Implementing Cimplico Workpapers is a flexible process, and there are several options to suit your firm’s needs. This article provides an overview of internal and external implementation approaches, along with rollout strategies like direct, phased, or pilot implementations, to help you choose what works best for your team.
Internal vs External Implementation
When implementing Cimplico Workpapers, you can choose between internal and external approaches.
Internal Implementation: Your in-house team manages the entire implementation process, including planning, configuration, and rollout. This option is ideal for teams with sufficient expertise and resources.
External Implementation: An experienced third-party implementor assists or manages the process. This is a great choice if you prefer expert guidance or lack internal capacity.
For a detailed breakdown of each approach, see:
Direct vs Phased vs Pilot Implementations
Once you’ve decided on an internal or external approach, you’ll need to determine the rollout strategy. Each option has distinct benefits and considerations.
If you’ve opted for an external implementor, they can provide expert guidance on selecting the best approach for your firm based on your specific needs and goals.
Direct Implementation
Often called the 'big-bang' approach, this is a full transition to Cimplico Workpapers in one step.
Pros
Faster adoption.
Immediate access to full benefits.
Simplified training schedule.
Cons
Higher risk if issues arise.
Requires significant preparation and resources upfront.
Phased Implementation
A gradual rollout, introducing Cimplico Workpapers to one department or project at a time.
Pros
Easier to identify and resolve issues.
Lower risk of disruption.
Staff can adjust gradually.
Cons
Longer overall transition period.
Can require duplicating effort during the transition phase.
Pilot Implementation
A trial rollout with a small team or project before wider implementation.
Pros
Allows for testing and refinement.
Identifies challenges early on.
Generates internal advocates for the software.
Cons
Limited immediate benefits.
Additional effort to transition from pilot to full rollout.
By understanding your organisation’s needs, resources, and priorities, you can select the implementation strategy that ensures the most successful transition to Cimplico Workpapers.