System Implementation

To book a complimentary discovery call with us, follow the Get Started link below.

 

If you're new to Xero and want to learn some more about Xero Practice Manager features visit XPM Introduction

For other queries get in touch. We’d love to chat with you.

Our Implementation Service


The following is included with all of our intermediate and advanced implementation packages.

  • End to end project management and delivery of your XPM implementation.

  • Best practice insights and advice to help you configure XPM for your practice.

  • Consideration of your wider tech stack, practice apps and assistance with integrated apps.

  • Invaluable expertise and in depth knowledge across the entire Xero HQ platform.

  • Accurate and fine tuned data migration service so you end up with exactly what you need without unnecessary legacy data.

  • We build you a suite of customised reports allowing you to analyse quality data from day one.

 

Project Duration

Depending on the practice requirements, the estimated time to go live is generally between 4 to 12 weeks, although this is really up to the business and strategic plans. Practices may also have motivating factors to get up and running quickly e.g. due to licencing or systems changes.

Of course if you have the resources and time, this can also help shorten the length of the project. Usually firms tend to go live at the beginning of a selected month to make for a clean transition, although for progressive billing practices any cut over date is fine. 

For practices considering their wider application deployment (e.g. document management, corporate secretarial, CRM, e-sign etc, we often collaborate together to set a broader timeline and goals.

Training included

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In depth training covering all modules including:

  • Income tax return preparation (NZ/AU)

  • GST Returns / BAS lodgement (NZ/AU)

  • Tax statements & notices (NZ only)

  • Tax payment letters (NZ only)

  • Administrator training

  • General training & timesheets

  • Disbursements

  • Managing WIP & invoices

  • Debtors in XPM and Xero

  • Standard & custom practice reports

Common Challenges With Self Implementing

These are the some of the common challenges that practice's tend to face when considering to self implement XPM or if they would be better to get some assistance from an implementation partner.

  • Lack of available time.

  • Not enough people or resources to help manage/deliver the project.

  • Incorrect set up leading to inefficiencies and errors (costing significant time and $$$).

  • Lack of expert guidance leading to ineffective work flow processes within XPM (avoiding common errors).

  • Extensive formatting requirements when working with large amounts of import data.

  • Ability to handle import errors and ensuring accuracy over your imported data / balances.

  • Uncertainty about the overall tech stack and how XPM fits with other applications / processes.

Pricing considerations

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  • The complexity of the systems that data is needing to be migrated from (some data attributes may take more configuration or analysis than others).

  • The volume of data being migrated.

  • Number of databases you need migrated / merged.

  • Number of XPM accounts you need configured (e.g. multi site firms).

  • For larger teams additional training sessions that may be required

  • Implementation / consulting advisory services for other applications, process design etc.

  • Travel costs for onsite visitations.

Importantly we want to ensure that your expectations are met, and that you have a successful migration to XPM. So therefore we offer an obligation free meeting to have a chat with us about this first, discuss your goals needs and put together a quality proposal for you.


Select the Get Started button below and help answer some background questions to get underway and set up your meeting with us.