TakeCharge methodology focuses on five key phases to ensure the success of an enterprise-wide implementation of TakeCharge Spend Management solutions. The phases of for a successful ProCharge Enterprise rollout are:
Discovery & Planning Phase
1) Pre-sales consultation: TakeCharge consultants will help you build a business case for your ProCharge implementation. Complete with ROI for project timelines and executive summary.
2) Goals and Objectives identified: TakeCharge consultants will hold planning meetings with your staff to capture and understand goals and objectives and timelines for successful implementation
3) Identify Customizations: TakeCharge consultants will work with your staff to identify what customizations are required to the software interfaces for your initiative
4) Identify integrations: TakeCharge consultants will work with your staff to identify integrations to your current G/L, Bank, Payment Processors, receiving software, ERP are required for the projects.
5) Provide Statement(s) of Work for your company's review and signoff
Design Phase
1) Team Identification: Identify team members from both organizations to be assigned to the project
2) Create the time table and build phases for the implementation
3) Capture Functional requirements for your enterprise spend initiative
4) Capture Technical requirements for your enterprise spend initiative
Build Phase 1) Develop and implement enterprise services integrations
2) Develop and implement bank and payment processor file integrations
3) Implement customizations to user interfaces required for the initiative
4) Test all phases of development and review
5) Conduct Weekly Status update meetings with all team members
Deploy Phase
1) Conduct Functional training sessions with your employees
2) QA/UAT testing of application with live data
3) Complete Cross functional review of implementation
4) Conduct a controlled roll out of the ProCharge solution
5) Conduct an end of cycle results review
Improve Phase
1) Conduct 3, 6 and 12 month interviews with employees to determine success of rollout, usage of solution, hardships, and improvements necessary
TakeCharge Technologies is a leading provider of spend management software for minimizing p-card program fraud, for providing an audit of purchasing card policy and for providing accounting for purchasing cards. Our procurement management applications help to monitor client p-card policies and procedures, provide payment method management, purchasing card internal control accounting for purchasing cards and procedures to determine how efficient is your p-card program. Our Web site provides purchasing cards flow charts and examples of how to minimize p-card program fraud.
TakeCharge methodology focuses on five key phases to ensure the success of an enterprise-wide implementation of TakeCharge Spend Management solutions. The phases of for a successful ProCharge Enterprise rollout are: