Step 2 – Knowledge transfer to the Cortell team

To assist us in completing the Proof of Concept scoping, we will need:

• copies/examples of existing templates, spreadsheets and reports
• dimensionality (such as chart of accounts and hierarchy)
• user list and security
• anything else that would be appropriate for reference or discussion.

We then spend considerable time gaining a greater understanding of your requirements, A good place to start is the existing process where you can explain what works well, what doesn’t, what needs to remain and what is up for discussion around potential changes.