Quiz: Implementation phases

This is a true/false quiz.

Click the question to see the answer.

1. The Planning and Discovery phase is not very important.

   False. The Planning and Discovery phase is one of the most important phases of your implementation. Without clear goals, a well-defined plan, buy-in from people in your firm, and good communication between you and your consultant, the implementation will be difficult.

2. The Before Beginning Balance Date phase is when you set up your firm's data in Ajera and use the sample data to run through your normal workflow.

   True. The purpose of the Before Beginning Balance Date phase is twofold: (1) To verify that your firm's data is entered correctly into Ajera, and (2) to ensure that you are comfortable performing all the tasks you need in Ajera, such as set up projects, enter time and expenses, pay vendor invoices, change client invoices, and print reports and inquiries. By the time you "go live" after your beginning balance date, the Ajera tasks and workflow should feel natural to you.

3. You can use Ajera for your firm's accounting and project management before the beginning balance date.

   False. Ajera does not allow you to enter transactions before this date.

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