Transition Process

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

Download a Transition Check List Today!