What Does An Implementation Consultant Do?

WHAT DOES AN IMPLEMENTATION CONSULTANT DO?

Published: Aug 20, 2025 - The Implementation Consultant leads the onboarding of new customers by understanding and translating their needs into successful software adoption, ensuring seamless implementation and training. This role coordinates closely with cross-functional teams, including product, support, marketing, and sales to represent the customer voice and drive continuous improvement in user satisfaction. The consultant also supports clients through data processing, testing, and workflow adjustments to ensure a smooth go-live experience with clear and consistent communication.

A Review of Professional Skills and Functions for Implementation Consultant

1. HR Technology Implementation Consultant Duties

Project Delivery: Deliver medium-complexity talent technology projects with deep SME knowledge in up to three specific tools.
Advisory Support: Act as a trusted advisor, focusing on deploying talent acquisition technologies with integrations into mid-market and enterprise organizations.
Project Management: Deliver and project manage defined talent technology implementation projects, leveraging documentation, toolkits, and templates designed for the specific tools being implemented.
Project Oversight: Be responsible for all elements of the project, including design, project management, testing, configuration, integration, and migrations to ensure successful delivery.
Project Planning: Plan project activities within the overall project budget and timeline, managing scope and client expectations throughout the project.
Configuration Documentation: Document configuration throughout the design phase.
System Configuration: Perform system configuration or collaborate with colleagues to complete configuration.
Risk Management: Identify, quantify, and flag risks and issues, working with client stakeholders to manage and mitigate them.
Stakeholder Management: Manage relationships and actively influence project stakeholders, SMEs, and technology partner stakeholders.
Decision Facilitation: Ensure operational and configuration decisions are facilitated in line with project requirements and desired outcomes.
Technical Integration: Advise on technical integration capabilities, gather requirements, and liaise between client technical resources and integration developers.
Team Collaboration: Collaborate with team members on best practices, support, and ideas for continuously exceeding client expectations.

2. Technical Implementation Consultant Details

Implementation Support: Support implementation projects and act as a technical resource for clients and the Professional Services team.
Requirements Analysis: Work with clients and management to define and document business requirements in order to set up web services connections, APIs, and/or comparable solutions.
API Configuration: Configure web services and APIs to establish data connectivity for clients’ existing ERP systems.
Project Participation: Participate in multiple concurrent implementation projects with little supervision.
Documentation Management: Maintain thorough documentation throughout the implementation, including billable hours, Salesforce notes and documentation, expense management, etc.
Expectation Management: Manage and set proper expectations with stakeholders (internal and client) throughout the implementation lifecycle.
Client Training: Train and advise clients to properly use products to best fit their individual needs based on best practices.
Client Engagement: Obtain buy-in from clients on features and functionality of products.
Performance Improvement: Offer recommendations to clients for improving performance gaps and system options to achieve optimal functionality.
Product Testing: Assess, troubleshoot, and test products during the implementation cycle.

3. Implementation Consultant Responsibilities

Sales Support: Support the sales team with presented opportunities, understanding customer’s requirements and demonstrating the best use of Solera products to fulfill the customers’ needs.
Product Demonstration: Propose best practice use of Solera products and present the possible, considering the customer’s workflow and opportunities to integrate products, providing innovation and value to customers.
Requirements Management: Document and collect requirements for customer implementations, then own and manage the process with the customer to delivery, ensuring all operational aspects are covered and sourced, either by completing the installation or alongside the appropriate teams (e.g., configuration, training, product, development, etc.).
Project Migration: Manage migration projects with customers, utilizing third parties.
Product Configuration: Implement local product configuration changes, and directly support customers with related technical issues.
Team Collaboration: Collaborate with colleagues in the Professional Services team to reduce time to market, share best practices, learning.
Quality Delivery: Work as part of a skilled team committed to delivering quality implementation and integration projects, and wider teams that cross the development, support, infrastructure, and data functions.
Process Compliance: Work within agreed process to ensure all customer documentation stored centrally.
Process Improvement: Consistently strive to drive improvements into process and work with peers to always raise the bar.
Relationship Building: Build close working relationships with key stakeholders, including customers.
Timely Delivery: Collaborate with internal teams to ensure the timely delivery.
Risk Management: Support risk management and mitigation throughout the lifecycle of the implementation, ensuring timely communication of any unresolved risks.
Technical Awareness: Keep abreast of all technical developments with the Solera systems and the supporting software in use, in particular understanding implications of new releases.

4. Implementation Consultant Job Summary

Solution Expertise: Gain deep knowledge of Avature’s solutions and their current as well as future capabilities.
Client Understanding: Navigate complex client organizations, quickly understanding their business objectives and how Avature can help reach them.
Customer Retention: Drive retention, expansion, and advocacy, positioning as a thought partner throughout customers’ journey.
Customer Service: Maintain Avature’s reputation of superior customer service.
Inquiry Management: Be the point of contact for most customer inquiries, rerouting them to the appropriate internal teams.
Customer Analysis: Continuously analyze customers’ health and solution usage to recommend relevant, value-adding enhancements.
Project Management: Manage change request projects, including analyze needs, liaise internally with relevant teams, coordinate communication between parties, and see projects through to delivery.
Customer Engagement: Hold periodic calls with customers to review ongoing projects, customer health, and discuss enhancements and new features relevant to them.
Best Practices: Guide customers on best practices and processes that will set them up for success.
System Knowledge: Interact with internal teams to stay up to date with new system functionalities and their use cases.

5. Implementation Consultant Accountabilities

Customer Support: Work closely with customers both face-to-face and predominantly remotely from home on technical configuration of SaaS and software implementation.
Process Documentation: Work closely with the business analyst to understand the processes and document the configuration.
SQL Scripting: Write SQL and SQL scripting with Oracle to configure Oracle databases for software configuration, customer data migration, and integrate with third-party lab software and lab automation equipment.
Project Lifecycle: See projects through the full release cycle including integration testing, performing database and server installation, troubleshooting issues, and providing technical support to clients during UAT and go-live period before handover to support.
Software Release: Create software builds and releases.
Customer Assistance: Use Remedy Force to provide support to customers.
Server Configuration: Set up software on Windows Server including IIS configuration and troubleshoot server-side errors.
Cloud Deployment: Deploy in cloud deployments (Amazon AWS).
Work Estimation: Estimate the length and complexity of application consultant work for sales estimates and write sales proposals.
Developer Communication: Communicate with developers during development projects on product changes and solutions to issues.

6. Implementation Consultant Functions

System Configuration: Design and oversee configuration of benefits administration system rules, websites, forms, reports, and other functions.
Team Leadership: Direct an implementation team in the successful delivery of high-quality implementations and ongoing production support of client solutions.
Requirement Alignment: Ensure design and configuration address client requirements and adhere to the approved design.
Process Efficiency: Actively and consistently support all efforts to create efficiency and enhance the implementation experience through use of tools, methodology, or skill sets.
Client Advisory: Participate in client and vendor meetings to understand the solution requirements and advise the team on best practices and system capabilities.
Scope Management: Understand the scope of work and any service level agreements under the client’s maintenance agreement.
Change Identification: Identify scope changes and communicate them to the implementation manager and account manager.
Change Orders: Assist in the development of change orders for those out-of-scope projects.
Issue Analysis: Respond to and analyze user-submitted configuration issues promptly.
Issue Resolution: Ensure timely resolution of configuration enhancement requests and issues.
Documentation Management: Track and communicate documentation updates and provide necessary direction to the implementation team or processing changes are needed.
Quality Assurance: Perform configuration and unit test reviews to ensure client requirements are met.
Risk Mitigation: Identify risks to client satisfaction on a timely basis and assist the team in mitigation solutions.
IT Collaboration: Collaborate with IT and the solutions architecture teams to ensure all implementations meet client expectations as well as the latest standards and best practices.
Gap Analysis: Perform gap analysis upon receipt of client requirements to proactively identify any product enhancements needed.
Customer Service: Instill and reinforce a strong customer service and business-oriented ethic in the entire team.
Coaching Training: Provide coaching and training to implementation analysts.
Resource Assessment: Review project schedules and allocated resources and assess against system and team capabilities.
Performance Feedback: Provide timely feedback to the implementation manager and account manager and ensure the timely delivery of all configuration tasks.

7. Implementation Consultant Job Description

Project Management: Manage small to medium sized customer projects from start to finish.
Customer Advisory: Serve as an advisor to the customer as they improve their online processes, keeping the citizen experience top of mind at every turn.
Customer Training: Train and enable customers to utilize the govService product.
Team Collaboration: Work closely with process designers (internal builders) and project managers that interface with customers alongside to advise on progress and share ideas.
Risk Management: Identify potential implementation risks and mitigation.
Test Planning: Create test plans and facilitate testing of custom built services.
Process Mapping: Create current and future state process maps, functional requirements, user interface requirements documents, and related materials.
Requirement Gathering: Lead requirement gathering sessions, both internal and external.
Agile Participation: Participate in sprint planning, review, and retrospective meetings and provide feedback to the team.
Acceptance Validation: Ensure acceptance criteria are clearly defined and verify they match the requirements.
Internal Collaboration: Collaborate and work closely with internal partners.

8. Implementation Consultant Overview

Relationship Building: Foster relationships with coworkers across the company to support their efforts while delivering products.
Process Evaluation: Evaluate business processes, anticipate requirements, uncover areas for improvement, and develop and implement solutions.
Process Optimization: Lead ongoing reviews of business processes and develop optimization strategies.
Technology Awareness: Stay up to date on the latest process and IT advancements to automate and modernize systems.
Cross-Functional Communication: Effectively communicate insights and plans to cross functional team members.
Solution Validation: Ensure solutions meet business needs and requirements.
Initiative Prioritization: Prioritize initiatives based on business needs and requirements.
Stakeholder Liaison: Serve as a liaison between stakeholders and users.
Client Assessment: Assess the needs of each client and recommend and document solutions.
Team Interaction: Interact with both internal technical team members and external customers (end users).

9. Implementation Consultant Details and Accountabilities

Technical Support: Provide technical support for proof of concepts and demonstration prototypes.
Documentation Support: Provide input into and generate documentation to support effort estimates and customer response documentation or statement of work (SOW).
Relationship Management: Maintain effective relationships with internal customers, external customers, and technical peers to support effective delivery.
Expectation Management: Manage stakeholder expectations.
Customer Communication: Provide information and feedback to internal or external customers in a timely, accurate, and appropriate manner by defined project activities, ensuring that key messages are communicated effectively.
Project Understanding: Understand the context of the customer project, its contract type, key deliverables, and engagement model.
Workstream Analysis: Understand the work breakdown for the assigned work stream, how any associated deployment templates will align, its relationship to other work streams, and the overall customer solution.
Estimation Support: Provide support for estimation of time frames, work package breakdown, and capability definitions required to successfully implement the project.
Project Documentation: Contribute to the generation of relevant project support documentation in line with project management methodology.
Business Analysis: Understand customer business goals, objectives, and needs and the general business environment.
System Configuration: Install and undertake configuration tasks using tool kits and using best practices, industry standards, and approved solution techniques.
Test Planning: Develop test strategies and plans and perform testing activities, reporting results and resolving issues.
System Integration: Develop and deliver interfaces with other systems by the solution design.
Specialist Support: Provide specialist technical support for escalated customer product-related issues, resolving implementation, configuration, and integration issues not related to product quality by undertaking root cause analysis of critical problems and apply appropriate resolution, including liaison with customer and third party resources.
Product Interaction: Interact with product development on product-related issues that are impacting the performance of the customer solution, registering and tracking customer-specific PRs.

10. Implementation Consultant Tasks

Project Leadership: Lead multiple concurrent small to mid size implementation projects.
Implementation Execution: Complete all tasks and activities for client implementations including the enhancement of the solution.
Training Development: Develop client specific training programs during the project implementation.
Training Delivery: Deliver onsite and remote training.
Enhancement Gathering: Facilitate enhancement gathering sessions with clients to identify business objectives.
System Review: Conduct review meetings to ensure the enhanced system meets all requirements.
Methodology Application: Effectively apply an industry standard implementation methodology and enforce project standards.
Subject Expertise: Serve as subject matter expert.
Testing Support: Support system integration and user acceptance testing.
Release Management: Understand product release and patch process and plan potential client impact accordingly.
Client Advisory: Advise clients on project approach and articulate the impact of changes to project timelines and resources.
Expectation Management: Manage client expectations.
Scope Adherence: Adhere to project scope, deadlines, and schedules.

11. Implementation Consultant Roles

Implementation Delivery: Be responsible for the implementation and deployment of professional services deliverables on products for small to large implementations with different levels of complexity for single or multi site customers.
Customer Satisfaction: Work independently and as part of a wider project team and assume ultimate responsibility for customer satisfaction during the implementation process by thoroughly delivering installed and tested products.
Status Reporting: Work closely with project managers or management, providing regular updates on project status, issues, and opportunities.
Process Improvement: Contribute technical ideas and process improvement recommendations to the team.
Client Relationship: Maintain and enhance client relationships and customer satisfaction through professional demeanor and communications.
Issue Resolution: Proactively identify and resolve project issues and facilitate the resolution process.
Documentation Management: Be responsible for updating the project delivery documentation and providing copies to the project manager and solution architect.
Knowledge Maintenance: Be responsible for maintaining up to date technical domain knowledge as well as product knowledge.
Process Compliance: Follow established project processes and methodology.
Value Contribution: Undertake other tasks that may be necessary to create an outstanding environment for the growth of a value driven company.
Contract Review: Review and acknowledge language in the statement of work and ensure the customer has ordered appropriate hardware.
Technical Leadership: Attend kickoff calls and meetings acting as the technical project lead and meet with customer technical staff to review and ensure they understand the technical requirements of the project.
Project Participation: Participate in weekly project calls scheduled by the project manager.
Readiness Validation: Partner with assigned project resources to review and validate customer readiness prior to installation.
System Installation: Perform base installation, upgrades by product, add-ons, and configuration.
Customer Documentation: Provide the customer with any documentation and information necessary for the customer to install client workstations.

12. Implementation Consultant Additional Details

System Configuration: Work directly with clients to configure their CMMS system to meet their specific business needs.
Subject Expertise: Serve as subject matter expert with respect to best practice implementation strategies.
Product Knowledge: Develop and maintain deep expertise of products and best practices to provide value to customers.
Training Delivery: Develop and deliver client specific training programs during project implementation.
Training Material: Support the development of client specific training material or standard operating procedures.
KPI Development: Design and develop client specific dashboard KPIs and widgets using SQL.
Report Development: Assist in the development of client specific reports using reports designer.
System Optimization: Ensure optimal system functionality through effective project management, training, product engagement, and best practices.
Technical Assistance: Assist the technical support team with complex client issues.

13. Implementation Consultant Essential Functions

Requirement Analysis: Engage with customers to understand business requirements and identify product and product setup requirements to achieve the agreed aims.
Process Advisory: Guide and advise the customer in terms of best practice operational processes and systems usage practices to achieve best ROI for the selected product set.
Product Delivery: Be responsible for delivering products right first time without supervision.
Solution Operation: Operate solutions and products.
Regulatory Knowledge: Maintain up to date knowledge of statutory requirements relevant to the product.
Customer Communication: Provide clear and concise customer communication to agree implementation criteria and sign off.
System Configuration: Work closely with customers to understand their systems and their operational requirements, processes, and needs to configure the products accordingly.
Scope Management: Identify scope changes and highlight impact accordingly.
Software Installation: Establish the base software installation pack and configure the system to operate.
System Testing: Perform system integration testing to ensure the solution delivers what is expected by the client.
Data Migration: Manage and execute data migration activities to ensure that existing customer data is imported, validated, and signed off by the customer prior to go live.
User Testing: Verify with the client through user acceptance testing that the system is configured to operate as expected.
User Training: Train the users prior to go live date in the operation of the products.
Production Deployment: Execute the cut over into production on the agreed go live date.
On-site Support: Provide on site support to end users to guide, advise, and verify that users can undertake the role using the products.
Consultancy Services: Provide ad hoc follow up consultancy services to deliver ongoing advice and guidance to clients making minor system changes to tune the products for the client.

14. Implementation Consultant Role Purpose

PLM Implementation: Participate in large PLM implementation projects for customers.
Workstream Analysis: Understand the goals of the project workstream to which are assigned, the breakdown of project tasks, and be able to explain the workstream relationship to the overall solution.
Solution Configuration: Configure and implement end-to-end PLM solutions.
System Support: Perform testing, data migration, production, and postproduction support.
Process Workshops: Work with the solution architect to support the delivery of process workshops to identify and document the customer's current process flow and requirements for the new PLM solution.
Solution Innovation: Introduce or further develop innovative and integrated PLM solutions in production, quality, and compliance management.
System Integration: Ensure solution implementation with special consideration of the surrounding MES and ERP landscape as well as production and quality processes.
Knowledge Transfer: Support knowledge transfer by delivering training courses, user guides, and coaching of PLM key users.
Methodology Development: Support the documentation and development of standard methodologies and the further development of the knowledge base.

15. Implementation Consultant General Responsibilities

Meeting Facilitation: Plan, organise, and lead project discovery and progress meetings with all stakeholders and identified contacts including pharmacy, management, care department, biomedical, and IT.
Project Ownership: Take ownership of a project from inception to completion.
Equipment Coordination: Work with internal departments to arrange equipment configuration, delivery to site, and network integration.
Training Delivery: Plan, organise, and deliver training on solutions to site staff including pharmacy, nurses, and end users with support from customer solution consultants.
Training Design: Define the training content and the operational configuration of the solution according to client policies and procedures.
Team Collaboration: Work in close collaboration with technicians, IT specialists, and other trainers according to the recommendations of the project deployment manager.
Project Management: Follow and deliver good practice project management techniques with successful change management and training methods.
Activity Execution: Work closely with the project implementation manager, project deployment manager, and the technical teams to execute all activities as outlined in the project plan.
Subject Expertise: Serve as subject matter expert and product consultant for solutions.
Workflow Analysis: Conduct clinical workflow analysis and consulting based on solutions which include clinicians and individual departments such as nursing, pharmacy, operating room, and materials management.
System Setup: Prepare, configure, and set up applications, hardware, and database requirements for the solution.
Process Advisory: Provide best practice advice and input for customer process discussions.

16. Implementation Consultant Key Accountabilities

Process Support: Assist with procedural changes needed for the technology change.
Application Testing: Be responsible for integrated application testing and provide feedback to analysts on required changes.
User Training: Organize and deliver end user, nurse, administrator, and super user training onsite and in office.
Implementation Support: Provide customer implementation support.
Activity Reporting: Report implementation activity to the project deployment manager.
Go Live Preparation: Perform required tasks to ensure timely go live and customer satisfaction.
Go Live Support: Perform go live support as per the project scope.
Project Closure: Submit and close out all projects and return or dispose of all unused implementation materials.
Customer Acceptance: Assist with obtaining customer acceptance letters to meet revenue targets.
Service Handoff: Assist in operations to service handoff document.
Communication Management: Conduct customer and internal communications.
Best Practices: Apply implementation best practices and job aides.
Product Knowledge: Maintain strong industry and product knowledge.

17. Implementation Consultant Roles and Details

Client Conversion: Coordinate the conversion of clients to the human capital product platform.
Policy Analysis: Identify client policies, set clear expectations and deliverables of the implementation process, complete pre implementation verification to ensure accuracy of converted data, and communicate client needs to their dedicated support representative.
Sales Collaboration: Work closely with sales partners to ensure client expectations are met.
User Training: Train new users on systems remotely through desktop connections.
Issue Troubleshooting: Troubleshoot hardware and software system problems for clients.
Process Improvement: Investigate, analyze, and recommend solutions for client service issues and improved conversion processes.
Technical Expertise: Provide technical and payroll expertise to support the sales team.
Client Service: Perform assigned responsibilities relating to client service such as lost account management, proactive calls, banking issue resolution, and client first payroll processing.

18. Implementation Consultant Responsibilities and Key Tasks

System Delivery: Work with clients to manage the delivery and configuration of systems, determine needs and solutions, and advise on processes and best practices.
Project Leadership: Lead and own project work streams including coordinating and leading both remote and onsite meetings.
Needs Assessment: Assess client needs, ensure that the solution blueprint covers and meets all requirements, and manage any gaps with internal teams.
Onsite Consultancy: Travel to client locations to manage and deliver onsite consultancy, training, workshops, configuration, and rollouts.
Relationship Management: Manage customer relationships and relationships with team members and suppliers, resolving problems and ensuring delivery.
Documentation Management: Contribute to and maintain project and implementation documentation.
Quality Assurance: Work closely with the product and solutions teams to ensure the quality of deliverables.
Client Success: Ensure client success by being a knowledgeable resource and resolving escalated client issues.
Project Handover: Facilitate a smooth handover to support following the completion of projects.
Process Development: Help develop standard procedures and efficiencies.

19. Implementation Consultant Duties and Roles

System Evaluation: Work directly with customers to evaluate existing systems, processes, and user needs to analyse, recommend, design, and implement best practices associated with multiple applications.
Project Management: Manage multiple projects and responsibilities simultaneously and consistently with minimal supervision.
Requirement Mapping: Analyse and map customer business requirements to implementation objectives and the defined scope of work.
Sales Liaison: Act as a liaison between sales, product engineering, and IT to communicate and deliver accurate and thoroughly scoped business requirements.
Implementation Liaison: Act as a liaison between implementation, customer interface, integration services, and product engineering to coordinate and execute all phases of the project lifecycle, ensuring timely delivery and high quality solutions.
Team Communication: Effectively report and communicate to project teams including customer stakeholders and internal management teams.
Architecture Knowledge: Develop and maintain a deep understanding of the functional architecture of various software solutions.
Change Management: Develop and initiate change impact assessments, sponsorship plans, communication plans, and training plans to increase effectiveness, awareness, and adoption.
Product Presentation: Present products and services to customers while providing functional and technical expertise.
Tool Utilization: Utilise company CRM and professional service automation tools to optimise sales and project management activities.

20. Implementation Consultant Roles and Responsibilities

Discovery Leadership: Lead functional discovery sessions in conjunction with solution engineers and solution architects to confirm understanding and documentation of client current state workflows.
Workflow Advisory: Partner with clients to issue recommendations around future state workflow possibilities given short term and long term client priorities, goals, use cases, requirements, technical infrastructure and limitations, and timeline.
Team Collaboration: Collaborate with appropriate members of services, product, and engineering teams to confirm feasibility of future state workflow recommendations prior to statement of work execution.
Requirement Alignment: Drive alignment across business, technical, compliance, data privacy, and legal requirements.
Solution Presentation: Present future state recommendations and highlight any feature enhancement requests or current product gaps during internal solution review prior to inclusion of any workflow documentation in the statement of work.
Effort Estimation: Assist in level of effort, timeline, and resource plan determination with the statement of work team.
Transition Facilitation: Facilitate the internal transition between pre sales teams and services team.
Kickoff Coordination: Coordinate with the engagement manager on scheduling initial kickoff and discovery calls and confirming agenda, roles, and responsibilities.
Implementation Discovery: Lead the discovery portion of implementation depending on complexity of engagement.
Change Management: Amend workflows and determine the need for change management in coordination with the engagement manager.
Workflow Documentation: Clearly document any workflow changes with confirmed internal and external buy in.
Functional Design: Lead the functional design and non coding configuration.
Consultative Support: Remain available as a consultative resource throughout the implementation process.
Feedback Communication: Drive continuous feedback loops cross functionally to communicate best practices and lessons learned.
Customer Feedback: Work with internal teams to share customer feedback about future enhancements.

21. Implementation Consultant Duties

Engagement Management: Assist with the management and execution of medium to large global engagements.
Client Reporting: Help meet client expectations around key parts of a project by keeping track of the work being done and producing any necessary reports and analysis.
Client Training: Provide training to clients by delivering parts of the basic and super user training program including classroom assistance.
Template Configuration: Build and configure client country organization templates according to the changes agreed with the client in accordance with recommended best practice.
Portfolio Management: Help manage a client portfolio and understand client needs and environment.
Service Improvement: Explore opportunities to improve client service by working with other professional services global teams.
Product Testing: Assist development teams with product testing by helping in the design, formulation, and execution of test strategies and test cases.
Customer Communication: Manage front line customer communications to achieve project milestones in a timely and efficient manner.

22. Implementation Consultant Details

Envisioning Sessions: Participate actively in envisioning sessions to understand customer business objectives and needs.
Solution Construction: Initiate the construction of the raw solution and document input for the development and quality team members.
Validation Testing: Lead the validation testing and deployment setup and migration of the solution.
User Training: Support the customer in the transition by training key users, providing support during validation, promoting successful solution adoption, and guiding during pre and post go live.
Methodology Compliance: Ensure that the implementation methodology is respected for all functional deliverables during all phases of project execution.
Consulting Collaboration: Conduct consulting meetings with co consultants to resolve potential cross domain issues.
Task Accountability: Follow up on accountability for assigned tasks.
Expectation Management: Coordinate and manage customer expectations while providing exceptional customer service.

23. Implementation Consultant Responsibilities

Programming Strategy: Participate in study specific eCRF programming strategy meeting at study setup.
Specification Review: Perform senior review of eCRF specifications created by the study teams.
Database Development: Build clinical study database CRF database screens per CRF/database specifications provided by the study team.
Database Updates: Complete study database updates as specified per database modification documents and procedures.
Convention Review: Perform senior review of Data Review Convention specifications created by the study teams.
Edit Check Programming: Create/Program edit checks, special action and derivations as per the Data Review Convention specifications.
Technology Deployment: Ensure non eCRF technologies for data capture (e.g., ePRO, coding, IWRS/RTSM) are deployed as per requirements, including integrations with other systems, platforms or reporting environments.
Expert Advisory: Provide expert advice for Data Operations project innovation, report progress, risks and issues to senior management.
Software Implementation: Lead the implementation, accreditation and validation tasks for new software required to conduct Data Operations tasks.
Process Improvement: Identify opportunities for process improvements within client organization.
Client Solutions: Understand and articulate client environment, challenges and requirements to provide solution/proposal to address client needs.

24. Implementation Consultant Job Summary

Software Implementation: Play a critical role in software implementation projects at life sciences companies ranging from the world's largest pharmaceutical companies to emerging biotech.
Vault Configuration: Rapidly configure and implement the Vault Regulatory suite (Vault Registrations, Vault Submissions, Vault Submissions Archive, Vault Publishing) which is used to manage regulatory submission content and data in the cloud.
Requirements Gathering: Lead requirements workshops, design, prototype, configure, and document content management and registration data solutions.
Project Management: Perform project management tasks including resource planning, leading and motivating a cross functional team, and project tracking and forecasting.
Requirement Analysis: Work closely with customer business and IT staff to understand their requirements.
Solution Design: Help design the solution they actually need, not just the solution they think they need.
Customer Success: Ensure customer success from beginning to end of the engagement lifecycle.
Implementation Oversight: Manage implementation plans, project reviews, and liaise with teams such as sales and development.

25. Implementation Consultant Accountabilities

Project Management: Manage end to end client projects and implement client business on ADP solutions.
Business Consultancy: Provide consultancy to the client in the analysis of the business offer.
Requirement Analysis: Perform project management, planning, and analyse client requirements.
Functional Design: Assist in creating the functional design, manage application configuration, data conversion, monitor project progress, and perform system testing.
Problem Solving: Identify problems, assess impact, and determine solution.
Data Migration: Undertake, coordinate, and reconcile the migration of client data between third party systems and ADP software by agreed guidelines.
Schedule Management: Create, maintain, and provide implementation project schedule and timeline for client and structure to target live achievement dates.
Requirement Gathering: Gather requirements and liaise with the research and development team.

26. Implementation Consultant Functions

Workstream Management: Manage all aspects of assigned workstreams from beginning to end including developing project plans, consulting with clients on solutions, managing key deliverables, and reporting on issues, risks, and status.
Product Customization: Set up and customize the various products and services selected by the client, ensuring an end to end quality integration.
Issue Resolution: Help drive resolution of issues through problem solving and identification of vital resources.
Expectation Management: Effectively manage client expectations and deliver client ready communications.
Market Awareness: Keep a close watch on market changes within the industry and apply that knowledge to benefit clients.
Risk Management: Manage and mitigate risks to ensure project delivery.
Solution Implementation: Implement solutions with the client total experience in mind.
Pension Knowledge: Answer questions about pension plans for internal and external stakeholders.

27. Implementation Consultant Job Description

Project Execution: Hands on project execution including gathering and analyzing client requirements.
Design Best Practices: Determine best practice design.
Application Configuration: Configure the application to meet the approved design.
Client Training: Train client personnel and provide post implementation support.
Implementation Tasks: Execute implementation tasks including project management, kickoff meetings, ongoing internal and external meetings, design, review, implementation, training, and status reports.
Customer Relationships: Develop and nurture business relationships within the customer base to facilitate a sense of partnership with customers and promote additional services that will increase customer retention.
Issue Management: Document all implementation issues discovered, resolve and escalate issues, and follow up on critical issues to ensure customer satisfaction.
Requirements Workshops: Lead requirements workshops to design, prototype, configure, and document content management and data solutions.
Customer Success: Ensure customer success from beginning to end of the engagement life cycle.

28. Implementation Consultant Overview

Software Implementation: Participate in various software implementation projects by providing assistance to clients for the design, configuration, and implementation of software solutions.
Functionality Design: Work closely with the client and product team to design the implementation of new functionalities.
Software Programming: Perform programming or configuration of the software product to meet client requirements including building integration and interfacing with other systems, constructing custom behaviour of the software, and data engineering.
Template Configuration: Configure various financial spreading templates, rating models, and workflow process related aspects of the software utilizing proprietary or industry standard software tools.
Gap Analysis: Conduct gap analysis and gather requirements for new functionalities.
Client Training: Provide training to clients on business functionality and technical administration.
Issue Analysis: Converse with client IT associates and subject matter experts to analyze and document issues and convey corresponding solutions.
End User Training: Prepare and deliver end user training sessions to facilitate successful adoption of new and improved features.

29. Implementation Consultant Details and Accountabilities

Client Liaison: Act as the primary point of contact between the client and teams throughout the project lifecycle.
Design Sessions: Conduct design sessions to demonstrate product capabilities to key client stakeholder teams.
Solution Advisory: Provide viable real world solutions for client needs through the product suite and advise client teams on leading practices and options.
Solution Delivery: Lead all aspects of solution delivery including requirement and gap management, testing, and defect tracking and resolution.
Client Support: Assist client project teams in configuring, testing, and training on products to enable successful business users.
Product Feedback: Provide continuous and valuable feedback to product teams on business needs in the market and help identify enhancements while developing the product roadmap.
Product Expertise: Establish a thorough understanding of one or more products including configurations and features through onboarding, training, and project work.
Implementation Leadership: Lead and execute the implementation process, taking ownership and accountability for delivering projects on time.
Workload Management: Handle multi project workloads and take ownership of delivery for new and existing implementations of varying size and complexity.

30. Implementation Consultant Tasks

Implementation Ownership: Own the customer implementation and product adoption plan for the first months of engagement with sales solutions.
Pre Sales Engagement: Engage pre sales to create awareness around the implementation journey.
Onboarding Management: Project manage the end to end onboarding journey with customers.
Application Integration: Help deploy successful application integrations such as CRM, SSO, EDI, and sales technologies.
Subject Expertise: Serve as subject matter expert on sales navigator both internally and externally.
Security Review: Review security protocols and practices to ensure company standards are met.
Customer Collaboration: Collaborate with the customer success manager and relationship manager on long term plan and customer handoff.
User Training: Train new users and administrators to ensure successful adoption.

31. Implementation Consultant Roles

Implementation Services: Work as part of a project team to deliver billable system implementation services for both new and existing clients including system configuration, data migration, and training.
Solution Design: Learn the software suite possibilities to translate ideas into solutions.
Solution Delivery: Deliver the scoped solution on time and within budget.
Quality Improvement: Actively contribute to improving team quality.
Stakeholder Liaison: Liaise with organizational relationships such as clients, team members, suppliers, and third party organizations.
Business Consulting: Perform business consulting with experience in service provider processes and the general CAFM, IWMS, or FMIS field.
Business Analysis: Read and compose business cases and road maps and explore solution scenarios with the software suite.
Presales Support: Assist in a presales capacity to help drive sales.

32. Implementation Consultant Additional Details

Application Training: Conduct application orientation for customers and provide train the trainer training for the customer team.
System Consulting: Consult with customers on system configuration, industry specific features, and system processes and procedures.
Customer Satisfaction: Create and maintain customer satisfaction and reference ability of customers as a primary goal for the position.
Process Improvement: Enhance the effectiveness of the position by instilling into the work environment efficiencies and tools that can be used to better sell and service.
Team Collaboration: Work in a team environment remotely and at customer sites to implement and support products sold to customers.
Issue Resolution: Analyze customer configurations and think out of the box to resolve issues.
Requirement Analysis: Analyze customer schedule data to understand requirements and how to best build a solution.
End User Training: Assist with end user training and take the system live after everything has been configured and everyone is trained.

33. Implementation Consultant Essential Functions

Requirement Translation: Understand and translate customer needs and requirements and ensure exceptional project management as they start their journey.
Onboarding Management: Project manage and train new customers to ensure they are successfully onboarded.
Data Processing: Assist with data processing for onboarding new customers.
Software Implementation: Help implement the software and ensure changes to original workflow are understood internally and externally.
Customer Advocacy: Ensure customer views are represented in the company and drive continual improvement in user satisfaction.
Feedback Collection: Work closely with product, marketing, and sales teams to collect and digest user feedback.
Quality Communication: Maintain a focus on quality with top notch written and spoken communication.
Testing Support: Support clients throughout the testing process to achieve the ultimate aim of getting them live.
Cross Team Collaboration: Work closely with product, support, customer success, and sales teams to help customers get the best from the software.

34. Payroll Implementation Consultant Role Purpose

HR Platform Configuration: Implement, configure, and customize HR platform tools to meet client needs.
Pre Sales Support: Support pre sales product demonstrations and sales opportunities as subject matter expert.
Communication Skills: Demonstrate excellent verbal and written communication skills with the ability to influence at all levels of customer engagement.
Requirement Design: Understand client business needs and refine interface requirements and design into onboarding delivery.
Workstream Management: Apply a process focused and creative skillset to handle multiple workstreams at one time.
Client Consulting: Serve as client consultant ensuring expectations align during system stand up and throughout the delivery process.
Process Innovation: Leverage innovation and continuously seek ways to enhance overall efficiency and productivity of procedures and people.
Solution Delivery: Deliver solutions exploiting the company product portfolio.
Business Alignment: Provide recommendations to customers on how to align business practices to standard software functionality.

35. Implementation Consultant General Responsibilities

Task Management: Deliver assigned tasks, projects, and tickets on time and to the defined quality standards.
Confluence Solutions: Use the Confluence solutions, tools, and processes to meet the requirements of internal and external clients.
Best Practices: Implement best practices and share this knowledge with colleagues and clients.
Team Collaboration: Collaborate with team members and external stakeholders and partners to ensure work priorities and stakeholder deliverables are scoped, met, or escalated.
Issue Resolution: Analyze, research, and resolve complex issues both independently and through interaction with clients, colleagues, and other departments.
Solution Design: Provide solution design, configuration, testing, and documentation activities to internal stakeholders to ensure governance standards are adhered to.
Professional Communication: Communicate with stakeholders and partners in a competent and professional manner at all times.
Report Design: Design and build appealing reports and dashboards.
Client Engagement: Work directly with clients to solve their business needs.

36. Implementation Consultant Key Accountabilities

Implementation Management: Manage the end to end customer implementation ensuring milestones and timeline expectations are achieved on or ahead of schedule.
Relationship Building: Build multiple customer relationships across various departments and seniority levels including clinical leadership, IT and security teams, and EHR and HR teams to clarify and drive to completion the cross functional processes that are key to the success and timeliness of each implementation.
Process Documentation: Ensure process and operating procedures documentation is up to date at all times to enable other department work.
Metrics Utilization: Utilize key metrics to evolve the service and quality of both the operations team and the overall programs supported.
Initiative Collaboration: Collaborate on the design and deployment of company initiatives, assist with requirements gathering, and help identify opportunities, risks, issues, and barriers.
Process Expertise: Provide expertise to operational teams on tools and approaches to automate and streamline key implementation processes including the sales to operations handoff, customer kickoff meetings, workflow assessments, and customer training.
Customer Support: Work with new customers helping them build their company technology.
Product Knowledge: Keep up to date with the latest product developments and internal processes using the resources available.

37. Implementation Consultant Roles and Details

Client Partnership: Partner with clients to help them understand software and implementation best practices.
Solution Consulting: Consult with clients to develop solutions that leverage the content management system and LiveDoc capabilities.
Content Analysis: Review and analyze client content and collateral to determine organizational methodologies.
Problem Solving: Understand business and content related problems to identify and present solutions.
Template Creation: Lead the creation of production dynamic document templates for new and existing clients.
Client Support: Provide support and ongoing services for existing clients in accordance with SLAs.
Client Training: Assist with conducting onsite and virtual training with clients.
Build Review: Review the product study build with the client and accept the build as complete before handing over to validation.

38. Implementation Consultant Responsibilities and Key Tasks

Requirement Analysis: Work with the customer to analyze and specify the requirements.
Solution Design: Design and deploy the solutions based on industry software products.
Solution Validation: Contribute to the validation and the support of the solutions.
Project Alignment: Work closely with project managers to ensure alignment with project goals and delivery progress in line with the project plan.
Effort Estimation: Contribute to estimate work package breakdown, schedule, and effort required for the assigned tasks.
Team Collaboration: Participate proactively in the creation and development of a favorable team working environment.
Documentation Management: Produce and manage internal and client facing documentation.
Service Quality: Ensure quality of service by developing a thorough and detailed knowledge of the product and maintaining this as new features are released.

39. Implementation Consultant Duties and Roles

Documentation Review: Review implementation documentation including business blueprint and wage type catalogue.
UAT Preparation: Prepare UAT test scenarios based on the implementation documentation and execute the test scenarios including master data entries, payroll execution, reporting, and interfaces to check if the system is configured in line with the documentation.
Catalogue Creation: Create UAT catalogue derived from the UAT catalogue template.
Test Evidence: Deliver test evidence to the client and implementation team and deliver a comparison of payroll and master data in the legacy and ADP systems with support of implementation tools.
Error Analysis: Analyse and report errors to the implementation team and propose solutions to resolve them.
Progress Reporting: Report progress on a regular basis to the project team.
Project Support: Support key project participants with the implementation of the product.
Problem Solving: Identify problems, assess impact, and determine solutions.

40. Implementation Consultant Roles and Responsibilities

Solution Design: Provide SME to design and develop solutions based on customer requirements and aligned with Gold Standards.
Stakeholder Communication: Communicate to technical, business and executive customer stakeholders to set appropriate expectations related to customer commitment and requisite resource allocation for a successful deployment and confirm schedule.
Cross-Functional Collaboration: Work cross-functionally with multiple departments including Solution Architects, Delivery Consultants, and partners.
Architecture Analysis: Analyze the current and future state data, technical, application and business architecture needed, verify and modify recommended implementation plan based on customer input and existing/inflight customer projects.
Implementation Support: Following final solution architecture delivery recommendation by the team, assist in design and troubleshooting during implementation to ensure final architecture meets client business needs and maintains alignment with nCino core product development direction.
Process Development: Assist in future communication, training structure, etc. to establish repeatable process for onboarding additional Enterprise Bank Implementation Consultant.
Methodology Training: Train on methodology including streamlining, simplification and automation of tasks.
Use Case Documentation: Document customer use cases for Product, Sales and Marketing teams to use.

Relevant Information

What Does An Application Consultant Do?