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Implementation Support

M&A Implementation helps you bring a newly acquired company (the "Operating Company") onto your existing Aspire system (the "Parent Company"). It combines the Operating Company's operating needs with your standards and Aspire best practices.

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What We Do

Full M&A Implementation

A 90-day implementation for a newly acquired company merging into your Aspire environment. The result is an operating Aspire environment your acquired team uses every day, with accounting integrated and the team prepared for its first live payroll and end-of-month close.

Includes
  • Biweekly one-on-one training meetings with your assigned M&A Implementation Manager.
  • Accounting Specialist support.
  • Accounting group training classes.
  • Go-live support, with preparation for the first end-of-month close.
  • Unlimited access to the Aspire Knowledge Base, including help documentation and training videos.


M&A Implementation Training Only

A 60-day training engagement that gives your acquired company's key users module-by-module virtual training using a train-the-trainer approach. The goal is for those users to operate the system confidently and train their own teams.

Includes
  • One-on-one virtual training with your M&A Implementation Manager, two one-hour Zoom sessions per week for 60 days.
  • Training on: Contacts, Properties, Estimating and Opportunity Creation, Work Ticket Management, Scheduling, Aspire Mobile, Purchasing, and Invoicing.
  • A structured guide of work to complete between sessions.
  • Direct email access to your M&A Implementation Manager for questions about the new acquisition's implementation.

M&A System Configuration

A configuration engagement that sets up your acquired company inside your existing Aspire environment and establishes a self-service branching model. The result is an operating platform your team uses daily.

Includes

  • Eight one-on-one virtual sessions with your M&A Implementation Manager: two sessions per week for four weeks, up to one hour each.
  • A structured guide of work to complete between sessions.
  • Email access to your M&A Implementation Manager between sessions.

Configuration areas (as they apply to you)
  • Pay Code Configuration. Pay code structure aligned with payroll needs and your standards.
  • Time Attestation. Deciding whether you need time attestation based on how you operate.
  • Branch Configuration & Invoicing. Branch-level settings, including invoicing templates, workflows, and approval structures.
  • Customer Portal. Setup and customization of the customer-facing portal, including access permissions and communication preferences.
  • Accounting Setup. Accounting parameters, including general ledger mapping, tax settings, and integration alignment.
  • Layout Publishing. Review and publication of layouts for opportunities, invoices, and purchase receipts.
  • Inventory Setup. Configuration of your inventory system and items.

Ready to get started or want to learn more? Submit a ticket in HelpHub through the Aspire Pro Service Portal, or contact your Customer Success representative. Include the name of this service in your request so we can route it to the right team.