Once you choose Muni-Link as your utility billing solution, our team will take you through nine simple steps to a successful switch.
A Muni-Link Specialist will be right there with you through the entire process. Your team will be well-prepared and well-trained once the decision is made to go live.
1. Kick-Off Meeting
This is the initial meeting with all participants to begin the process. Many objectives will be covered during this meeting such as the implementation process; a schedule of milestones; the role of the Project Manager, the Implementer, Task Specialists and Help Desk; testing; training and more.
2. Client Profile Session
During this session, a Client Profile document is used to review your day to day operations in great detail to ensure that the functionality of Muni-Link is consistent with your exact requirements. Information gathered will include: mailing and printing tasks, banking requirements, credit card processing, import/export procedures and more.
3. Pre-Conversion Setup Session
During this session, Muni-Link Specialists will work side-by-side with users as they enter some fundamental data into the Muni-Link system. This user-defined information will include: users, services, billing rates, general ledger accounts and miscellaneous charges.
4. Data Conversion
The Muni-Link team will assist your staff in extracting the data from your system. Initially, we will complete a field-by-field review of your current data to provide a mapping of your data to the Muni-Link data. During this process, all critical data points are accounted for.
5. Data Conversion Review
Once the data has been converted, users will receive training on the Account Central function within Muni-Link. Once the user is able to navigate Account Central, we will provide a checklist of data to be validated. The user will then review the converted data and verify its accuracy.
6. Training Sessions
Training is divided into lessons based on features within Muni-Link. e.g. Account Central, payments/adjustments, billing, reports, etc. Initial training will be provided on-site and will be organized based on the job responsibilities of the user. Additional training sessions will be held during live sessions with a Customer Service Specialist over the phone as the user navigates the system.
7. Confirm Customer Readiness
Upon completion of the training sessions, a customer readiness session will be scheduled to review and verify the following: converted data has been reviewed, training has been completed, implementation tasks are on schedule, forms to be generated by Muni-Link are correct, required reports are available and processes are operational and approved.
Since the billing process is typically the most complicated, the go-live date is scheduled immediately after a billing run has been performed. This will maximize the amount of time for live operations until the next billing run is required. On the go-live date, the following will be completed: convert data set to Muni-Link, perform converted data review including reconciliation of account balances, begin daily operations, payments, work orders, etc.
9. Complete Business Cycle
A schedule will be created for the critical tasks in the business cycle. Tasks will include: applying penalties/interest, preparing delinquent notices, generating first billing, including reader interface and preparing month-end reports. Muni-Link support will be available for each critical task defined.