Atominvest has implemented hundreds of GPs with our hard-working customer success team and tried & tested implementation process. Here are some of our best tips to make your implementation as painless as possible:
- Clearly define milestones & needs: GPs need to have a clear understanding of time requirements before starting the project. This ensures software providers can effectively plan the implementation process but also encourages the fund manager to complete their tasks according to schedule. Atominvest will always provide a clear implementation plan with suggestions & deadlines, incorporating the client’s requirements.
- Clearly define project roles: clients should clearly roles internally to help complete the implementation with as little friction as possible. It helps to have a lead project manager and chosen representatives for specific parts of the project.
- Understand what is required from fund managers: implementation is a collaborative process between the provider and the client. One of the key roles of the provider is to ensure the GP knows exactly what they need to provide, Informative templates alongside sample data can be helpful.
- Communication: there needs to be effective communication between staff, management, and vendors. This will ensure clarity regarding goals and needs. In addition, if goals/needs must change, clear communication will allow a smoother transition for all parties.
- Accessible resources: GPs can find information easily without having to directly contact the provider for every issue they encounter. For example, Atominvest provides a detailed knowledge base to help our clients through their problems. However, our Sales & Customer Success team are always on hand to help when needed
Implementation does not have to be scary! Atominvest has undergone this process numerous times with a wide range of clients. If you are interested in learning how to ensure that implementation is as smooth & painless as possible. please reach out to: info@atominvest.co