FAQ - FREQUENTLY ASKED QUESTION

Implementing a Project-accounting and Financial System

1- I haven't managed a software selection process before. What are the steps we need to take?

We have a Software Selection Guide you can refer to that will help you with the process. Before you even purchase the software, we help you implement our Plan>Prove>Purchase method, in which we create a prototype of the solution with your data so you can see it has the functionality you need before you purchase it.

2 - How do I show others what return we can expect on this investment?

There is an ROI spreadsheet calculator and a ROI Guidebook available that are specifically designed for Dynamics SL. We can help you determine how to fill out the spreadsheet and make a return-on-investment calculation.

3- I haven't managed an IT implementation project like this before. What are the steps we need to take?

We have completed over 100 successful implementations and are aware of the steps required for a successful project. We will work with you during the Project Planning stage to develop these steps and any others necessary to address your specific objectives.

4 - Do you have a methodology for implementing new project-accounting and financial systems?

Yes, we have a clearly defined methodology that includes a needs analysis, prototype, and a project plan, before implementation begins. Also, part of the method is for you to co-manage the project with us using Microsoft Project Web Access. Here is a fuller description of the methodology and our Implementation Methodology Roadmap.

5 - How can I control the cost of the project?

Based on our upfront due-diligence, planning, prototyping, and experience, Synergy will help you develop a precise road map that will minimize the cost of the implementation. This will provide you and Synergy a clear understanding and direction of the tasks and requirements necessary for the most cost-efficient project.

All work done on your project (services) will always be based on an agreed-upon statement of work or Charter and signed Work Orders that authorize Synergy to work on behalf of your company.  By Synergy's Terms and Conditions agreement, work done beyond a signed Work Order amount is restricted to no more than 5%.  In this way, you control the process and the amount you spend.

6 - How much time will my internal staff and I need to invest?

With some rare exceptions, we find clients need to match the time we invest on the project. Your time will be spread across several people but generally, if we budget a 100 hour project, your team will match that in a variety of tasks such as meetings, training, validating reports, testing, and data entry. See a Sample Project Plan.

7 - What is the most important thing we can do to achieve project success?

Number one is gaining the commitment of your company executives to the project; its goals and the methods the project team uses to accomplish them. Second, you can designate an internal Project Leader who has authority to make decisions and has a vested interest in a successful project. This will help ensure you have a successful implementation that is on time and on budget. See our Project Success Criteria document.