Implementation

  1. Describe your process for implementation and include a detailed timeline.
  2. Would a dedicated transition team be assigned? Would account management/staff that is assigned to our account be a part of the implementation team? Identify who leads the transition team and define the roles and responsibilities of the other transition participants.
  3. What resources from the client would be involved in the transition?
  4. Describe takeover of existing files. What takeover strategy is recommended?

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