Migration process

Effective transition methodology to ensure that your business processes are transferred with minimal disruption.

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Phase 1 - Project evaluation

QXAS US transition team works with you to gain an understanding of the nature and volume of your accounting firm and business processes.
Build step-by-step migration roadmap
Assess and mitigate risk
Develop detailed plans for staffing, technology, infrastructure and monitoring & reporting

Phase 2 - Agree Target Operating Model (TOM)

Working in conjunction with your accountancy practice, the data gathered during the evaluation stage is used to determine an appropriate Day 1 operating model.

Phase 3 - Integration plan

Evaluation process and TOM are fully documented and mutually agreed upon Plans are executed such as assigning staff, installing appropriate technology, preparing training materials, training new recruits, etc.

Phase 4 - Transfer and transition

This is perhaps the most important step in the transition process. It involves the following:
Moving to operational running in “pilot” mode
Initiating process monitoring and dashboards
Ongoing communication with stakeholders

Phase 5 - Transformation

Once the transition has taken place, it is important to evaluate the process on a continuous basis. QXAS US ensures that:
Monthly or weekly meetings take place with the clients
Performance is reported
SLA metrics are tracked
Improvement plans are created and executed on-the-go

CHECKLIST

8-POINT CHECKLIST FOR CHOOSING AN ACCOUNTING OUTSOURCING PARTNER
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