Process mapping meetings that document your complete standard operating procedures throughout organization.

Basic data lists, contract & billing info for import/entry in Plexxis.

1. Customers, vendors, employee, HR, GL, jobs and code listings
2. Logos in external docs and scoping of integrations
3. Payroll defaults and GL transactions for replication
4. Check stubs, sample job cost and budget for replication
5. Items database, reports and WIP development

Key contract & billing information, as well as mappings to ensure the automation of critical workflows.

1. AR aging, outstanding retainage and trial balance
2. Historical SOV's entry for retainage billing and Invoice & cash receipts
3. Mappings for billing templates and vendor invoices for auto-PO matching
4. Change order log, sales tax rates/reporting and monthly WIP reports

Completion of Payroll set-up

1. Employee YTD & payroll information – pay stub/time sheet for replication
2. Payroll register reports, CPR, Union, direct deposit and positive pay set up
3. Open subcontract, benefit plans and enrollments

Preliminary remote training

1. Introduction to customer, vendor and employee info
2. Introduction to material management and pricing
3. Introduction to payroll info; pay rates and operations and administration workflows

Collection of accounting go-live data. Launch of the start of the Plexxis accounting system portion.

1. Open AR, AP, discounts, trial balance, employee YTD’s, open checks, open/pending change orders, bank reconciliation, job cost to date, and budgets for replication and tie off
2. WIP report for potential customization

Onsite training for purchasing, accounting and project managers and additional mission critical roles.

1. Onsite training for payroll/HR, accounting/financial management, pre-construction and job start up, purchasing, job costing, document control, contracts & subcontracts
2. Completion 1st month end emergency data repair

VIP support period at completion of training facilitates adoption & works through emergencies

1. Continued training for all stakeholder through remote tools
2. Punch list creation
3. 1st quarterly emergency data repair to ensure future QRTLYS are sound