Implementation / Integration

VestServe is committed to offering the most suitable and efficient implementation possible. Our specialists do extensive preplanning and will work with you to ensure a smooth installation.


Delivery Methodology - VestServe uses an installation methodology that includes client meetings; full requirements validation; detailed, customer-specific project plans; hardware planning; and acceptance testing. Each client is viewed as a business partner, and we believe the foundation of any relationship begins with an efficient and thorough installation process that is completed in the best possible time frame.


Development of a Project Plan - A detailed project plan and work breakdown is developed with each client. This contains the elements required to implement IMS in your specific environment, and serves as the basis upon which IMS is delivered.


Systems Requirements Validation - A detailed systems-requirements validation is performed utilizing client specifications. This review details and defines all functional requirements from which the parameterization of IMS is established prior to delivery. It also includes questions about daily processing, communication specifications for data feeds, host file-transmission requirements, and data reconciliation.


Pre-Installation Meeting - At a pre-installation meeting, operational and technical personnel are briefed on IMS. At this meeting the VestServe project manager reviews the site and discusses the implementation process. A mutual understanding of project goals and an installation timetable is achieved. Test and acceptance plans are determined.


Hardware Installation Planning - VestServe will help you choose which hardware and operating system configurations will provide optimum performance for your new system.

Ongoing Services and Support - VestServe approaches every client as a business partner. Once installation is completed, we assign an executive representative to maintain that relationship. This representative meets with clients twice annually, and more frequently depending upon activity within the account. We also offer ongoing, day-to-day support.


One Number Support - Our support team includes experienced representatives made up of accountants, CPAs, and technical specialists. Most issues are resolved over the telephone, through our remote support facilities, or by remote connection. Onsite support is also provided, if necessary.


Support Call Logging - Every support call, regardless of its nature, is logged into the VestServe Support System and is tracked until resolution. In addition, IMS has built-in tools that users can use to quickly report issues to our support team.