Main Responsibilities and Required Skills for Implementation Consultant
An Implementation Consultant is a professional who specializes in helping businesses implement and configure new systems, software, or processes into their existing operations. They assess the client's requirements, goals, and challenges to determine the best solution for their specific needs and provide implementation services. In this blog post we describe the primary responsibilities and the most in-demand hard and soft skills for Implementation Consultants.
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Main Responsibilities of Implementation Consultant
The following list describes the typical responsibilities of an Implementation Consultant:
Advise
Advise and consult with clients to make their business more efficient, profitable, and scalable.
Analyze
Analyze and troubleshoot customer issues and requests.
Analyze and troubleshoot Workday related issues through root-cause analysis and resolve.
Analyze Customer requirements and configure the UKG system to meet each Customer need.
Analyze unique configurations of customer sites and customize processes and training accordingly.
Assist in
Assist in the development of client-specific training material.
Assist presales / sales teams in defining scope, cost and estimations.
Assist the client during the preparation of his first pay.
Assist the SMEs and end-users to develop desk procedures.
Assist with quality assurance testing.
Assist with system upgrades, implementations, and maintenance when required.
Automate
Automate monthly invoicing based on storage unit for customer in beverage wholesale.
Balance
Balance clients payroll and prepare turn-over documentation.
Build
Build advanced knowledge of recruiting functions, best practices, and recruiting playbooks.
Build and maintain Client relationships through listening and customer focus skills.
Champion
Champion your customers internally by collecting and relaying their feedback to our Product team.
Coach
Coach and mentor junior team members.
Coach client resources around requirements management.
Collaborate
Collaborate with various internal teams to document requirements and create solution options.
Communicate
Communicate and manage internal and external implementation requirements and expectations.
Communicate with the wider technology teams to coordinate interdependencies and resolve issues.
Conduct
Conduct a discovery to gather project requirements.
Conduct and facilitate internal and external user training.
Conduct client workshops for delivery of solution.
Conduct consulting sessions (on the phone and in-person) and document with meeting minutes.
Conduct design review meetings to ensure developed system meets all requirements.
Conduct (on site and remote) Training / Design / Consulting Sessions in a professional manner.
Conduct on-site and web-based application training.
Configure
Configure and implement our logistics solution at each client' s site.
Configure Ceridian application to meet customer's documented business requirements.
Configure production reporting.
Consult
Consult internal / external customers on timing for implementation milestones.
Consult with clients, review and understand their current work process.
Contribute to
Contribute to team effort by accomplishing related project tasks as needed.
Contribute to the accuracy of all supporting documentation.
Control
Control risk and minimise uncertainty for clients.
Coordinate
Coordinate extensively with other teams within the department and the company.
Coordinate technical integrations with SFDC, email / calendar, and other sales tools.
Create
Create and maintain requirements documentation and project plan.
Create business requirements documents and functional specifications.
Create internal as well as external training materials for personnel that will use the solution.
Create new processes and templates as needed, thinking about efficiency and scalability.
Create supporting documentation for complex client integrations.
Create training documentation.
Define
Define the data migration process, if needed.
Demonstrate
Demonstrate to and train customer users to ensure that the solution we've built is the right fit.
Design
Design and conduct data migration from legacy systems into Vitruvi.
Design conversion approach.
Design Future State Workflow (including System Workflow and Department Process Workflow).
Design solutions for the gaps and process changes identified.
Develop
Develop and maintain documentations to ensure a consistent and effective delivery for the client.
Develop customized informational reports based on client requirements and specifications.
Develop informational reports.
Develop solutions to complex problems that require the use of independent judgement and creativity.
Develop training plans and documentation.
Direct
Direct team members as needed to ensure successful project implementation.
Ensure
Ensure a successful launch of the solution to their employees.
Ensure client satisfaction through follow-ups, client responsiveness and ongoing communication.
Ensure customer success from beginning to end of the engagement lifecycle.
Ensure key project deliverables are delivered to a high standard.
Ensure optimal system functionality through design of reports, dashboards and homepages.
Ensure protection and security of client files and records.
Ensure security and data privacy is handled and understood appropriately in all interactions.
Ensure smooth client transition to Customer Success team.
Ensure successful onboard and overall client satisfaction.
Ensure that course completion certificates are supplied to customer sites in a timely manner.
Ensure that the new payroll process design does not negatively affect payroll delivery and accuracy.
Ensure the adherence to SLAs, and key metrics according to the organization's goals and objectives.
Ensure the client is referenceable once the client is in production.
Ensure the client takes advantage of Workday best practices.
Ensure the integrity of the client's file throughout the implementation process.
Ensure the timely submission of time and expense reports.
Ensure timelines and project plan dates are met.
Ensure timely communication to clients.
Evaluate
Evaluate implementations and provide feedback on areas of improvement.
Exposure
Exposure to the implementation of the risk reporting when it comes to Capital (COREP) and IFRS 9.
Facilitate
Facilitate requirement gathering sessions with clients to identify business objectives.
Facilitate the requirements gathering of "As Is” process definition via interactive workshops.
Follow
Follow QA processes to ensure a quality product is delivered.
Follow-up
Follow-up on issues reported by our customers.
Formulate
Formulate systems to parallel overall business strategies.
Generate
Generate the Activities Report (RAT) and other documentation according to the methodology.
Guide
Guide and direct the project team to ensure the successful delivery of the projects in hand.
Guide and teach clients on the configuration of Cority software to meet business requirements.
Guide end user through User Acceptance Testing.
Guide, instruct, and coach the hiring team during their implementation.
Help
Help people return to the office safely.
Help team members overcome technical issues in implementations.
Host
Host meetings directly with clients to gather requirements, analyze situation and provide solutions.
Identify
Identify success story candidates for announcement to client community.
Identify and drive solutions for all impediments to GL model adoption.
Identify and mitigate issues and risks that could negatively impact the project.
Identify, File and Follow-up Product Features and issue requests during implementation.
Identify issue pattern and work with product management and engineering team for system resolution.
Identify opportunities to advise and inform other colleagues.
Identify opportunities to position other service offerings.
Identify opportunities to re-engineer business processes.
Identify out of scope services and escalate as needed to ensure all services are included in pricing.
Identify the requirements and manage the integration of Vitruvi into existing business systems.
Implement
Implement and Configure NetSuite Implementations.
Implement new US payroll customers in Kronos Payroll Application.
Install
Install and configure Windchill tools including 3rd party software as applicable to client solutions.
Interpret
Interpret project requirements to determine the best solutions using the appropriate tools.
Lead
Lead consulting engagements with key customers on larger projects, ensuring quality delivery.
Leverage
Leverage industry and organizational standards, patterns and best practices to deliver maximum value.
Liaise with
Liaise with engineering team and document customer experiences and feedback.
Liaise with management and stakeholders on project details and deadlines.
Liaise with the engineering team and document customer experiences and feedback.
Maintain
Maintain a general awareness of industry changes / trends.
Maintain detailed knowledge base articles for client and internal use.
Maintain integrity of source code using TFS source code control tool.
Maintain payroll information and records on the Kronos payroll application.
Main
Main technical adviser to Customer Success teams.
Make
Make the necessary fixtures in our applications.
Manage
Manage business process mapping, process re-engineering, and gap analysis.
Manage client relationship during the implementation process.
Manage daily requests to assist end-users with issues or knowledge requests.
Manage and ensure operation teams meet service standards, turnaround, and response times.
Manage technical scope and client expectations.
Manage the scope of the project, performing its activities according to the foreseen schedule.
Manage to a clear client conversion flight plan with all relevant stakeholders.
Map
Map the current process and identify any inefficiencies in payroll processing and HR reporting.
Map the processes (when applicable) and system parametrization.
Mentor
Mentor project team and junior consultants.
Model
Model and coach others on Customer Service Excellence within Implementation.
Optimize
Optimize resources allocation.
Oversee
Oversee site configuration, quality assurance, and establishing foundation of client relationships.
Own
Own overall communication with internal and external stakeholders during the Implementation stage.
Participate in
Participate in continuing education sessions.
Participate in internal initiatives.
Participate on teams to achieve desired outcomes based on scope definition.
Perform
Perform analysis and evaluation of options, alternatives, and system capabilities.
Perform QA testing to ensure configurations are working as expected.
Populate
Populate the knowledge base with product and in-depth technical information.
Prioritize
Prioritize and complete assignments independently.
Prioritize reported client issues and escalate as necessary.
Produce
Produce technical documentation.
Provide
Provide customers with follow-up consulting and general assistance in areas of expertise.
Provide feedback / suggestions on internal process.
Provide healthcare industry perspective for customer business requirements.
Provide Implementation Services to Customers.
Provide ongoing support / troubleshooting as needed.
Provide post-sales technical integration support.
Provide project-related insight and advice to other team members.
Provide social insights and recommendations to support clients' business practices.
Provide superior service that delights our customers.
Recommend
Recommend opportunities for streamlining, consolidating, and optimizing processes.
Record
Record and disseminate end user feedback.
Research
Research and analysis (both primary and secondary research).
Respond
Respond to shifts in configuration scope and effectively manage client expectations.
Review
Review posted feedback on a continuous basis.
Review posted feedback on a continuous basis and respond to questions.
Review processes with client pertaining to product.
Review, test and implementation of bi-annual Workday releases.
Setup
Setup and management of online campaigns using the Avocet platform.
Share
Share product knowledge with other consultants.
Suggest
Suggest improvements to the client processes, based on the practices used in the system.
Summarize
Summarize findings and develop an implementation plan.
Support
Support and follow key work process flows for open enrollment and new client implementations.
Support communication of project status to stakeholders.
Support our clients during their testing phase.
Support System Integration and User Acceptance Testing.
Take
Take ownership of a small component of a project.
Test
Test the solution jointly with client teams in preparation for deployment.
Track
Track and report project metrics to the Project Manager to ensure project success and mitigate risk.
Troubleshoot
Troubleshoot key implementation issues and demonstrate ability to drive to successful resolution.
Understand
Understand and document their detailed benefits requirements.
Understand how our software works and keep up-to-date on product releases.
Understand the business objectives and processes of current systems.
Understand the Business Process Library approach and is contributing to it.
Use
Use and promote safe respectful behaviors based on training and lessons learned.
Use defined procedures and systems to perform and document implementation tasks.
Work with
Work Alongside the project lead to implement process improvements with systematic solutions.
Work closely with customers to prepare a training plan for various functional groups.
Work closely with Solutions team to onboard customers successfully.
Work with Delivery Assurance to ensure compliance with agreed to checkpoints.
Work with domain experts to refine service offering details.
Work with management to identify training opportunities, and build training material for the team.
Work with our client project teams to implement creative Sales Performance Management solutions.
Work with our clients to facilitate and compile test scripts, test cases, and overall testing plans.
Work with team members to define, prioritize, & implement selected enhancements.
Work with the project management team to determine out of scope items.
Most In-demand Hard Skills
The following list describes the most required technical skills of an Implementation Consultant:
Consulting
Business Analysis
Payroll
SAP
Customer Service
Saas
Oracle
HCM
Workday
Ceridian
Microsoft Office Products
Relational Databases
Business Practices
Most In-demand Soft Skills
The following list describes the most required soft skills of an Implementation Consultant:
Written and oral communication skills
Problem-solving attitude
Analytical ability
Organizational capacity
Collaborative
Engage with multiple projects & customers at the same time
Learn technology quickly through instruction and self-training
Presentation
Interpersonal skills
Team player
Innovative
Customer relationship acumen
Work under pressure
Attention to detail
Time-management
