System Implementation

Book an obligation free discovery meeting through the link below.

 

Our Implementation Service

Our typical implementation service and project time line is demonstrated below. Of course this can change depending on other systems you may be implementing but we undertake a broad discussion with you during our discovery sessions to determine the best strategy and timing.

 
 

Project Duration

This can depend on business needs and of course our capacity as we manage a number of projects at any time.

No documents to migrate

e.g. Docs already migrated or new businesses. Feasible to deliver in < 4 weeks.

Documents to migrate

Established businesses with documents to migrated from other systems. There is a minimum 4 weeks required by FYI to sync documents and refile accordingly, For a successful transition to FYI we have found that 6-8 weeks minimum allows a good buffer for configuration, migration and training.

Remember that it shouldn’t be a rushed exercise unless you have good reason for it. Most practices we’ve worked with appreciate the extra configuration time and thought getting the system to shine for when users log in and start using it on day 1.

If considering a wider tech stack implementation (other practice software, XPM, CRM, e-sign etc) we assist with any integrations along the way and ensure that your new systems deliver what they need.

Training included

To ensure we have you covered here’s the following training we include in our FYI implementations.
These are all dependent on the FYI plan subscribed by the practice.

✔ Detailed training agenda provided, we have you covered for this.

✔ Special requests for larger teams or situations available.

All FYI plans

Administrator Training

All User Training

Troubleshooting / Q &A

Pro & Elite

File Sharing / Client Portal

Process Automation Training

Elite

WIP & Invoicing Training

Debtor Management

Practice Reporting

FYI Cost


Implementation Packages

Starting from $5,000 NZD, we have packaged options that include:

  • Best practice configuration and support for all plans (Intermedate, Pro, Elite)

  • Upgrade service from FYI Pro to Elite.

  • Comprehensive online training via Teams/Zoom

Add-on options for:

  • Unlimited chat with project access/updates

  • Joint live sessions for custom configuration

  • Automation deployment (Pro & Elite plans)

  • Onsite training

Documment migration charges:

  • Cost calculated on volume of documents being migrated and mapped.

  • Complexity of filing structures (e.g. folders/files being consistently stored)

Select the Get Started link to book a free discovery meeting with us.

FYI Monthly Subscription Cost

Free trial for the first 30 days.

Per user/month pricing in NZD, AUD and GBP.

Learn more about FYI plans and pricing here.

Importantly we want to ensure that your expectations are met, and that you have a successful migration to FYI. So therefore we offer an obligation free meeting to have a chat with us about this first, discuss your goals needs and put together a quality proposal for you.


Select the Get Started button below and help answer some background questions to get underway and set up your meeting with us.