Getting your entire program from manual to fully automated is possible with the right roadmap. Each operating unit in your organization is able to progress independently of one other and may go live at there own pace. Actus is flexibly designed to allow every sub-office to have their needs met. Forms, data, policies, and workflows that work for one sub-office may not be appropriate for the next. Each of these potentially unique needs will be captured during the setup process.
Here’s how we do it:
Program manager kickoff
Review documentation requirements. Identify primary and alternate POCs for bank charge downloads. Compete successful download from Citi manager. Establish download cadence moving forward.
Financial manager kickoff
Understand Budget Officer payment process used to create MODs in financial system. Confirm data required for successful settlement in financial management system.
Create approval forms and hierarchies
Actus support staff develops forms and workflows for approval processes based on Milestones 1 & 2.
Program review with Unit POC
Unit POCs confirm that org structures, workflows, data collection, and reporting meets automation goals in support of mission. Actus support staff makes any required changes.
Deploy user accounts & begin 90 day transition
Accounts created and sent to users. Users log in and complete their profiles. System ready to use.
Cutover to automated process
Milestone Content goes here
Sign up on our Program Registry and we will send you a secure link to upload your documents.