JAMIS IMPLEMENTATION
We believe that using separate systems within each department leads to inefficiencies, preventing your company from growing into its full potential. We will work with your firm's accounting, human resources and management teams to help you transition your back-office systems (accounting, contracts, HR, management reporting, budget and forecasting) into one integrated ERP system.
We specialize in JAMIS Prime Implementations and have successfully implemented all modules of this comprehensive ERP system for over 80 clients. Unlike many implementers, we take the time to truly understand your business. We request documentation and information upfront, which we take time to review, so we approach your implementation with an existing foundation of knowledge on your company’s needs. But we don’t stop there, because a JAMIS Prime implementation isn’t just about setting up an accounting system to meet your existing needs. Instead we look to where and how you WANT to be operating and help determine the best way to leverage the system to get you there.
Our breadth of prior experience has also allowed us to identify key best practices, including processes and output. From this, we developed the JAMIS Smart Start implementation- where we provide a pre-configured JAMIS Prime system, accompanied by a requirements document that outlines all of the configurations and decisions along with SDL-developed work instructions. In this manner, we accomplish a turn-key implementation quickly and with less stress. We focus on rapid invoicing, effective management reporting and staff training.
Here’s a look at the phases of a JAMIS Prime implementation project:
Introductions are made, roles and responsibilities are identified, and major milestone dates are established.
Two-way discovery - Clients are participating in master file training, effectively ‘discovering’ how to maintain their data in JAMIS Prime. And SDL is taking a deep dive into the customer’s current practices, focusing not just on where they are now, but where they want to end up. It culminates in an in-person discovery session, where we document the requirements for system configuration.
Two-way configuration - Starting with SDL’s configuration of the customer’s database, using the knowledge and decisions gained during discovery. Once complete, customers begin configuring their master files. This phase includes one of the two major hurdles for the customer: the configuration of their WBS (Work Breakdown Structure).
Customer is trained on transactional processing in JAMIS Prime.
Where the fun begins! Customers will use the knowledge they gained from the CRP, along with all of the good work they’ve completed in the configuration phase, to start testing their database. Includes mirroring inputs for a defined period of time and then analyzing the outputs.
Double checking that we’ve dotted our I’s and crossed our T’s - Confirming that the customers’ knowledge and their database are in a good state to go live
All systems are go! The system is made available for all employees and back office staff to use and access. Timecards, expense reports and all other transactions should now be entered in Prime!
Focus is on data conversion. Customer feeds SDL beginning balances from the legacy system and cumulative contract data. The second major hurdle is here- and that is loading and reconciling all of the CUBCUR (catch up billing and catch up revenue)- this is the cumulative contract data.
The customer is working to close their first month in Prime. This includes reconciling payroll, processing billing and revenue, allocations, actual rate calculations, and month end reconciliations which all lead to producing your monthly reports.
It’s not goodbye but see ya later! At this point, SDL will validate that the customer is a knowledgeable user of JAMIS Prime and is ready to be turned over to JAMIS Support. This effectively ends the implementation, but SDL is always available for follow-on JAMIS Prime assistance!
JAMIS Prime Products
Financial Management & Project Accounting
Time & Expense Management
Customer Relationship Management (CRM)
Asset Management
Contract Management
Business Planning
Distribution Management
Dashboards & Business Intelligence
What Our Clients Say
