Project Management
Our Professional Services team delivers projects. Learn what to expect at each stage and how we’ll work with you.
Last update: Training and Consultancy
Our Project Approach
This document outlines the approach for managing software projects, detailing how to set expectations and initiate planning. Key components include an introduction to the project manager's role, the project launch meeting for defining scope, and a structured project plan with timelines for implementation. It emphasizes regular check-in meetings, project closure procedures, and ongoing support access through a dedicated portal. The approach is tailored to individual customer needs, ensuring effective communication and resource management throughout the project lifecycle.
Training and Consultancy
How to prepare your business for your CCH Project
The document provides guidelines for businesses to prepare for their CCH project, emphasizing the importance of team engagement and effective communication. Key points include ensuring stakeholder involvement, mapping workflows, managing change through data cleansing, and creating a structured communication plan. It highlights the need for early planning and flexibility in scheduling training sessions and emphasizes the necessity of good data management to facilitate smooth project implementation. Additionally, resources like videos and articles are suggested for further support in enhancing project readiness.
OnboardingTraining and Consultancy
Tools and Resources
The document outlines resources and tools available for new users during their onboarding with Wolters Kluwer, including the Project Journal for tracking project schedules, access to the Support Portal for product assistance, and the Wolters Kluwer Academy for eLearning. It emphasizes the role of a dedicated account administrator for managing user access and provides links to additional resources for internal communication and implementation support. The document aims to facilitate smooth integration of Wolters Kluwer's services for new clients.
OnboardingTraining and Consultancy
Training, Consultancy or Support? Which one do I require?
This document provides guidance on choosing between training, consultancy, or support services offered by Wolters Kluwer. It outlines the purpose of each option: training focuses on specific software areas and best practices, consultancy offers personalized advice and process optimization, and support provides help through various resources, including a support portal and project/account managers. Each section emphasizes the importance of selecting the right option based on specific needs and suggests using available online resources for enhanced understanding and assistance.
Training and Consultancy
FAQs about Project Management
The document outlines the policies and procedures for training and consultancy services, including participant limits for sessions, device recommendations, and rescheduling policies. It emphasizes the importance of having a dedicated project lead, contacts for queries, and the process for changing project scope. Additionally, it provides information on accessing support and eLearning resources. Key points also cover system requirements for software use and the availability of consultancy sessions. Overall, it serves as a guide for effective engagement with the training and consultancy services offered.
Training and Consultancy
Roles and Responsibilities
This document outlines the roles and responsibilities within Wolters Kluwer's customer project team. Key positions include the Project Manager, who oversees project execution and communication; the Account Manager, responsible for customer relationships; the Consultant/Product Trainer, who delivers training and consultancy; and the Customer Project Lead, who coordinates client activities and manages project issues. Additionally, Customer Lead Users are tasked with participating in training sessions, making configuration decisions, and ensuring data validation during the implementation process. Each role is crucial for the successful delivery of projects.
Training and Consultancy
Meet your Project Managers
This document outlines the profiles and expertise of the Project Management team at Wolters Kluwer, highlighting their selection criteria based on knowledge and a collaborative spirit. It features several team members, including Shamaila Malik, Alex Thurston, Marcin Beczek, Harry Wyles, Mark Hewish, Georgie Rafferty, and Jess Magaye, detailing their backgrounds, skills, and contributions to project management. The team is characterized by their diverse experiences and certifications, ensuring effective project delivery from initiation to completion.
Training and Consultancy
How to access Service Appointments via the Services tab
This document outlines the process for managing Service Appointments, which are Consultancy or Training sessions arranged through a Professional Services Team. It details how users can view their appointments in the Support Portal, including filtering options for different appointment statuses. Only lead contacts can access these appointments, but others can request access through an Account Manager. Additionally, the document explains how to view related information, including the agenda for training or consultancy sessions and prerequisites required before attending.