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.


Find out what we can achieve for you. Contact our Client Services Team on +61 2 9438 3940.