Training + Testing & Customizing Your Database
Estimated Time: 6 weeks
Now that your test data has been migrated and Super Users have access to the database, it’s time to learn how to implement Centerbase best practices for short-term and long-term success!
It is during this phase where you should expect to dedicate more of your time to the Centerbase migration. Our Implementation Manager, Alexandra Furr, encourages firms to “do the work early” because it is easy to get overwhelmed after the final migration. Results have proven that the more time and effort your firm can invest into this phase, the more successful the transition will be.
Additionally, we use Phase 3 as an opportunity to establish and coach your firm’s Super Users. Super Users include your system administrators or personnel or any individual from different departments within your firm who have the strongest grasp of the new software and who will be in charge of the Centerbase migration. The goal of these users is to be prepared and make sure that the objectives of each training session are being met and discussed.
Your Project Manager will work with your designated Super Users to schedule and implement a customized training plan. Super Users should plan to attend all training sessions and can decide if additional users should join certain sessions/topics.
Training topics include:
- Super User/Admin
- Security ***
Training classes will be scheduled by your Project Manager and your Implementation Specialist will check-in with you every two weeks to see how training and testing is going. It is at this time where we will also answer any questions you may have leading into the final migration.
Phase 3 Takeaways
What you can expect from the Centerbase team:
- Schedule out all of your training sessions
- Send your firm recordings of each session
- Assist with the setup of eligible partner integrations
What Centerbase will expect from you:
- Attend all training sessions
- Block out time to login to Centerbase and test the system
- Customize your database
- Organize a list of questions to review with your Implementation Specialist
- Approve bill templates
- Perform data clean-up or manipulation in current system for final migration
When to do Security Training?
Some firms take the less is more or the “we don’t want too many cooks in the kitchen” approach and others want testing from every department beforehand. Truth be told, it’s all about finding the perfect balance and what is right for your firm.
For example, some firms have provided feedback that they would like to receive security training once all of the other sessions have been completed. This gives the firm a chance for the Super Users to learn all of the functionality first before granting users access to certain records and granting them permission to perform certain functionality.
In other cases, firms have also provided feedback saying that they want to lock down records as early as possible to grant more users access during the training/testing phase.
Again, there is no one right way to do things! It is throughout this phase where we will uncover what will work best for your firm.