Preparing for Implementation

Whether you're implementing GoldFinch on your own or with the help of a GoldFinch Implementer, there are several key steps you can take to ensure a smooth and successful implementation.

1. Assign a Dedicated Project Lead

• The Project Lead will work closely with the GoldFinch Implementer or internal staff to coordinate all project activities.

• This person should have a deep understanding of your business and will take an active, hands-on role throughout the implementation.

• The Project Lead will also be responsible for coordinating the activities of other team members, ensuring that the project remains on track.

• For smaller companies with less complex implementations, the Project Lead may also serve as the Super User.

2. Consider a Steering Committee or Executive Sponsor

• Depending on the size of your company and the complexity of the implementation, you may want to establish a Steering Committee or assign an Executive Sponsor.

• Typically, this involves key finance, IT, or other executives who guide the project and help resolve critical issues and roadblocks.

• The Steering Committee or Executive Sponsor also serves as a champion for the project, helping to rally the organization and prepare users for the upcoming changes.

3. Appoint Super Users

• Super Users will play a vital role in the implementation, assisting with system testing, training, and documentation.

• These individuals may also take on roles in change management and communication, helping to drive adoption and facilitate a smooth transition.

• In addition to the Project Lead, having at least one Super User will ensure broader coverage across various departments.