ImplementationAccount Management Overview

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Implementation/Account Management Overview

• Fusion 08
• Lori Simmons

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What to expect from Pace

• Pace Project Team
• Customer Project Team
• Training Methodology
• ePace Project Timeline
• What Happens After ePace is Live

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Pace Project Team

• Account Representative
• Software Implementer
• Accounting Specialist
• Other Departments

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Account Representative

• Purpose of the Account Rep
• Manages the Implementation Project.
• Communicates weekly with customers and
  Implementer, assists customers with needs,
  updates the parent job, and sends weekly status
  reports.

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Software Implementer

• Aspects performed by the Implementer
• Bring a customer live on ePace.
• Reviews the Implementation Project and suggest
  changes.
• Performs the training for their assigned
  accounts, specialty areas, or assists with other
  accounts as needed.

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Accounting Specialist

• Aspects performed by the Accounting Specialist
• Brings the accounting modules live on ePace.
• Performs the training of all accounting modules.

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Other Departments

• Professional Services
• Customizations
• Product Development
• Product Enhancements
• Support
• Question/Resolution
• Sales
• Additional Purchases
• Upgrades
• New Releases of ePace

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Customers Project Team

• We have found the most effective customers have
  the following lead people in place.
• Project Coordinator/Lead
• Estimator
• Production
• Accounting
• IT

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Training Methodology

• Gain A Baseline Knowledge Of ePace
• Quick Start Guides (QSG)
• The University of Pace (UNP)
• Apply The Baseline And Set Up Data
• Online Training Sessions
• Onsite Visits
• Fast track setup (Page 11 of IRG)Seminars at
  Pace
• Accounting
• Estimating
• Production
• Pace To Set Up Customer Data New Offering
• Setup Can Be Module-Specific
• Customer Provides Information, Feedback, And
  Sign-Off

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ePace Project Timeline

• Appliance
• Review Of Modules Purchased New Offering
• Getting Started Session
• Setting Up ePace
• Estimating Focus
• Accounting Focus
• Production Focus
• Pace To Setup ePace and Train On Use

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Setting Up ePace Estimating Focus

• Items Necessary In ePace To Begin
• Departments/Cost Center/ Activity Codes
• WIP categories
• Customers
• CSR/Salespeople
• Training Options
• UNP QSG
• Online Sessions
• Onsite Visit
• Estimating Seminar
• Pace Data Setup

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Setting Up ePace Accounting Focus

• Items Necessary In ePace To Begin
• Customers
• Sales Categories
• Chart Of Accounts (COA)
• Vendors
• CSR/Salespeople
• Open AR/AP/GL For Go Live
• Training Options
• UNP QSG
• Online Sessions
• Onsite Visit
• Accounting Seminar
• Pace Data Setup

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Setting Up ePace Production Focus

• Items Necessary In ePace To Begin
• Departments/Cost Center/ Activity Codes
• WIP categories
• Customers
• CSR/Salespeople
• Sales Categories
• Employees for Data Collection
• Training Options
• UNP QSG
• Online Sessions
• Onsite Visit
• Accounting Seminar
• Pace Data Setup

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Pace To Set Up ePace Train To Use

• Pace Completes An Onsite Analysis Of Customers
  Processes.
• Pace Enters Data Into ePace Estimating.
• Customer verifies information.
• Pace Teaches The Customer How To Use ePace
  Modules.
• Customer reviews results and signs off on data.

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What Happens After ePace Is Live?

• We consider your ePace Project Live when
• There is meaningful data on the system that you
  cannot afford to purge.
• Previous MIS system is either no longer in use or
  running in parallel.
• Transition From Implementer
• Occurs if either of the following conditions are
  true
• Live on all modules purchased.
• Live on two modules and not ready for the
  remainder.
• The Account Representative will continue to call
  you over the next three months to see how things
  are going and if we can help with anything.
• Afterwards, your account will be transitioned
  from the Implementations department to the
  Account Management department for continued
  service.

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Questions and Answers