Project Methodology

Step 1

Investigation

Together we will:

  • Discuss your current processes

  • Identify time-consuming issues

  • Identify risks to address

  • Discuss Finance Staff requirements and goals

  • Discuss with IT Staff about their requirements and how best to resource them

  • Discuss Procurement staff’s requirements

  • Confirm the project costs

Step 2

Solution Design

Together we will:

  • Identify key participants and roles

  • Agree on communication methodology

  • Agree on a meeting schedule

  • Confirm required resources

  • Inform any third parties

  • Inform any staff or suppliers of the project and any potential impacts

  • Create and review our project plan

Step 3

Implementation

  • You prepare your ERP test site

  • We build your CAAPS test site

  • We configure CAAPS to suit your requirements

  • Together we review CAAPS and integration with your ERP to confirm that we are ready for testing

Step 4

Testing

  • IT staff test access, security and data transfers

  • CAAPS internal test team complete Quality Assurance testing

  • We train your staff in preparation for User Acceptance Testing (UAT)

  • You undertake UAT in CAAPS

  • We review testing results

  • We complete any changes and re-test if required

  • Together we set a Go Live date

Step 5

Go Live

  • We give you increased access to support

  • We closely monitor your first month with CAAPS

  • First day: CAAPS staff assist the AP team with support/questions

  • First week: review

  • Second week: review

  • Fourth week: review

  • Monthly reviews are ongoing

If you would like to review more information about CAAPS (Complete Automated Accounts Payable Solution) functionality check out the Benefits page or if you have some questions about CAAPS and how it can benefit your business, please don’t hesitate to Contact Us at any time.

CAAPS Complete Automated Accounts Payable Solution    Oracle Partner for AP AutomationMicrosoft Partner for AP Automation    Sage Partnerfor AP Automation    SAP Partner for AP Automation