Skip to main content
CCH Software User Documentation

End-to-end project management



Set realistic project timescales using step-by-step methodology. Ensuring that the right resources are assigned and focusing on your project goals.
Set realistic project timescales that work with your business

Changing the software on which you run your day-to-day business is a momentous decision. Once you've signed the order, you’ll understandably be keen to crack on. But it pays to pause for a moment and consider… What external pressures are the business facing? A looming compliance deadline is an obvious factor for our accountancy customers. What’s happening internally that could put the implementation at risk? Are there any business moves in the pipeline - a relocation, a major reorganisation, a change of ownership? Are you keen to move quickly because of ‘force majeure’, such as your current software licence expiring? Is there a stop-gap solution that would give you a breathing space? Have you allowed time for users to ‘embed’ their training before the software goes live? This is the kind of debate we would have with you to frame the discussion around what’s best for your business and what project timeline will ultimately deliver optimum return on your software investment.

Maintain continuity throughout the project lifecycle

The Wolters Kluwer Project Management team is highly coordinated and systematised. If any one of us is ever unavailable for whatever reason, our colleagues know exactly what stage the project has reached and what the next steps are. We have the systems in place to ensure a smooth handover to keep everything on track, giving you complete peace of mind.

Apply a well-tried and tested step-by-step methodology

Rather than reinventing the wheel every time, we bring the knowledge gained from many implementations to improve the outcomes of your project. We can identify and anticipate the likely roadblocks and steer the implementation round the obstacles that might otherwise impede progress. Importantly, we ensure that what we do today will make it easier to develop and extend your solution further down the line, enabling software added later to build on and benefit from previous work. For example: when implementing the full CCH suite, we would implement CCH Practice Management first, as the most logical starting point of any implementation. Why?  When implementing this module, we would convert all client data, including work in progress and debtors into the software.

Ensure the right resources are assigned to your project

The complexities of a medium or large software project can be significant: converting data, accessing the right technical resources at every stage, delivering business-wide consulting and training... Without experience, it could be easy to underestimate exactly what’s involved. Since we manage complex projects day in and day out, we’ve seen it all before. We know what’s needed when allocating resources to the tasks involved at each stage: from analysing your current set-up and data, through data conversion, to testing, user training and the final go-live.

Another factor for you to consider is who will be your project manager or who will you assign this role to?  They will need to be able to dedicate time to work with our Wolters Kluwer Project Manager, as a successful implementation requires effort from and coordination between teams.

Focus on your project goals

Our team of Project Managers are dedicated to ensuring your implementation is fit for purpose and meets the project criteria. It’s what we do.


  • Was this article helpful?