IRESS provides the consulting, planning, deployment and support services required to help clients accelerate company time-to-value and achieve business goals.
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The IRESS Wealth team ensures our clients' financial planning solution aligns with their business objectives and market needs.
Establish the business requirements
The process commences when our IRESS Account Executives first meet with clients to perform a business needs analysis. Working with key individuals in the business to establish expectations, we draw on prior implementation experience and best practices to determine a software solution that meets the business requirements.
Tailor the rollout
IRESS Account Executives manage and deliver personalised implementation, training and workshops and assist with implementing the software in a structured way.
Client management and staff responsible for maintaining and administering our software are guided and coached in the implementation process. The number of hours per annum required for this process is defined, taking into consideration business goals and financial constraints. Progress is monitored and reported on regularly, as defined by the initial project plan, with critical milestones as controls, thus ensuring implementation and business goals are met.
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