Implementation

Disrupt the market. Not your business.


With over 20 years of implementation experience, CBIZ is your trusted partner in digital transformation.

We understand that change can be disruptive and believe that your focus should remain on your business.

That’s why at CBIZ we focus on implementation without the aggravation. We plan ahead so that transformation is a smooth process for all concerned.In short, our experience and innovative processes produce better results for you, our customer.


Why Choose Us?

CBIZ TECHNOLOGY

CBIZ (NYSE: CBZ) is the 10th largest accounting provider with more than 100 offices and 4,600 associates in major metropolitan areas and suburban cities throughout the U.S.. We are CBIZ’s national Business Technology team.

We work closely with you to identify the business information technology solutions and financial data management strategies that help improve your company’s productivity and profitability. We are highly experienced in integrating technology to help manage and activate your accounting, finances and operational needs.

Our goal is simple—help you solve your business challenges quickly and cost-effectively through business system process efficiencies.

Learn More About CBIZ

Our Methodology


Through our experience we have developed an approach to delivering projects that removes the verbosity of traditional, paper heavy projects and aims to deliver fast, targeted projects that maximize productivity and remove the need for extensive scoping documents that, in reality, very few people read with the degree of care that is required.

This approach still comprises the traditional phases of a project, but aims to keep the teams focused on the critical, key business processes and reporting. We refer to this as the “Day in the Life” (DITL) methodology.


The core of this method is based on using the Microsoft product as a tool to model and prototype the system against the key processes and reporting. In doing this we build and demonstrate to the users exactly how the system would work for their business in a normal, day-to-day operation.

Phases

01. Day in the Life (DITL)

We’ll go through the Day in the Life Workshop where we’ll spend a number of days onsite with key users in the business to identify the critical or key business processes that make up a typical day in the life. Then, having captured the key requirements, we build a prototype of the system. We then present the key processes back to the appropriate audiences in the live system. Following the presentation, the processes are documented and storyboarded along with any additional requirements brought forward during the Playback.

02. Build

Once the DITL phase of the project has been completed we will start the actual company build and do any required customizations and development. In addition, we’ll work with you to complete any reports and workflow set ups. We’ll also complete any integrations necessary.



03. UAT

We will provide the key users with final training and they’ll work on user acceptance testing where they’ll adopt to the system and we’ll answer their questions, allowing the users to feel comfortable in the system before Go Live.


04. Go Live

During our Go Live Phase we’ll complete the final data migration, provide any refresher training, cut off from previous systems and yes, Go Live! After Go Live our team is right there with you either on site or remote to support your team with any questions that may come up. When the project is complete, our team is available to you for ongoing support in the system and other areas of your business.

Successful Implementation


We believe that a documented implementation plan, frequent open communication during the implementation process, and written detailed procedures are all critical elements of a successful implementation of accounting software.