CS Professional Suite & Onvio

Engagement CS Implementation

Expert Consulting for Our Financial Audit and Workflow Software

Maximize Success and Organize any Professional Engagement

Engagement CS Implementation Consulting provides your firm with the necessary steps to streamline your tax and accounting workflow and ensure a complete, accurate, and cost-effective audit engagement every time. This program analyzes your firm's processes, focusing on decisions related to business procedures that incorporate Engagement CS. You’ll receive training, advice, and guidance to refine processes and make the most of your Engagement CS investment.

Why Choose a Custom Consulting Program?

With a custom implementation program, your firm receives the highest level of involvement from your dedicated consultant in order to minimize the time spent by your staff independently working on software setup and configuration. Firms choose this option for many reasons, including:

  • More than one product or product modules are being implemented.
  • To increase the firm's overall success rate and minimize implementation time through best practices recommendations.
  • To address process changes that may occur with the implementation of a new product or changes that will occur as more processes are centralized.
  • Your firm would like the decisions made throughout the process documented via a customized implementation plan.
  • The firm has had limited experience in implementing new engagement applications.
  • Multiple departments or offices plan to use the product(s) in different ways.

Why Choose a Standard Consulting Program?

With a standard implementation program, your firm receives a high level of involvement from your dedicated consultant, focusing on specific topics. Firms choose this option for many reasons, including:

  • Only a limited number of products or product modules are being implemented.
  • A limited number of people at the firm are involved in the decision-making process.
  • Your firm is familiar with the software implementation process.

Why Choose a Web-Managed Consulting Program?

With web-managed implementation, your firm receives training-focused guidance from a dedicated consultant via the web as well as a customized Program Guide and detailed training guides. Firms choose this option for many reasons, including:

  • Convenient one-on-one consulting via the web.
  • Certified trainers providing focused training sessions.
  • Regular skills assessments.
  • Review sessions with your consultant and peer firms are conducted to compare decisions and skill assessment results.

See also: Engagement CS Product Optimization