Wrike: Process Map Accounting

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Wrike: Process Map Accounting by Mind Map: Wrike: Process Map Accounting

1. Go Live

1.1. TASK GO LIVE: DAY 1 CONTACT Description Implementer to contact customer for go live follow up Time Required (Hours) 1.0 Responsibility Implementer Approval None

1.2. TASK GO LIVE: DAY 2 CONTACT Description Implementer to contact customer for go live follow up Time Required (Hours) 1.0 Responsibility Implementer Approval None

1.3. TASK GO LIVE: WEEK 1 CONTACT Description Implementer to contact customer for go live follow up Time Required (Hours) 1.0 Responsibility Implementer Approval None

1.4. TASK GO LIVE: WEEK 2 CONTACT Description Implementer to contact customer for go live follow up Time Required (Hours) 1.0 Responsibility Implementer Approval None

1.5. TASK WEEK 2 PROJECT AUDIT Description Review outstanding tasks Time Required (Hours) 0.5 Responsibility Implementer Approval Team Lead

1.6. TASK GO LIVE: WEEK 3 CONTACT Description Implementer to contact customer for go live follow up Time Required (Hours) 1.0 Responsibility Implementer Approval None

1.7. TASK GO LIVE: WEEK 4 CONTACT Description Implementer to contact customer for go live follow up Time Required (Hours) 1.0 Responsibility Implementer Approval None

1.8. TASK WEEK 4 PROJECT AUDIT Description Review outstanding tasks Time Required (Hours) 0.5 Responsibility Implementer Approval Team Lead

2. Post-Go Live

2.1. TASK FRESHDESK: CONFIRM CUSTOMER CONTACT DETAILS Description Ensure customer contact information is correct Time Required (Hours) 0.25 Responsibility Implementer Approval None

2.2. TASK COMPLETE FEEDBACK SURVEY Description Send implementation feedback survey Time Required (Hours) 0.5 Responsibility Implementer Approval None

2.3. TASK REVIEW FEEDBACK Description Review implementation survey and action as required Time Required (Hours) 1.0 Responsibility Team Lead Approval Team Lead

2.4. TASK CALL: COMPLETE IMPLEMENTATION HANDOVER Description Complete handover call with customer Time Required (Hours) 0.5 Responsibility Implementer Approval None

2.5. TASK EMAIL: SEND HANDOVER EMAIL Description Send implementation to support handover to client Time Required (Hours) 0.5 Responsibility Implementer Approval None

2.6. TASK WRIKE: REVOKE CLIENT ACCESS Description Remove customer access Time Required (Hours) 0.5 Responsibility Implementer Approval None

2.7. TASK: TASK PROJECT AUDIT Description Review outstanding tasks Time Required (Hours) 0.5 Responsibility Team Lead Approval Team Lead

2.8. TASK WRIKE: COMPLETE PROJECT Description Mark project as complete Time Required (Hours) 0.5 Responsibility Implementer Approval Team Lead

3. Project Management

3.1. TASK SALES HANDOVER Description Sales team to complete Handover Request Form Time Required (Hours) 0.5 Responsibility Sales Team Approval None

3.2. TASK OVERWATCH: CREATE CUSTOMER Description Enter customer in Overwatch Time Required (Hours) 0.25 Responsibility Implementer Approval None

3.3. TASK ADVISE ACCOUNTS OF ADDITIONAL MODULES Description Advise the accounts team if the customer has the following modules: Trust Accounting, Apps and Sales. Set Tenancy Licence Subscription Time Required (Hours) 0.5 Responsibility Implementer Approval None

3.4. TASK FRESHDESK: CREATE CUSTOMER Description Enter customer in Freshdesk Time Required (Hours) 0.25 Responsibility Implementer Approval None

3.5. TASK CONFIRM IMPLEMENTATION RESOURCES Description Project team to confirm implementer and implementation project (onsite/online) Time Required (Hours) 0.5 Responsibility Implementer Approval None

3.6. TASK CONFIRM HANDOVER NOTES ARE ACCURATE Description Project team to confirm sales handover notes are accurate Time Required (Hours) 0.5 Responsibility Implementer Approval None

3.7. TASK CALL/EMAIL: BOOK PROJECT KICK OFF LIVE SESSION Description Contact customer and book project kick off live session Time Required (Hours) 1 Responsibility Implementer Approval None

3.8. TASK EMAIL: SEND WELCOME EMAIL TO CLIENT Description Send welcome email to client Time Required (Hours) 0.5 Responsibility Implementer Approval None

3.9. TASK REVIEW DATA ENTRY DATES AND TIMELINE Description View customer requirements for data entry and ensure deadlines will be met for go live Time Required (Hours) 0.5 Responsibility Implementer Approval None

3.10. TASK RE-LEASED: ENTER COMPANY AND COMPANY CONTACT Description Enter company details and user details Time Required (Hours) 0.5 Responsibility Implementer Approval None

4. Pre-Go Live

4.1. LIVE SESSION: PROJECT KICK OFF

4.1.1. TASK LIVE SESSION: PROJECT KICK OFF Description Implementer to meet with customer Time Required (Hours) 1.0 Responsibility Implementer Approval None

4.1.2. TASK SEND POST LIVE SESSION EMAIL Description Send post Project Kick Off live session email, confirm data go live and accounting go live dates Time Required (Hours) 0.25 Responsibility Implementer Approval None

4.1.3. TASK RE-LEASED: INVITE USER Description Invite customer user/s Time Required (Hours) 0.25 Responsibility Implementer Approval None

4.1.4. TASK WRIKE: CREATE ADDITIONAL CUSTOMER CONTACTS Description If applicable, enter and invite additional users Time Required (Hours) 0.5 Responsibility Implementer Approval None

4.1.5. TASK RE-LEASED: CONFIRM CHART OF ACCOUNTS AND TAX TYPES Description Confirm whether customer will use existing CoA. Enter tax types Time Required (Hours) 0.5 Responsibility Implementer Approval None

4.1.6. TASK RE-LEASED: ENTER DISBURSEMENT PROFILES Description Enter disbursement profiles Time Required (Hours) 0.5 Responsibility Implementer Approval None

4.2. DATA CONVERSION

4.2.1. TASK CONFIRM DATA CONVERSION PROCESS Description Confirm: - How we receive data - When we will receive data - Who will enter data - Who will check data Time Required (Hours) 0.5 Responsibility Implementer Approval None

4.2.2. TASK SEND DATA REQUIREMENTS Description Send data conversion requirements to customer Time Required (Hours) 0.5 Responsibility Implementer Approval None

4.2.3. TASK RECEIVE DATA Description Receive completed data from customer Time Required (Hours) 1.0 Responsibility Implementer Approval None

4.2.4. TASK ENTER DATA Description Enter received data Time Required (Hours) 10.0 Responsibility Implementer Approval None

4.2.5. TASK LIVE SESSION: DATA CHECK Description View loaded data with customer and confirm data integrity Time Required (Hours) 1.5 Responsibility Implementer Approval None

4.3. SETTINGS

4.3.1. TASK LIVE SESSION: SETTINGS Description Implementer to meet with customer Time Required (Hours) 1.5 Responsibility Implementer Approval None

4.3.2. TASK EMAIL: POST LIVE SESSION EMAIL Description Send post live session email with knowledge base articles Time Required (Hours) 0.5 Responsibility Implementer Approval None

4.4. DISCOVERY

4.4.1. TASK LIVE SESSION: DISCOVERY Description Implementer to meet with customer Time Required (Hours) 1.5 Responsibility Implementer Approval None

4.4.2. TASK EMAIL: POST LIVE SESSION EMAIL Description Send post live session email with knowledge base articles Time Required (Hours) 0.5 Responsibility Implementer Approval None

4.5. PROPERTIES

4.5.1. TASK LIVE SESSION: PROPERTIES Description Implementer to meet with customer Time Required (Hours) 1.5 Responsibility Implementer Approval None

4.5.2. TASK EMAIL: POST LIVE SESSION EMAIL Description Send post live session email with knowledge base articles Time Required (Hours) 0.5 Responsibility Implementer Approval None

4.6. TENANCIES

4.6.1. TASK LIVE SESSION: TENANCIES Description Implementer to meet with customer Time Required (Hours) 1.5 Responsibility Implementer Approval None

4.6.2. TASK EMAIL: POST LIVE SESSION EMAIL Description Send post live session email with knowledge base articles Time Required (Hours) 0.5 Responsibility Implementer Approval None

4.7. OUTGOINGS

4.7.1. TASK LIVE SESSION: OUTGOINGS Description Implementer to meet with customer Time Required (Hours) 1.5 Responsibility Implementer Approval None

4.7.2. TASK EMAIL: POST LIVE SESSION EMAIL Description Send post live session email with knowledge base articles Time Required (Hours) 0.5 Responsibility Implementer Approval None

4.8. TRUST ACCOUNTING

4.8.1. TASK LIVE SESSION: TRUST ACCOUNTING Description Implementer to meet with customer Time Required (Hours) 1.5 Responsibility Implementer Approval None

4.8.2. TASK EMAIL: POST LIVE SESSION EMAIL Description Send post live session email with knowledge base articles Time Required (Hours) 0.5 Responsibility Implementer Approval None

4.9. CHECK IN

4.9.1. TASK CALL: 3 WEEK CHECK IN Description Check in call with customer for implementation feedback 3-4 weeks before go live Time Required (Hours) 0.5 Responsibility Implementer Approval None

4.9.2. TASK PRE-GO LIVE REPORTS Description Receive balance reports before go live Time Required (Hours) 1.0 Responsibility Implementer Approval None

4.9.3. TASK CHECK BALANCES Description Ensure go live balances are correct Arrears, statements, Time Required (Hours) 1.0 Responsibility Implementer Approval None

4.9.4. TASK CUT OFF VAT TRANSACTIONS Description Confirm cut off of VAT transactions and client statements Time Required (Hours) 1 Responsibility Implementer Approval None