By Samantha Dolan 07.23.15

Working as an account manager for Oversight Systems, I get a lot of questions from new customers who want to know about the system: Where do we start? Will it be overwhelming? What should I look for?  Working with a software system that audits 100% of transactions can feel like a daunting task at first, which is why we account managers take extra care to ease new customers into the process.  Here’s a little peek at what happens after the paperwork is complete:

  • First, we’ll have a kick-off call to explain what’s going to happen. During this call we’ll outline the implementation process and also discuss the goals your organization has in regards to using Oversight.

  • Next, we’ll discuss the automation process. At Oversight this means we’ll figure out the best way to receive your data each month, make sure everyone understands their responsibilities, and test the method to be sure everything works as it should.

  • Once the automation is complete, there’s the training phase or the “go-live” period. During this phase we’ll walk you through your system, answer any questions you may have, make refinements, and also teach you the best practices of using the tool. In this time period, we’re trying to give you a glimpse of what life will look like with Oversight and also to reassure you that the Oversight team will always be there to help when you need it.

After the go-live, it’s time to figure out the best way to use Insights on Demand within your organization. It’s important to remember that not everyone is the same and each person does things a little differently. What works for one happy client may not work for you, and that’s okay.

We’re constantly learning new ways of thinking or doing things from our unique clients. After the system turnover we frequently communicate with our clients, because we’re never going to stop helping or sharing new ideas with you. The Oversight team strives to treat customers like prospects so that they remain happy and always receive the best customer service.

See Related Blog Posts: Travel & Expense, Purchase Card, Procure-to-Pay, FCPA

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