Maximize Success and Benefit from Information Sharing
NetClient CS Implementation Consulting provides your firm with a road map to using client
portals successfully. Designed for both new and experienced users, the program provides
a consultative overview of the latest best practices and a thorough analysis of your
portal processes and procedures, as well as the design and setup of your portal. With this
program you can ensure that your firm's portals continue to operate smoothly, and that you're
taking full advantage of your NetClient CS investment.
Why Choose a Custom Program?
With a custom implementation program, your firm receives the highest level of involvement
from your dedicated consultant. Firms choose this option for many reasons, including:
- 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.
- Your dedicated consultant can act as a guide to reach decisions.
- The firm has had limited success with implementing new tools or, more specifically, the firm has never implemented client portals.
- More than one product or product modules are being implemented.
- Multiple departments plan to use the product(s) in different ways.
Why Choose a Standard 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.
- Only one department is implementing NetClient CS client portals.
- Your firm has previously used client portals.