Our Proven Process

30-Minute Introduction

From accounting software to project management platforms, The Bangert Way starts with a 30-minute introduction. We use this time to introduce who we are, who you are, and share our proven process.

• Agenda
• About Us
• About You
• Our Platforms
• The Bangert Way
• Next Steps

Proposal

Our Proposal outlines products and services and helps your company facilitate internal buy-in of the proposed solutions. We also outline a timeline from payment to completion to ensure expectations are clear, open, and honest.

• Estimate and Timeline of Products and Services
• Global Team Buy-In
• Yes or No Decision
• Payment

Kick-Off Call

The first step in implementing new technology is getting started on the right foot. Our kick-off call is designed to get your project off the ground and make sure all stakeholders are committed to the timeline and proposal agreed upon.

• Meet Your Implementation Team
• Review The Proposal and Scope
• Schedule Your Implementation Planning Sessions

Implementation Planning

A great implementation experience starts with a great plan. During implementation planning, we will take you through each session, what to expect, and what to prepare for.

• Review Bangert’s Implementation Plan and Online Project Management Tools
• Establish The Implementation Cadence
• Schedule Implementation Sessions

Implementation

We will be with you every step of the way throughout your implementation. From setup and configuration to workflow to training and more, Bangert consultants will ensure your team is confident and trained thoroughly.

• Carry Out Implementation With Your Participation
• 25% – 50% – 75% Crucial Check-Ins
• First Milestones Executed

Integrity Check

• Check For Knowledge Gaps
• Review System Integrity
• Review Ongoing Support Options
• Make Recommendations And Schedule Next Steps