START YOUR TRANSITION TODAY
We guide organizational transitions very carefully, with a detailed plan and timeline to be sure the changes are smooth and seamless during the new client transition process. Within 30-60 days, we become knowledgeable on the culture and industry; as well as become acclimated to the technology, resources, and data already available.
WE MAKE TRANSITIONS SMOOTH BY:
- Creating a comprehensive plan
- Holding meetings with key stakeholders throughout the process
- Analyzing your strategies and recommending new approaches
- Surveying members, the Board, vendors, and sponsors on feedback and priorities
- Determining exactly what you need and how we can help you
- Upgrading systems to state-of-the-art platforms
- Obtaining records, updating accounts and facilitating information transfers
- Developing processes, policies, and procedures specific to your organization