Pre Session
You will discuss your initial requirements with one of our team members, who will ensure that your requirements are understood prior to the appropriate day(s) being booked.

After the consultancy has been booked and confirmed, your consultant will contact you the week before your first day to confirm your requirements. This is part of their preparation for the day(s). He/she will ensure that you are aware of any of the necessary preparation you will need to make in order to get the most out of the on-site day(s).

What you should expect on the day:
Session 1 (and sometimes session 2) of a consultancy day is devoted to questioning, where the consultant listens actively to your answers to capture the details needed to make the required decisions. This also ensures that they gain a real understanding about your business. The rest of the sessions in the day are spent with the consultant guiding the attendees through the best approach to achieving their goal with reference to the system.

Post Session
Following each session the consultant will send a short report showing the areas covered in the session and decisions made. This will be no later than 10 days after the session.

Sometimes additional training will be required post consultancy to deliver the functionality discussed in the day(s), as the consultancy is the planning phase and the training is the implementation phase. Usually training courses that follow consultancy will be bespoke courses, (where there may be a charge to write the bespoke element depending on the course content)

The main head-ache for companies implementing a new software package into their business is that there is a lot of planning needed to ensure that the best results are attained from Live Day – the first day that your new system will be used in earnest. There can also be disruption due to the impact on your personnel of the changes that bringing in a new system can provoke. Logistically this can be challenging as well as draining. Our team of consultants are at hand to ease you through this process.

We firmly believe that systems build upon solid foundations, with scalable processes, ensure the simplest transition to CCD from whatever your previous business solution was. We can work with you to implement CCD to support your business processes and ensure that the training satisfies those needs. Often the most frustrating thing learning new software with training alone is afterwards trying to work out how you will use it within your business once you have understood how it actually works - implementation consultancy specifically takes that frustration away.

What you should expect:

• Initial Consultation and Project Planning Session, including full training plan and live date agreed. This is usually a face to face session but can be done very successfully using ‘Microsoft Live Meeting’ if it is difficult to get all the project team together in one room.
  
  
• Process Mapping / High Level System Usage Definition (Advice / New Business / Client Servicing processes / Account and MI Processes / System Set-up Requirements / System Implementation Specifications) – 5 days, (3 days onsite, 2 days remote). The output of this is a document that details all of the processes, any work logs / trackers that are being used to manage the process and a table showing the areas of the system that will need to be set up to support your way of working.
  
  Sometimes clients may wish to have a full procedure manual for users, this is an additional price but following the process mapping consultancy it is possible for the consultant to write a full procedure manual. Please see section 4.4 for details of Procedure Manual writing.
  
• Depending on whether your company is training internally or whether Quay are doing the training there will either be a Train the Trainer course required or the training will be carried out by Quay (this will be run by the same training consultant wherever possible). Training fulfilment prices are in addition to the price of this consultancy.

In conjunction with the installation, data transfer and the training program, this consultancy affords prospective clients the assurance that on their live day they will be properly equipped to use the software effectively and that they have a plan for all ‘post-live’ activities. The consultant will work with you to understand your business processes and to ensure that you get the very best out of the system to support them effectively. This will be facilitated through training, as the training program will be tailored specifically to cover the areas that your business needs once the main processes have been defined.

It important to note that sometimes companies will require a dedicated Project Manager and this would be in addition to this consultancy.

• The Advice Process (including lead allocation and management)
• New Business Processes (to cover the main business areas your company transacts)
• Client Reviewing and Servicing Processes (for example Annual Reviews and Valuations)
• Reporting and MI requirements
• System Set-up Specifications – Admin Codes, Trackers, Standard Letters

These are fully documented and sent back to you for sign-off and, once agreed and if applicable, the trainer who is to complete your training.

This will identify the areas of the business that are not currently being adequately supported by the system and the reasons for that.

This factfind has a section for further actions required and by whom. This will be sent back to you as feedback from the session and will also be passed to the relevant people within Quay to ensure that your requirements are met.