Implementing Innovative and Agile Planning and Analysis Solutions
Through our Planning System Implementation methodology, QueBIT strives to establish long-term relationships with clients. However, it is not our goal to encourage dependency. That’s why our most successful financial and operational planning system implementation projects are those in which the client helps build the system and embraces the process of skills transfer.
The QueBIT's Planning System Implementation process is successful because of our experience and adherence to best practices. We understand the best way to configure planning and analysis systems to achieve business agility. We use a consultative approach, giving the client options, telling them what works, and preventing them from going down the wrong path.
Our CARE Methodology
The QueBIT Collaborative Agile Rapid Enablement implementation (CARE) methodology is a unique approach to implementing innovative analysis software solutions. The CARE methodology maximizes the success of projects and empowers the client to take true ownership of the technology at the end of the very first project and achieve the lowest true cost of ownership.
True cost of ownership and real return on investment (ROI) are the two most important factors when prospective customers choose a planning and analysis solution. While competing solutions require significant incremental short-term and long-term implementation costs, QueBIT CARE methodology implementation projects offer a much more affordable structure.
CARE requires client developers and administrators to work side-by-side with the QueBIT implementation team to achieve a successful knowledge transfer throughout the duration of the project. This is the primary value proposition for selecting QueBIT for implementation projects. QueBIT has built a reputation centered on complete excellence and expertise, and the transfer of this knowledge to clients empowers them to achieve their goals.
Training
Whether your team is new to planning and ERP platforms or made up of experienced administrators and developers, QueBIT’s training team helps build the technical skills needed to confidently manage and use your systems.
QueBIT offers live, instructor-led training (onsite or remote) across planning and ERP environments, along with on-demand learning resources to support system adoption, optimization, and ongoing enablement. Our training is designed to accelerate user confidence, improve system utilization, and ensure your technology delivers long-term value.
For more information about available training programs, please contact training@quebit.com.
Our System Implementation Roadmap
Design
Executive Strategy Diagnostics
Incorporates input from key stakeholders unable to join the design phase, so solutions reflect long-term strategic goals.
Preparing the Client Team
Introductory training establishes key technology concepts for the team members participating in design.
Kickoff / Design Workshop
A 2–3 day meeting to identify deliverables, data requirements, and tasks ahead of the design phase.
Rapid Prototyping
Establishes conceptual design and scope using real data, validating ideas quickly.
Build
Preparing the Client Team
Builds client familiarity with key technology concepts and best practice ahead of the build phase.
Dividing Effort into Build Modules
The build is sub-divided into component deliveries ("modules"), facilitating skills transfer to the client.
Secure Administration & Workflow
Modules are built, tested, and refined; administration, workflow, and security complete the solution.
Deploy
Establishing Acceptance
User acceptance testing proves overall system functionality against agreed test scripts.
Getting Ready for Production
Training, documentation, and migration details are finalized for a smooth transition to going live.
Going Live
With Design, Build, and Test managed properly, going live should go smoothly — QueBIT supports you every step of the way.
“It was very important to me that the implementation project focused on knowledge transfer and that we selected a partner who listened to our input. I felt as though most companies we talked to weren’t listening to us but that wasn’t the case with QueBIT! They listened to our input, and we collectively determined the best implementation approach based on our priorities, involvement, and commitment. The results: we ended the project on track to kick off the budget cycle as scheduled and have the knowledge to adjust our budget models allowing for an agile budget process.”
- Andrea Bernier, CPA, Director, Financial Systems, Finance & Accounting
Request a Planning Session With a QueBIT Expert
Participate in an hour-long discussion with one of our Solution Architects and receive an agile planning roadmap to help your company progress along its journey to business agility.
