The Need for a New Business Solution
Organisations, large and small, are pressured by investors, government, clients, and communities to efficiently plan, report and monitor program performance while also ensuring regulatory and financial compliance. This leads to organisations needing to adopt new management systems for their business processes. Often organisations are faced with a stark choice when adopting a new management software system. Do you realign to fit or face expensive custom development? An effective approach is to integrate core business systems with purpose-built software designed for optimal fund and business process management. Now, what is the way to successful software implementation?
Implementing Enquire as your New Software Solution
At Tactiv we have a unique approach when it comes to the implementation of our fund management solution Enquire. Enquire goes beyond most software as a service (SaaS) options by employing our successful implementation methodology to workshop, analyse, configure, and deploy a system configured to your exact specifications. This means that you can deliver full fund lifecycle improvements across your business processes when you implement Enquire. Enquire’s in-depth and flexible configuration means your business processes are quickly and easily adopted, and improved. It therefore ensures maximum benefit from adopting a fund management software system.
Enquire’s implementation follows a best practice methodology using a flexible, experienced, and scalable team. Our methodology is adaptable to your needs and is well practiced across a wide variety of organisations. This ensures you achieve financial returns through efficient and effective implementation, change management and training. Additionally, Enquire offers ongoing support by integrating with your existing solutions, and through our ever-growing range of resources.
So, what does it look like to adopt and implement a purpose-built fund management system, such as Enquire? Let’s break this process down into 6 easy steps.
6 Steps to Implementing Enquire
Analyse and Collaborate
Tactiv’s analysts work directly with you to assess and review your requirements. Using workshops and process mapping we set you up with a tailored implementation plan. This in turn provides an exceptional opportunity to improve and streamline your existing processes and systems by working through your requirements.
Communicate and Transform
Now that we have determined requirements, it is critical to communicate and work with all stakeholders to review, revise, and gain support for the approach to implement Enquire. Examples of these requirements are an updated grant application, a contract template or complex changes like performance reporting data and scheduling.
Design and Interact
Even though Enquire is a highly configurable system, our analysts will undertake design work to ensure your requirements are clear and the process flows as it should. This could include work to test process maps, review new reporting templates or system forms. Additionally it involves a wide range of stakeholders to ensure what is envisaged is what is needed.
Develop and Test
Coding client specific configurations in Enquire happens quickly because it is based on a flexible component-based system, but also because of the time and effort put in throughout the earlier stages.
Tactiv’s test and quality assurance team delivers all development work fully tested, ready for client testing. Also, all testing issues are resolved prior to proceeding with deployment of Enquire.
Implementation
Enquire is a SaaS system. This means it is an application deployed from a central secure cloud-based environment. Clients therefore only need an internet connection and a browser to access Enquire.
Tactiv’s Enquire analysts prepare an implementation plan that includes migrating data, generating users and other critical work to ensure it is ready for your use.
Training and Change Management
Alongside implementation, Tactiv project managers work with your team to prepare training that is specialised to your unique configuration. During the final stages Tactiv consultants will also contribute to your change management plan and activities to make sure you maximise the adoption and benefits realisation of Enquire. Our experience in implementing Enquire across a wide variety of clients delivers insights and approaches that will help your organisation adopt Enquire more readily.
After Enquire has been fully implemented, training and support are continually available. A range of support options are readily available, such as face-to-face training, video conferencing, webinars, detailed help information online and direct support from the Enquire Help Desk assistance.
Integrating Enquire with Existing Business Systems
In addition to these six steps our team is happy to help establish integrations with your existing business systems. Here we can see what this process looks like, and also why you should consider integrating systems to maximise efficiency.
The lack of integration between systems can complicate business processes and decision-making. Much of this is related to poor information management, with many organisations unable to easily share and access data across all business areas. Working with duplicated and erroneous data and processes is time-consuming and are not efficient nor supportive of organisation-wide needs. Collating, reconciling, and verifying data requires substantial resources that could otherwise be focused on delivery.
By implementing Enquire you can complement parts of existing business operations. The software can be integrated with a variety of existing internal systems so organisations can better meet their business challenges, while leveraging their existing software investments. Organisations can retain their flexibility and ability to scale up or down, without replacing existing systems.
Integrating existing systems with Enquire is based on understanding each organisation’s goals and challenges. Tactiv’s consultants work with organisations to understand:
- What information needs are not being answered?
- What information is critical to streamlining operations?
- How much does the lack of integration cost?
- What level of integration is really needed (real-time, overnight, monthly)?
- What actual return will integration bring in the short and long term?
By integrating existing business systems, like SharePoint, ArcGIS, QuickBooks, and more, with Enquire, organisations can create a bridge across these separate systems to deliver the information needed to support better business performance, reporting and management.
Benefits of Enquire
Tactiv’s Enquire offers organisations an opportunity to improve their management and administration of funding programs. Through our well-practiced methodology and experienced project managers and analysts your organisation can drive business process improvements that will streamline decision-making, contribute to organisational performance management, and save time and money on managing data when you implement Enquire.
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