Week 1
Discovery
We map your estate, lease types, charge structures, approval chains and reporting obligations, and agree the migration scope.
- Estate and unit hierarchy
- Charge and escalation rules
- Roles and approval chains
- Reporting requirements
Onboarding
From signature to go-live in about six weeks.
Implementation is delivered by Trident, not outsourced. You are assigned a named lead who runs the programme from discovery through to the first live billing cycle.
Week 2
Branding & environment
Your isolated environment is provisioned, your identity applied and your domain and sending address configured.
- Dedicated database and host
- Logo, palette and templates
- Domain and certificates
- Email sending domain
Weeks 3–4
Data migration
Existing leases, tenants, units and balances are loaded. Signed agreements can be run through the Smart Lease Reader to speed abstraction.
- Tenant and lease load
- Unit and area schedules
- Opening balances and arrears
- Document vault population
Week 5
Configuration & UAT
Workflows, alerts, report packs and permissions are configured, then tested with your finance and commercial teams.
- Critical date rules
- Report pack build
- Permission matrix
- User acceptance testing
Week 6
Training & go-live
Role-based training for staff, tenant portal invitations issued, and cutover with Trident alongside your team.
- Role-based training sessions
- Written operating guides
- Tenant portal rollout
- Hypercare at cutover
After go-live
Support runs for the whole licence term.
The annual licence includes support and every product update. There is no separate maintenance contract.
- Named support contacts with agreed response targets
- Product updates delivered continuously, at no extra cost
- Quarterly review of usage, adoption and outstanding requests
- Refresher training for new staff at no charge
- Add-on modules can be enabled at any point in the term
Ready to scope your implementation?
Send us your estate profile and we will come back with a schedule and a migration plan.