how we work

Your transition to TemplaCMS takes the form of a series of carefully managed stages as detailed below.

Once you decide to go ahead we put together a Templa Project Team that comprises a Sponsor (Director), Project Manager and Technician. You then identify a competent manager, ideally from your Finance or IT departments to act as the chief focal point for implementation. This person should be supported by a Director level sponsor to ensure the necessary resources are made available.

Your IT staff (in-house or outsourced) review your IT infrastructure against a published guide on minimum technical requirements. However, Templa CMS is a total Microsoft Windows and SQL Server solution, meaning that it is highly likely that existing technology is already in place and that your users will be fully literate in its use.

Initial Consultation Meeting

After an initial conversation to understand your key requirements, objectives and business challenges we meet you at your offices to demonstrate how TemplaCMS will help you revolutionise your processes and procedures.

Business Process Review Meeting

Once you have decided to proceed, we meet you again to review the key business processes covered by the TemplaCMS Core System modules and how you will manage them in future using the software. The Business Process Review (BPR) is a fact gathering exercise to establish information relating to your company and its business and to understand and document your company’s full requirements in relation to Templa’s proposed solution.

Installation and training

We agree a convenient installation period with you, during which we transfer all your contract data to the new software database and provide training for your staff in different departments on the areas of the software they will be using.

How we work

In key areas such as payroll, accounts, you will initially run TemplaCMS in parallel to your existing systems to provide you and your staff with reassurance that the software is delivering accurate results.


At the end of the parallel run stages we will already have been on site with your staff on a number of occasions to assist with your data migration reconciliation. By the time you go live, we are then able to offer remote assistance, with any ongoing queries handled effectively.

Post Go-Live

Our implementation team hand over your installation to our dedicated help desk staff, who then provide you with support for your day-to-day queries.