Implementation Training and Support

Book A Demo
AA Banner Element

Implementation Consultancy

Account-Ability offers flexible implementation services depending upon customer preferences and requirements. In all cases the service is designed to maximise the business value and benefits you obtain from Corporate Planner software. Implementation consultancy is designed to achieve:

  • Fast, transparent and progressive implementation
  • Minimal disruption to ‘business as normal’ operations
  • Exploit the self-serve capability of Corporate Planner software so that you have minimal dependence on on-going consultancy
  • Skills transfer
Multiple Scenarios for different stakeholders

Within this framework, our implementation service commences with a meeting to:

  • Agree and confirm the requirements, define the overall design, and to identify the sources of data, and outputs/reports etc
  • Confirm the implementation methodology which will vary depending on the customer’s preferences from:
  1. Collaborative implementation working from ‘day 1’ directly with key ‘designer users’ jointly configuring the solution
  2. Account-Ability front-ending the initial configuration and progressively involving users as implementation progresses
  3. Full turnkey implementation with handover, user training and ‘customer ownership’

The second option often appeal to customers since it minimises resource being ‘diverted from the day job’, whilst ensuring speed of implementation, effective skills transfer and customer ownership

Health

Training

Account-Ability provides training that is:

  • Focused on your specific Corporate Planner solution and models, comprising:
    • Initial training of ‘power users’, in all aspects of model operation, data import, reporting and maintenance (eg adding new cost centres, accounts, reports etc)
    • Training of the wider user group if you require this (frequently the customer will do this themselves using the ‘power users’ who have already been trained by Account-Ability)
    • Refresher training
  • Generic training courses and material can be provided by Account-Ability.

Account-Ability is also developing a number of general training videos for customers to access.

In addition, the software developers, CP Corporate Planning, run training courses for all customers. These are either online or at Corporate Planning offices. For a latest list of Corporate Planning courses:

CP Training Courses
Contact Us

Support

Account-Ability Ltd provide a first line of support for Corporate Planner to all our customers. Customers can contact Account-Ability consultants directly via email. 

A second line of support is also provided via Corporate Planning AG to all Corporate Planner users.

If you are unsure who to contact you can raise a support ticket via the support form below

"We've been using Corporate Planner for more than twenty years. The solution is ideal in that it enables us to visualize new and increasing demands again and again. We greatly appreciate this flexibility and the ongoing development of the Corporate Planning software."
Senior Financial Controller
Digades
“With Corporate Planner, reports are created and sent automatically, and we can now run dynamic analyses.”
Peter Erbeznik, Head of Commercial IT
Moser Holding
“The Corporate Planning solution simplifies and speeds up our work enormously.”
Daniel Bohnke, Head of Corporate Performance Management
DRK
“Data evaluations that would have previously been produced just once or maybe twice a year can now be retrieved at any time.”
Claudia Scholz, Head of Administration
GWO
“The software is easier to handle than other solutions, and the display of the results is much more clearly arranged.”
Stefan Keining, Commercial Director
Franz Ziener
“We have created a transparent platform that has been well accepted by the staff, as all 250 users are now talking about the same figures. This has provided us with a faster flow of information and improved our understanding of the costs.”
Danny Claussen, Head of Controlling
HKL Baumaschinen
“Corporate Planner is perfect in helping us monitor and improve our reporting processes.”
Thomas Diezmann, Managing Director
Episerver

Book A FREE Demo Of Our Software

If you're looking for a budgeting, planning, forecasting, and reporting process book your demo with us today!

Reliable
Quicker
Resource-Efficient

5 Ways To Reduce Time On Budgeting And Forecasting

Are you looking for ways to make better decisions for your business? If the answer is yes, we have just the resource for you! Our guide is designed to show you how you can save time on budgeting and forecasting in your business.  

Open Hardcover Book Mockup AA
View More FREE Guides
Discover More

Fill In Your Details To Get Your FREE Guide

Related Articles

From Our Blog

Stay up to date with what is new in our industry, learn more about the upcoming products and events.

How the Worsening Financial Situation in Higher Education Changes Forecasting Needs
A close up of an accountants hand using a corporate planner to assess the worsening financial situation in higher education.

How the Worsening Financial Situation in Higher Education Changes Forecasting Needs

Nov 28, 2024 10:00:00 AM 3 min read
What Are The Benefits Of FP&A Software?
A laptop representing the benefits of a forecasting software

What Are The Benefits Of FP&A Software?

Nov 4, 2024 10:00:00 AM 3 min read
What Is Your Business’s Worst Case Scenario And How Do You Prepare For It?
A businessman is worrying about his business's worst-case scenario and considering using Forecasting Software to prepare.

What Is Your Business’s Worst Case Scenario And How Do You Prepare For It?

Oct 23, 2024 10:00:00 AM 2 min read
View More Blog Posts