Fast and accurate, our implementation is kicked off by our requirements workshop where we learn to understand your processes and customize our core tools and cost tracking features to fit your work flow.

As part of Expesite's Enterprise Services Group our Solutions Engineers are experienced project managers and consultants. Our team of Solutions Engineers leverage their years of experience working with our clients to constantly define and refine our implementation process. The results have been an implementation process that is fast & accurate which minimizes adoption and usage risk.

Implementation Process

  • Solutions Engineer Introductions
  • Scope Review
  • Schedule (setups, review, and delivery)
  • Requirements Workshops
  • System Setups
  • Training
  • Data Imports
  • Regular Status Meetings

The implementation process is completed with a full understanding of our clients' needs. During implementation our Solutions Engineers configure security levels, create templates and dashboards shortcuts, and setup reports and email notifications. Additionally, as part of the implementation training, your designated champion will learn how to make administrative changes to your Expesite Solutions to facilitate future changes in your program's goals.