Tools

Reference Calling Guide

A guide to performing the all important reference calling function including sample questions and guidelines for effective calling.

Design Presentation Memorandum

A one-page memorandum on what the Design Presentation function is for and how to effectively conduct the meeting.

Implementation QA Checklist

A series of checklists to be reviewed and completed after each stage of an implementation to ensure each step is completed well.

Demonstration Script for Job Cost Application

Transaction guide for facilitating software demonstration. Needs to be edited for company specific transactions and functions.

Demonstration Script for Human Resources Application

Transaction guide for facilitating software demonstration. Needs to be edited for company specific transactions and functions.

Demonstration Script for General Ledger Application

Transaction guide for facilitating software demonstration. Needs to be edited for company specific transactions and functions.

Demonstration Script for Accounts Receivable Application

Transaction guide for facilitating software demonstration. Needs to be edited for company specific transactions and functions.

Demonstration Script for Accounts Payable Application

Transaction guide for facilitating software demonstration. Needs to be edited for company specific transactions and functions.