Implementation Plan

This step is the official start of the implementation process. In this step, ProEst team members will brief client representatives on each phase of implementation, setting expectations for timing and determining roles and responsibilities. The ProEst team will answer questions, address concerns and leave with a mutually agreeable “go forward” plan.

While volume will vary, the overwhelming majority of new ProEst clients will require some form of data migration, and will need active support from the ProEst implementation team to address issues related to system architecture and integration requirements. The goal of this phase is to import and consolidate all relevant client data to create a single, robust data base that can be leveraged for future estimating activities.

The goal of this third step in the implementation process is to tailor our platform to align with our new client’s specific business needs, user preferences and work processes—resulting in a system that accelerates adoption, maximizes their productivity and is uniquely their own. In order to ensure the right “fit,” the ProEst implementation team must understand our client’s business requirements, and make sure that the ProEst Administrator has a working knowledge of our system configuration, enabling any future additions or adjustments to the platform as needed.

Training new users is a crucial part of successful client onboarding. ProEst offers a variety of training options, all conducted by our experienced ProEst Implementation Managers. New users will participate in classes which include a Q&A and recap of the previous session. They are encouraged to practice independently, ask questions and request additional training support as needed, using the newly completed system configuration.

The end point of implementation is the go live decision, typically based on a meeting in which all stakeholders can share their thoughts, experiences, questions and concerns about the implementation process in an open, interactive, problem-solving forum. Feedback obtained will inform next steps: determining if the client is ready to “go live,” or if there are any outstanding issues that need to be remediated with further training, system re-configuration and/or other ProEst input and support. Based on the results, ProEst is ready to go live in the client environment. This is an important milestone for long term success!

In many ways, the conclusion of the ProEst implementation cycle marks the beginning of an important new chapter of client support, interaction and care. With ProEst serving a vital new role in our client’s daily estimating activities, we have forged an important business partnership and will continue to contribute our insight, experience and knowledge of the ProEst platform to help ensure their long-term success.