www.pace2020.com | see the possibilities… implementation/account management overview fusion 08...

www.pace2020.com | See the possibilities…

Implementation/Account Management Overview

Fusion 08

Lori Simmons

What to expect from Pace

• Pace Project Team• Customer Project Team• Training Methodology• ePace Project Timeline• What Happens After ePace is Live



Pace Project Team

• Account Representative• Software Implementer• Accounting Specialist• Other Departments

Account Representative

• Purpose of the Account Rep:– Manages the Implementation Project.– Communicates weekly with customers and

Implementer, assists customers with needs, updates the parent job, and sends weekly status reports.


Software Implementer

• Aspects performed by the Implementer:– Bring a customer live on ePace.– Reviews the Implementation Project and suggest

changes. – Performs the training for their assigned accounts,

specialty areas, or assists with other accounts as needed.


Accounting Specialist

• Aspects performed by the Accounting Specialist:– Brings the accounting modules live on ePace.– Performs the training of all accounting modules.


Other Departments

– Professional Services• Customizations

– Product Development• Product Enhancements

– Support• Question/Resolution

– Sales• Additional Purchases

– Upgrades• New Releases of ePace


Customer’s Project Team

• We have found the most effective customers have the following lead people in place.– Project Coordinator/Lead– Estimator– Production– Accounting – IT


Training Methodology

• Gain A Baseline Knowledge Of ePace

– Quick Start Guides (QSG)

– The University of Pace (UNP)

• Apply The Baseline And Set Up Data

– Online Training Sessions

– Onsite Visits

• Fast track setup (Page 11 of IRG)Seminars at Pace:

– Accounting

– Estimating

– Production

• Pace To Set Up Customer Data – New Offering

– Setup Can Be Module-Specific

– Customer Provides Information, Feedback, And Sign-Off


ePace Project Timeline

• Appliance• Review Of Modules Purchased – New Offering• Getting Started Session• Setting Up ePace

– Estimating Focus– Accounting Focus– Production Focus– Pace To Setup ePace and Train On Use


Setting Up ePace – Estimating Focus

• Items Necessary In ePace To Begin:– Departments/Cost Center/ Activity Codes– WIP categories– Customers– CSR/Salespeople

• Training Options:– UNP & QSG– Online Sessions– Onsite Visit– Estimating Seminar– Pace Data Setup


Setting Up ePace – Accounting Focus

• Items Necessary In ePace To Begin:

– Customers

– Sales Categories

– Chart Of Accounts (COA)

– Vendors

– CSR/Salespeople

– Open AR/AP/GL For Go Live

• Training Options:

– UNP & QSG

– Online Sessions

– Onsite Visit

– Accounting Seminar

– Pace Data Setup


Setting Up ePace – Production Focus

• Items Necessary In ePace To Begin:

– Departments/Cost Center/ Activity Codes

– WIP categories

– Customers

– CSR/Salespeople

– Sales Categories

– Employees for Data Collection

• Training Options:

– UNP & QSG

– Online Sessions

– Onsite Visit

– Accounting Seminar

– Pace Data Setup


Pace To Set Up ePace & Train To Use

• Pace Completes An Onsite Analysis Of Customer’s Processes.

• Pace Enters Data Into ePace Estimating.• Customer verifies information.• Pace Teaches The Customer How To Use ePace

Modules.• Customer reviews results and signs off on data.


What Happens After ePace Is Live?

• We consider your ePace Project Live when– There is meaningful data on the system that you cannot afford to purge.– Previous MIS system is either no longer in use or running in parallel.

• Transition From Implementer– Occurs if either of the following conditions are true:

• Live on all modules purchased.• Live on two modules and not ready for the remainder.

– The Account Representative will continue to call you over the next three months to see how things are going and if we can help with anything.

– Afterwards, your account will be transitioned from the Implementations department to the Account Management department for continued service.



Questions and Answers

www.pace2020.com | see the possibilities… implementation/account management overview fusion 08...

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