Step 1 - Learning More About Your Business
Step 1 - Learning More About Your Business
- Purpose:
- Learning more about you, your business, and the business environment you function in.
- Understanding where your business financials and systems usage currently stand.
- Accurately assessing the right combination of business services and software tools to meet your business' unique needs.
- What's Involved:
- Review the current state of your books (your "system of record"), along with a look at supporting documentation and processes.
- Provide a diagnosis of any identifiable and/or underlying setup or transactional issues.
- Work with your team to understand and clarify your key business workflows and responsiblities.
- If and as necessary, formulate a plan for cleanup and/or setup corrections.
Step 2 - Agreeing On a Set of Services
Step 2 - Agreeing On A Set Of Services
- Purpose:
- As we complete Step 1, we work with you to formulate a service "game plan" and finalize a service pricing package.
- We mutually agree on a service plan and pricing, and clarify the next steps to "onboard" you as a client.
- What's Involved:
- We present a summary of our proposed service plan recommendation and options for consideration.
- We present a summary of any process and structural improvement recommendations.
- We finalize a formal service agreement.
- We review and discuss setup and onboarding steps to begin our engagement with you and your business team.
Step 3 - Onboarding and Setup
Step 3 - Onboarding and Systems/Process Setup
- Purpose:
- Executing on the service "game plan," we begin transforming your systems and processes through setup of new software, apps, and associated process improvements.
- Ensuring that you and your business team are comfortable with the new tools and processes involved with our business services.
- What's Involved:
- We perform any tasks that may be needed to improve your business workflows/processes to ensure a smooth transition to the use of new systems and tools.
- We setup new system of record software, along with any integrative apps.
- We provide full training to you and your staff in the use of any new software, app tools and business processes.
Step 4 - Catch Up
Step 4 - Catch Up
- Purpose:
- We go through your system of record and ensure that all your financial transactions and reconciliations are complete and up-to-date as of the last completed month.
- What's Involved:
- Update your transactional records, in-line with the use of the newly setup system tools and business processes.
- Bear in mind that this could be a lengthy process, depending on where the state of your financial transactions are ... from a couple of weeks or months, to a year or more of updating required.
- The length and quantity of transactions that you may be behind should not be looked at as a point of embarrassment; it's simply a recognition of reality ... taking the time to get caught up, and doing it right, will be well worth the effort as you move forward within a new business service framework and relationship with us!
Step 5 - Active Service Relationship with GWPS
Step 5 - Active Service Relationship with GWPS
- Purpose:
- We actively engage and bring to reality the agreed-upon business service offerings we've mutually agreed to.
- What's Involved:
- We smoothly transistion you to the agreed-upon service package, using the great new tools and systems put in place, and begin our business relationship.
- You're setup, you and your staff have received the necessary training, and you begin flying high ... experiencing less stress, greater productivity, and receiving great service from a new trusted business partner!
