Please see below an outline of the project plan and implementation workflow.

The duration of each task may change depending on special requirements. We'll discuss your specific requirements, and any additional time needed to accommodate them, at the project kick-off.

 

Project plan

*All of our installations are carried out by BTerrell, our implementation partner.

Implementation workflow
 

1. Project kick-off (emails/meetings):

• Xe team sends pre-implementation list to client.

2. Pre-implementation preparation:

• Client provides information based on pre-implementation list

3. Product installation:

• Xe development team setup the product in sandbox/testing environment.

4. Configuration:

• Client is expected to login to Sage Intacct environment and share screen with Xe
  team during the configuration.

5. Training:

• Client is expected to login to Sage Intacct environment and share screen with Xe team
  during the training.
• Client is expected to have the following items ready for the training:
  • Intacct sandbox logins for all participants
  • Intacct permissions for Vendors, Cash Management, AP Bills and Pay Bills, and Xe Global Business Payments, etc.
  • Xe sandbox login account credentials
  • A few Vendors' payment information setup in Xe Global Business Payments tab on Vendor
  • Clearing checking account setup for FX transactions in Cash Management

6. Customer testing (sandbox/testing environment):

• The client will conduct sufficient testing in the sandbox/testing environment.

7. Move to Production environment:

• When testing is complete, the Xe team will move the Xe Global Business Payments to the production environment.
• Client will then run penny value testing in the production environment.

8. Client testing (production environment):

• Client will then run penny/small value testing in production environment.

9. Go-Live

10. Post go-live support (weekly meetings):

• Xe team will setup weekly meetings with the client on any support issues/improvements.