At Empaxis, we have nearly two decades of experience delivering operational excellence through digital transformation and systems integration expertise.
Software implementation is a foundational part of that transformation, and investment firms must turn to specialists for a successful outcome.
And foundational to a successful outcome is putting together the right team of implementation experts.
When we assess a software implementation project, we do our due diligence to find the best resources for that project. Below are the people we assign, the processes for selecting them, and what we expect from them.
The Project Manager (PM) is the first person we assign. We expect this person to be the ultimate subject-matter expert, your go-contact, and the one who is responsible for managing the team, timelines, and delivery.
Being the expert, the PM must know the ins and outs of the platform they’re working with, anticipating potential pitfalls with implementation, as well as overseeing the building out of staging/testing environments that deal with bugs and other obstacles.
Success or failure rides on their shoulders, and for our part, we ensure the greatest success by identifying certain traits of a winning PM:
Accountability is everything. Not only are they expected to maintain open lines of communication with you, the stakeholder, they are to report regularly to Empaxis executive management. We incentivize Project Managers to deliver results, further aligning our interests with the client.
Before any development can take place, the Business Analysts work with the Project Manager to assess the software and implementation process.
At Empaxis, our BAs will:
The BAs' involvement often spans the entire project lifecycle, from the initial planning and requirements gathering to the post-implementation support phase.
And with the work gained From there, the PMs will know who else they need for their team and how to guide their strategy.
Assembling this team of developers and specialists, the Project Manager is responsible for laying out team roles, expectations, and timelines.
These implementation experts themselves will be responsible for:
Passive implementers are team members who are not immediately assigned to the project when it starts.
Instead, they are brought in to perform specialized tasks to help advance the project when their presence is needed.
For example, unexpected challenges may arise that require workarounds in the software. After all, not all software will meet an investment firms' needs without some degree of customization.
The passive implementers will come in and develop a custom solution, be it deploy an automated bot or write code to execute a function.
It’s one thing for the software implementation team to build out a solution, but it’s another to build out a user-friendly and beautiful solution.
The UI/UX developers are trained to think about the client experience. They need to create a design that is functional, easy-to-use, and as foolproof as possible.
As mentioned before, Empaxis places great emphasis on accountability and transparency.
Our team, with the Project Manager being the primary point of contact, will be responsible for providing regular updates and showing progress to the client.
Empaxis will be responsible for testing out the solutions and allowing the client to test it out for themselves, providing feedback.
After rounds of testing and reiterations, as well as proving the successful completion of milestones, our team will ultimately be ready to take the implemented software from a testing or staging environment into the live environment.
The "go-live" process is a critical phase in the software implementation lifecycle. It marks the point in which the new system is officially launched and becomes operational for end-users. The process involves several key steps to ensure a smooth transition from the old system to the new one, including:
And once it's all done, then it's time to celebrate!
At Empaxis, we always recognize our software implementation teams for the great work they do. These projects require a great deal of skill and precision in the work performed, as there is little room for error.
But once the celebration is over, then it's time for post-implementation procedures:
At Empaxis, we understand the challenges investment firms face with software implementation, as well as the challenges for software companies themselves in implementing their own solutions for their clients.
Success begins with assembling the right group of people who truly understand your setup and appreciate the details that go into a successful implementation.
As you can see in our approach, we follow best practices when it comes to building out a team, creating the strategy, ensuring accountability, and delivering on our promise of success.
With so much at risk in doing it yourself, it’s better to trust in the expertise of a software implementation team that has proven itself capable. Empaxis is here and ready for your next implementation project.
Learn more about what makes Empaxis best suited as your partner for implementation.