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Project Management & Strategic Planning

From start to finish, SOURCE ensures that projects are handled smoothly and efficiently. Our process is driven by our client’s business objectives with realistic and detailed project plans designed to track tasks, identify risks and stay on budget.

Client Level Project Management

Our experienced consultants provide various levels of support for project management and strategic planning. Our role as project managers is to work on your behalf—we are your advocate. We have extensive experience in deploying applications, implementing change and functioning with all levels of firm management. Even if you are a large scale international and multi-office firm, we will manage your financial system implementation from project planning to on-site and go live support. We will conduct and assume responsibility for:

  • A smooth and successful project managed from beginning to end with careful attention to your goals
  • Project planning meetings
  • Identification of firm project team members
  • Development of the project planning document
  • Management of the entire effort including internal staff, third parties and all vendor related tasks
  • Cooperation with vendors to complement the services they provide and identify obstacles before they impact the project timeline
  • Data conversion planning
  • Planning and oversight of User Acceptance Testing
  • Organization and staffing changes
  • Business continuity planning for final system conversion
  • Oversight to keep your project on budget and on time

Service Request Form

Our services are specifically tailored to meet the needs of our clients. For more detailed information on how we can help you, please feel free to contact us at or fill out our service request form.