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.