STEPS FOR SUCCESSFUL IMPLEMENTATION
OF ATOM IN YOUR ORGANISATION,

here’s a detailed implementation plan ensuring smooth adoption and utilization

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Pre-Onboarding Procedure

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Onboarding Procedure

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Post-Onboarding Procedure

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Support

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Pre Onboarded
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Post Onboard
Support

PROGRESSIVE IMPLEMENTATION

To ensure smooth adoption, we advise the admins to implement ATOM in phases

ONBOARDING THE BASICS

  • Features: Client Profiles, Task Creation, Task Status Updation, Attendance Management.

Objective: Get Familiar With Basic Functionalities Such As Attendance Tracking, Assigning Tasks And Tracking Progress & Client Management.

ADVANCED USAGE & INSIGHTS

  • Features: Task Stages, Task Comments, Subtask Creation, Client Grouping, Client GSTIN Verification & GST Compliance Tracking, Approval Mechanism.

Objective: Gain Insights Into Ongoing Tasks, Have Control On Group Clients, And Integrate ATOM Pro Into Daily Workflows.

OPERATIONAL EXCELLENCE

  • Features: Task timeline & timesheet, role-based notifications tracking, automated task allocation, ATOM Pro whole.

Objective: Gain insights into ongoing tasks, have control on group clients, and integrate ATOM Pro In Operation Excellence  in Objective Optimize workflow, automate routine tasks, receive notifications and establish ATOM Pro as the sole source of truth for compliance management.  daily workflows.    

FINANCIAL INTEGRATION

  • Features: setup billing entities,create invoices & receipts, summary of client’s GST & accounts payable.

Objective:Integrate billing with the firm's accounting processes to streamline revenue management and have a clear picture of what are your different receivables on client level.

DATA ANALYTICS FOR MANAGERIAL PERSONNEL

  • Features: Monthly reports, Monthly compliances, Upcoming e-proceedings, future assignments.

Objective:Generate various reports, check whether the compliances are properly adhered, see what are the responses due in the upcoming period & plan your future assignments accordingly.

POST-IMPLEMENTATION SUPPORT

Objective: Maintain continuous engagement with the implementation team to ensure success.

  • Weekly Meetings
  • Review task progress on the Dashboard
  • Track tasks nearing due dates and address any blockers.
  • Identify expiring client credentials and schedule renewals.
  • Monthly Meetings
  • Review completed tasks and ensure billing is done.
  • Analyze revenue-related reports and optimize resource allocation.
  • Ensure recurring tasks are created and updated.

PERIODIC FEEDBACK

Objective:Continuously improve and adapt the system to the firm’s needs.  Collect user feedback regularly to address concerns.

ENCOURAGING USER ENGAGEMENT

Boost ATOM adoption by rewarding users for top performance, such as the highest number of tasks completion or maintaining efficiency by aligning actual hours with budgeted hours. Recognition through certificates, vouchers, or public acknowledgment fosters motivation, accountability, and sustained engagement.