Consultancy Services
Consultancy Services for CCH Central
Last update: CCH Central
CCH Packs: Central Implementation Consultancy
The document outlines an implementation meeting focused on configuring the CCH Database and navigating its features. The course, lasting up to 3 hours across two sessions, aims to teach participants how to create and update client information, run mail merges, and generate Smart Reports. Key objectives include ensuring that attendees can manage client contacts, perform bulk updates, and effectively use advanced search functionalities. Prerequisites include prior completion of SP Central implementation consultancy, and it is intended for all users of the CCH system. Additional resources and support options are provided.
CCH Central
Data Solution Services
Wolters Kluwer offers tailored data solutions services to help businesses manage and optimize their databases. The services include data manipulation, verification, and consultancy based on specific client needs. Execution is handled by trained WK staff, ensuring system integrity and retaining intellectual property rights. Solutions address populating, updating, and deleting records across various software areas, such as clients, assignments, and job management. Clients are advised that downtime may be necessary during service delivery.
CCH Central
Client Data Services Options: New Customers
This document outlines options for businesses transferring data to the CCH Central database. It details three methods: manual entry, self-import via spreadsheet, and the CCH Data Import and Migration services. Each method varies in complexity and support, with the latter two offering additional features and consultant assistance for data quality. The importance of data cleansing is emphasized, and it highlights potential additional charges for importing unbilled Work in Progress (WIP) and Debt. Customers are encouraged to consult their account manager for tailored solutions.
CCH Central
Offboarding Consultancy online
This document outlines a service for delivering static data from a CCH Central database in MS Excel format, focusing on core and practice management data. Delivered online, it requires minimal attendance from a business representative for session specifics. The session will export various reports covering company, office, departments, clients, employees, and practice management data. Pre-requisites include access to the CCH Central system and necessary permissions. Key steps include verifying remote access and confirming the storage location for data exports. Additional resources for compliance-related data are provided.
CCH Central
Compliance Data
The document outlines the functionality and support for compliance data migration across various CCH software modules, including Accounts Production, Personal Tax, Corporation Tax, Trusts, and Audit. It highlights the availability of import/export tools for self-migration and specifies that tailored migration services are offered for existing CCH users, but not for non-CCH data. Guidance links for data handling are provided. Additionally, it mentions that live migrations are typically conducted outside business hours to reduce user impact and notes the collaborative nature of data merging involving Wolters Kluwer and the customers.
CCH Central
CCH Central: Training for new customers
This course offers comprehensive training on the setup and maintenance of CCH Central's key components, enabling users to effectively manage their database according to specific business needs. It targets new users, particularly Database Administrators and decision-makers, covering database configuration, client and employee information maintenance, mail merges, and basic report generation. The training consists of two interactive sessions lasting up to three hours each. Prerequisites include adherence to training guidelines and access to CCH Central. Additional resources include eLearning courses, bitesize videos, and webinars for further learning.
CCH Central
CCH Conversions - Data categories and descriptions
This document outlines the key components of standing/static/core data and practice management data necessary for client management in professional services. It details the types of essential client information such as unique client codes, contact details, and employee data. Additionally, it includes information on compliance data related to various tax modules and the ability to import financial records into the system. Document management capabilities for electronic files are also mentioned, along with a reference to a comprehensive guide for preparing and auditing practice data.
CCH Central
Technical Services - CCH Software Installation Services
The document outlines the technical services offered for the installation and deployment of the CCH Suite software, aimed at ensuring its effective integration within businesses. It details installation strategies, collaboration with IT teams, and various services including software installation, migration, updates, and recovery support. Key offerings include the CCH Software Environment, Installation and Migration Services, minor release updates, and recovery consultancy. The emphasis is on providing comprehensive support tailored to individual business needs to facilitate a smooth transition and optimal system performance.
CCH Central
Solutions Consultancy online
Solutions Consultancy Online offers tailored support for CCH Central users, aiming to enhance system functionality for specific business needs that fall outside standard services. The process begins with an Initial Discovery Phase to identify improvement areas. Services include addressing technical inquiries, preparing solution specifications, and advising on development options. Consultancy sessions vary in scale from small to larger projects, reliant on customer collaboration. Additional resources such as eLearning, bite-size videos, and webinars are available to assist users. Overall, the consultancy is designed to help firms maximize their usage of CCH Central effectively.
CCH Central
Practice Improvement Consultancy
This document outlines a service led by a Senior Professional Services Consultant aimed at optimizing software utilization for enhanced business performance. It details the benefits such as increased efficiency, cost optimization, improved decision-making, better ROI, and strategic alignment with business goals. The service includes two key sessions focused on analysis and implementation plans tailored to improve software usage. Targeted at senior management and practice managers, it emphasizes the importance of engaging knowledgeable representatives for effective change.
CCH Central
Migration Implementation Consultancy
Wolters Kluwer emphasizes the importance of early consultancy engagement in data migration projects to ensure successful transitions to new systems. Their consultancy service is aimed at new customers without recent migration experience and involves comprehensive planning and analysis of data requirements. By collaborating closely with clients, consultants help define a clear mapping structure and address critical decisions, minimizing potential issues. The proactive approach enhances efficiency, maintains data integrity, and reduces disruption. The service includes two preparatory sessions focused on data extraction and review, paving the way for a seamless migration into the new system.
CCH Central
Migration Data Services : New Customers
Wolters Kluwer offers migration services to assist new customers in transitioning data from existing systems to the CCH solution while ensuring data integrity. The process involves extracting data from SQL backups and enabling customer verification through spreadsheets. Various migration options are available, including standing data and practice management data. The service aims for minimal disruption and is overseen by a project manager. Customers can choose between detailed transaction transfers or simplified balance entries for WIP and Debt. Additional services may incur costs for separate conversions.
CCH Central
Merge Data Services : Existing Customers
This document outlines data merging services for customers integrating data from various sources into their CCH systems, particularly after acquisitions or office consolidations. It emphasizes the importance of careful planning and the support provided by project managers throughout the integration process. Key services include training for new users, analysis and scoping sessions, and options for transferring various types of data, including work-in-progress (WIP) and debt balances. A guidance document and checklist are available to aid in this complex process, which significantly affects both systems and organizational culture.
CCH Central
Importing Data Services: New Customers
The document outlines data importing services for new customers transitioning to the CCH Central database. It details options for populating client and contact information, including self-service imports and professional services support. Customers can manage data quality through templates for import, thereby maintaining high integrity and facilitating a smooth transition. Additionally, the document discusses converting work in progress (WIP) and debt data, offering options for detailed transaction transfers or top-level balances. It emphasizes a seamless migration experience without system downtime, with support available for various data needs.
CCH Central
Glossary
This document provides a glossary of terms related to data conversions, specifically for the CCH Central database. It defines key concepts such as "existing system," "data conversion process," "test conversion," and "data cleansing." The glossary explains essential terms and procedures involved in data management and conversion, including data types (e.g., static data, open debtors), tools (e.g., contact import wizard), and processes (e.g., live conversion, database merge/demerge). It serves as a reference for users navigating the data conversion process.
CCH Central
Demerge Data Services: Existing Customers (10127231)
This document outlines the demerger data services offered by a consultancy, focusing on the separation of business data into distinct entities without compromising data integrity. The services include identifying key data sets, creating migration plans, and offering post-separation support and training. A comprehensive analysis and scoping exercise is mandatory to tailor solutions effectively. The service culminates in establishing a new CCH Central database, while original data remains intact until removal is requested. Additional support is specified for CCH OneClick customers during the transition.
CCH Central
Data Quality Services (10127134)
This document outlines the Data Quality Services offered by Wolters Kluwer to assist customers with data conversions and address identified data quality issues. The service is optional and supports the preparation of practice data for integration into CCH solutions, while emphasizing that customers remain responsible for the quality and integrity of their data. It specifically addresses data quality issues, without making business decisions about duplicates or incorrect records. Additionally, it provides guidance for preparing and auditing practice data, with a link to detailed documentation.
CCH Central
Central Merge Implementation Consultancy (10127230)
Wolters Kluwer emphasizes the importance of early consultancy in data merge projects to ensure successful transitions. Engaging consultants allows for thorough planning, tailored mapping structures, and proactive issue resolution, minimizing delivery disruptions. The service benefits current customers by enhancing data readiness and facilitating informed decision-making during mergers. With two scheduled sessions, consultants assist in data extraction and preparation, guiding teams through the integration process for seamless operation and data integrity. This strategic approach ensures aligned stakeholder expectations and streamlined migration to new systems.
CCH Central
CCH Database Optimisation - Audit Trail (10102644)
This document outlines a consultancy service for optimizing CCH Central databases, specifically targeting the reduction of the audit trail. It emphasizes the importance of archiving audit trail data to enhance database performance and is tailored for technical infrastructure personnel to be conducted outside business hours to minimize disruption. The process involves an initial consultation to assess business needs, followed by a data archiving and subsequent database compression stage. Users must be excluded during execution, and potential downtime should be considered. For inquiries, users are invited to contact their Account Manager or submit a data questionnaire.
CCH Central
CCH Conversions - Approved data sources for conversion - on premise
Wolters Kluwer provides migration and data merge services from existing business systems, with options for conversion of standing and practice management data, specifically regarding Work In Progress (WIP) and debt positions. Clients can choose between detailed open transaction transfers or converting only open balances. It’s essential to finalize month-end procedures before selecting a "go live" date. Additional services may incur extra charges if WIP and debt require a separate conversion. Clients should consult their account manager for systems not listed. Transactional history is not included in the conversion services.
CCH Central
CCH Central: Smart Reports and Reporting Consultancy
This document outlines a consultancy course focused on using CCH Smart Reports and Reporting, composed of two sessions lasting up to 3 hours each. Participants will learn to create, edit, and manage reports while applying security measures for access. Key objectives include understanding report types, utilizing the Reporting Wizard, and filtering contacts for mail merges. The course is designed for CCH Superusers, Database Administrators, and report-creating users. Pre-requisites include proficiency in CCH Central, and additional resources such as eLearning courses and webinars are suggested for further learning.
CCH Central
CCH Central: Consultancy
This document outlines a consultancy course for optimizing the use of CCH Central software within a firm. It features two sessions, each lasting three hours, aimed at existing users responsible for the software's configuration. Key objectives include understanding database maintenance, managing security groups, and utilizing Smart Reports. The course also focuses on best practices for data management, including client and contact updates. Prerequisites include access to CCH Central, and resources like eLearning and webinars are provided for further learning. The consultancy specifically targets CCH Central, not CCH Practice Management data.
CCH Central
CCH Central: Data Security and Protection Consultancy
This document outlines a consultancy program aimed at enhancing the data security and protection setup of CCH Central. It includes a review of existing procedures, best practice guidance, and necessary database adjustments. The course is delivered in two sessions, focusing on specific security settings and checks. Intended for System Administrators, IT staff, and CCH Central Champions, participants should have prior knowledge of CCH Central. The program also addresses recent changes in data security and compliance requirements within the software. Additional resources for learning and support are provided.
CCH Central
Analysis and Scoping Service (10097992)
This document outlines the evaluation and scoping process for a CCH solution, where a consultant is assigned to assess the client’s systems and requirements. It involves internal evaluations and discussions with the client’s teams, culminating in a detailed report with project recommendations. The service may require bringing client data to secure servers for thorough analysis. Additionally, it provides guidelines on securely submitting data, emphasizing the need for password encryption when using the WKUK Citrix Sharefile portal.