The Alight Implementation Framework

The Alight Implementation Framework is our proven methodology for working with clients for a successful implementation of Alight Planning. The framework incorporates five steps:

  1. Goals & Objectives — You complete an in-depth questionnaire. We also review your current planning templates. Together we then develop your planning/reporting goals and objectives plus a timeline for implementation. In the process, we document a detailed list of tasks to perform with time estimates identifying Alight's contributions and your team's involvements.
  2. Basic Architectures — We define with you and develop prototypes of the architectural elements of your financial model. These include: timeframes for actuals and plan; financial statement rollup structures; dimension structures and attributes; plan and actuals reporting levels; and multi-user input and consolidation processes.
  3. Import Structures & Data — With basic architectures now defined, we work with you to create and test import templates including the automatic generation of baseline actuals and plan line items. This step includes development of procedures for routine monthly import updates and customized recorded training materials that document import processes.
  4. Modeling Structures — We identify with you the most important modeling structures to be incorporated into the financial plan and how, using Alight's modeling tabs and dimension assignments, each sub-set model should be organized. We then build and test templates of the model structures and define procedures for replication across your financial model. Again, deliverables include customized recorded training materials that guide you in replicating model structures.
  5. Other Support — As required, we provide the follow additional support elements:
  • One on one custom training to supplement the Alight Training Center and Implementation Manual materials.
  • Trouble shooting for modeling, reporting building and security setup. We use the 'the ten minute rule', a fast turnaround online and telephone support method for getting you back on the track for complicated issues.
  • End user training materials — we develop recorded videos based on your financial model which your users view to get productive on a fast track.