through the Support Portal.

Support

Once your project has been closed, your point of contact for any queries or issues you may have with using your software will be Wolters Kluwer Support Portal. Staffed by our support team, the Support Portal is an excellent customer resource.

You can log a case with support either directly via the help function within the CCH suite or through the Support Portal. 

Once you have logged a case, you will receive an e-mail which confirms your case number and you will be contacted by support to provide the help and advice you need.  You can also gain access to all of our eLearning in the Support Portal.

Please refer to your welcome email or speak to your account manager for your support registration details.