Thoroughly understanding expectations is the first step to a successful relationship with your technology solutions provider. That’s why we insist on doing a detailed Needs Assessment prior to implementation so both parties can feel comfortable and have a clear understanding of the scope of work to be performed.
During the Needs Assessment, we will gather information used to formulate specific requirements and determine the exact scope of the work that we will perform. We will also document your existing system and familiarize ourselves with any standards that have been implemented with your current software.
The Needs Assessment includes:
· The Current System - Thoroughly document the current accounting system and workflow (flowcharts provided).
· Summary of Current Status and Immediate Needs
· Plans and Expectations of Management - Identify management’s expectations and plans for future phases or services that may be required of our firm.
· Scope of Work Required - Identify the specific services you will require of TrinSoft.
· Timing and Cost Estimate - Establish an implementation schedule and provide a cost proposal.
The Needs Assessment will culminate in a report summarizing our finding and documenting your existing system. Please contact us for more information on the Needs Assesment.