Getting Started with Fortes Milestones, Step by Step

Support from setup through to launch.

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Getting off to a good start with Fortes Milestones begins with an implementation that fits your organization. That’s why we guide you every step of the way: from kick-off and setup to go-live, billing, and post-implementation support.

Throughout the process, we tailor the design to your processes, work methods, and preferences. This creates an environment where employees can get to work quickly and feel at ease.

  • Average turnaround time: 3 to 4 months ( depending on your organization, processes, and internal availability).
  • Guided setup based on your workflow
  • Focus on time tracking, billing, integrations, and reporting
  • Support During and After Go-Live

The average turnaround time and the seven implementation steps are based on the provided phasing/output.

From kick-off to follow-up

What are we going to set up together?

During implementation, we lay the foundation for the day-to-day use of Fortes Milestones. We set up the environment based on your processes, preferences, and way of working. There are a number of elements that almost always come up.

Rates and Pricing Agreements

We document rates, agreements, and variations to ensure they are accurately reflected in our records and invoicing.

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Time Tracking and Approval

We set up the process for how employees track their hours and expenses and how the approval process works.

Projects and Activities

We set up projects, activities, and structures in a way that suits your organization.

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Invoicing

We’ll set up the invoicing process, including proposals, reviews, and assistance with the first invoices.

Reports and Insights

We ensure that the right information is available to you through reports, dashboards, or Power BI.

Connectors

Where necessary, we integrate these links with financial accounting, CRM, or other systems.

Implementation support tailored to your organization

Every organization gets started with Fortes Milestones in a different way. That’s why we offer different levels of implementation support. Together, we’ll choose an approach that fits your situation, your way of working, and the level of support you need.

Core

For a structured start

For organizations that want to get off to a smooth start. Fortes carefully sets up the foundation; you test it, make targeted additions, and prepare thoroughly internally.

Plus

For additional guidance and training

For organizations that want more support. Fortes works with you to plan the setup, usage, and billing, and provides targeted training for key users.

Managed

For comprehensive support

For organizations seeking in-depth support. Fortes actively assists with setup, integrations, reporting, planning, and optimization.

The size of your organization, the complexity of your processes, and the available internal capacity determine how much support is needed during implementation.

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Working Together for Success

What do we expect from your organization?

We achieve a successful implementation together. Fortes guides the setup and the process, but we always make key decisions regarding methodology, processes, and usage in consultation with your organization. Make sure you have a decision-maker for the setup and working methods, key users who will actively test the system, involvement from finance or billing, IT or systems expertise where needed, and time to test and make decisions.
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Frequently Asked Questions

Here you’ll find answers to the most frequently asked questions about implementing Fortes Milestones.

How long does it take to implement Fortes Milestones?

Implementation typically takes between four and six weeks, depending on the complexity of your organization.

Can we incorporate existing data?

Yes, we offer support for migrating existing data to Fortes Milestones.

Are integrations with other systems included?

Yes, we’ll ensure that integrations with other systems are seamlessly integrated into the new platform.

Is implementation primarily a technical project?

Although technical aspects are important, the focus is also on process optimization and user-friendliness for all users.

When will employees start using Fortes Milestones?

Employees can start using the system immediately after the go-live date.

Do users receive training?

Yes, we offer comprehensive training sessions to ensure that all users become familiar with the system.

What do we need to do ourselves during implementation?

Your team must actively participate in testing sessions and make decisions regarding the system’s design and use.

What happens after the system goes live?

After the system goes live, we provide follow-up care and support to quickly resolve any questions or issues that may arise.

Can we continue to optimize the system after implementation?

Yes, we offer options for further optimization and adjustments after the initial implementation.

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Start today with easy scheduling, hour registration and error-free invoicing.

6 + 13 =

No time wasted on invoicing

“We used to spend half a day invoicing, but that’s a thing of the past.”

Kees Leijs

Director, Kop of Munt

Read the full case study