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External Implementation Resources
Hannah Olsson avatar
Written by Hannah Olsson
Updated over 2 months ago

An external implementor provides expert guidance throughout the implementation process, offering specialised knowledge and experience to help your firm transition to Cimplico Workpapers efficiently and with minimal disruption.

Key Benefits

  • 💡 Expertise: Access to professionals with proven implementation experience.

  • ⏱️ Time Savings: Frees up internal resources to focus on core business activities.

  • 🎯 Customised Solutions: Tailored advice to meet your firm’s unique needs.

  • 🔒 Minimised Risks: Reduces the likelihood of errors or delays during the transition.

When Should You Consider an Implementor?

  • Your team lacks capacity to manage the implementation internally.

  • Your firm has complex requirements or a large number of users.

  • You want to streamline the process and ensure best practices are followed.

What to Expect

  1. Assessment: The implementor reviews your firm’s needs, goals, and current systems.

  2. Planning: A customised implementation plan is developed, including a timeline and milestones.

  3. Configuration and Setup: Assistance with setting up Cimplico Workpapers, including templates, workflows, and integrations.

  4. Training and Support: The implementor provides training for your team and ongoing support as needed.

Finding the Right Implementor

We are proud to partner with FGS Advisory, experts in the practical implementation of software solutions tailored for professional services. Alongside Cimplico Workpapers, FGS specialises in implementing a range of practice management tools, including Cimplico Sync, Xero Practice Manager, FYI Docs, and more.

To learn more about FGS Advisory, visit their website or reach out to them directly at theteam@fgsadvisory.com.au.

Implementation Partner - FGS Advisory
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