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.