Back to the form

Before kickoff · Thornbury Grounds

Your project: every question

For Dorian, CFO. About 10 minutes online, due Fri Nov 27. Kickoff is Mon Nov 30 at 10:00 AM.

1. Your project team for kickoff, Mon Nov 30

Who does what on your side. We've filled in the names from our calls; edit any that are wrong. Confirm each line, or write what's different.

  1. Dorian Kessler, your CFO, is the project sponsor. (Our call on Nov 10)
  2. Mireille is our day-to-day contact. (What we assumed)
  3. Tamsin Holt, your AR lead, owns Cash application. (Our call on Nov 10)
  4. Bram Okafor, your AP lead, owns Invoice routing. (Our call on Nov 10)
  5. Mireille Ashby, your controller, owns Inbox triage. (Our call on Nov 10)
  6. Lennox Varga, your VP of operations, owns Ops scorecard. (Our call on Nov 10)

2. What success looks like for go-live, wk Feb 15

Where things stand today, and where you'd like them. We measure against these after go-live. Confirm each line, or write what's different.

  1. Cash application: Days to post a week's deposits. Today: 3 days (Our call on Nov 10). Your target:
  2. Invoice routing: Invoices keyed in by hand. Today: 100% (Our call on Nov 10). Your target:
  3. Inbox triage: Hours an email waits for a first look. Today: 30 hours (Our call on Nov 10). Your target:
  4. Ops scorecard: Hours a week spent pulling reports. Today: 10 hours (Our call on Nov 2). Your target:

3. Your plan for kickoff, Mon Nov 30

The plan we've drafted, from kickoff to go-live. If something clashes, drag a phase to suggest another date; we confirm it at kickoff. Confirm each line, or write what's different.

  • Who comes to kickoff: Dorian Kessler, CFO; Mireille Ashby, controller; Lennox Varga, VP of operations.
  • Month-end close: the first 4 working days of each month.
  • Who’s away during the plan, and when? Any weeks to avoid, such as your year-end close?

    4. Your systems for build and test, Jan 4 to Feb 5

    So we connect to what you already use. Whoever is responsible for IT gets a short form of their own. Confirm each line, or write what's different.

    1. Your jobs and invoices are kept in Aspire (Our call on Nov 2)
    2. Your books are kept in Acumatica (Our call on Nov 2)
    3. Supplier invoices arrive in BILL (Our call on Nov 2)
    4. Customer payments arrive as your bank's lockbox file (Our call on Nov 10)
    5. Who is responsible for IT? Their name, job title and work email.

    5. Email and chat for build and test, Jan 4 to Feb 5

    Where your agents read and send email, and where they ask your team a question. Confirm each line, or write what's different.

    1. Most of your team is on Microsoft 365; one branch is on Google Workspace. (Our call on Nov 2)
    2. Which team chat does your team use?

    6. Your brand for your version, wk Dec 14

    We looked at thornbury.example first. Add what we couldn't find. Confirm each line, or write what's different.

    1. Your wordmark (usually your marketing team)
    2. Your full logo (usually your marketing team)
    3. A square icon (usually your marketing team)