Implementation that sticks - not just software switched on.
Great implementation demands deep, extensive product knowledge - so we don't implement everything. We continuously review the market, and hold a select set of platform partnerships with who we see as market leaders. When we implement, we deliver end-to-end: configured around how your firm works, adopted by your team, and supported through go-live.
We go deep, not wide.
Implementation demands product knowledge you only earn by doing it, over and over. That's why we hold a select set of partnerships rather than claiming to do everything - and why the answer you get from us is an honest one.
“We'll support you end to end - and we know this platform better than anyone.”
Full delivery, deep configuration, and a team that lives in the product. When a platform is one of ours, you get certainty - not a consultant learning it on your time.
We conduct the orchestra, so the change still lands.
If it's outside our partnerships, we bring our project management expertise to your change program - coordinating vendors and your team so the work still achieves its strategic aims.
Our team are constantly reviewing the market and always working with all kinds of providers. We are best placed to become the experts in the 'new thing' quickly.
See project managementA deliberate path from decision to done.
Understand
Where you're trying to go, what good looks like, and what's getting in the way today.
Design
The right configuration for your firm - setup around how you want to operate, with our advice along the way.
Migrate & integrate
Clean data migration and connected tools, so nothing important gets left behind.
Train & go-live
Your team trained and supported through the launch and beyond.
The data that runs your firm moves across in full - reconciled, checked and ready to work with from day one. We also do this as a standalone piece of work - see data migration.
Implementation vs optimisation.
Two engagements, one journey. Implementation gets you to a strong new platform; optimisation is where you keep pushing what it can do.
Getting you from point A to point B.
It covers data migration, system configuration, and guidance on adopting more efficient processes aligned to the software - all delivered to a defined go-live date. This sets a strong foundation, and you'll achieve real efficiency gains simply as a byproduct of moving to a modern platform. And the longer the implementation runway, the deeper we can go on re-designing how your firm works.
Point B, and everything after it.
Some refinement is inevitable once the system is live. Optimisation is the deeper consulting layer - redesigning end-to-end processes, then improving the data analytics that sit on top of them, embedding change across the organisation, and supporting continuous improvement over time.
Explore optimisationWe've seen where implementations go wrong - and built our process to keep yours out of that pattern.
Common questions
What do you implement?+
A focused set of platforms we know inside out, chosen for the accounting and advisory firms we work with. You can see the full list (which evolves) - and how the pieces fit together - on our Solutions page.
Do you implement every platform?+
By design, no. Great implementation demands deep product knowledge, so we hold a select set of platform partnerships rather than claiming to do everything. Where we implement, we support you end to end and know the platform better than anyone. Where we don't, we bring our project management expertise to your change program instead.
Will this disrupt our busy period?+
We plan implementations around your calendar, not ours. Sequencing, data cut-overs and training are timed to protect your peak periods, and we carry the load so your team can keep serving clients. But to manage expectations: implementation is a disruptive process, so be prepared to commit resources - we'll guide you on how much you'll need.
What happens after go-live?+
Go-live is a milestone, not the finish line. We stay for stabilisation, and many firms move into an ongoing optimisation relationship so the platform keeps pace as it - and your firm - evolves.
How long does a practice management software implementation take?+
For a single-office firm moving to a platform like FYI or Xero Practice Manager (XPM), plan on three to six months from kick-off to a settled go-live. Multi-office firms, and firms carrying years of data in a legacy system, run longer. The variable is almost never the software - it is how quickly the firm can agree its own process. Rushed jobs lead to disaster, so if we think the timeline is too tight, we'll say so.
What makes practice management implementations fail?+
Three things, in this order. Communication. Internally with your own team, and with ours. Decisions get made in a meeting half the people did not attend, so they are never properly understood or owned. Ownership. Nobody inside the firm is accountable for the project, so decisions wait on a partners’ meeting that keeps getting rescheduled. Process. The firm lifts its old way of working into the new system unchanged, so it pays for software and keeps the same problems. Failure is rarely the platform.