We have extensive experience in working with the Viewpoint product as implementation consultants and are certified consulting partners with Viewpoint. All services are available remotely.

Service Offerings Include:

Implementation Project Planning – Build project team, create activities, create schedule, planning workbook, facilitate planning meeting

Business Process Design Review – Working with project team, identify and review existing business process workflows and re-engineer to implement chosen Viewpoint functions.

Software Testing Assist team in creation of testing plans including sample test scripts. Create data plan to establish data foundation for testing database. Review progress and assist in updating, review, and resolution of testing items. Prepare script for life of job scripted test demonstration. Facilitate demonstration with full team participation.

User Documentation – Coordinate the development of overall strategy, approach, format, and documentation tools. Assist with documentation review and compilation services.

End User TrainingAssist in defining approach, schedule, materials, and preparations for end users to be trained by implementation team members.

Job Migration Planning – Provide approach, methods, and considerations on how to get started with jobs in progress in Viewpoint from project management side of Viewpoint software.

Data Conversion Management - Assist in planning and scope definition, establish schedule, review status periodically, coach team on data verification process.

Data Conversion Services - Import selected data from existing system into Viewpoint. Provide tools and scripts as necessary to complete defined scope. Customer assists in testing and verification of data.

System Cutover planning - Develop detailed plan by system (old vs. new), module, and transaction type that includes cutoff of old system, start of new system, and interim processing rules.

Readiness Assessment - Review overall project status during onsite visit four to six weeks prior to system live date. Identify areas of risk and develop/discuss strategies to mitigate risk.

System Cutover - Assist in coordinating system cutover activities including defining and scheduling cutover activities, supervision of data conversion verification activities, supervision of input of manual items, and preparation of jobs for live processing.

Post implementation Services:

Vista Use audit - The Vista usage audit process. We involve the relevant subject matter experts of your choosing and discuss how they currently use Vista, what functions they are not using and why they are not using them. Deliverable includes analysis with recommendations for new feature implementation 

Global Spreadsheet server set up and consulting - Assist in set up and migration from/to this product used to generate Viewpoint financial statements and queries from the Viewpoint database.


Viewpoint customer references are available upon request.