In the current technology landscape, where successful digital transformation leads to more efficient operations, the choice of vendor can often be the defining factor between success and failure. “Implementation Handbook: Capturing PoC Insights for Future Implementation” emphasizes the importance of thoroughly documenting each facet of a vendor Proof of Concept (PoC) to assist with analyzing findings and provide a comprehensive and organization-specific guide for implementation. This guide will increase a firm’s odds of successful implementation.

Blueprint for Success

A meticulous approach towards record-keeping during the PoC lays the foundation of a success-oriented blueprint. However, it extends beyond merely preserving data; it serves as a reference for outlining the critical components of a project. The scope1, technology deliverables, and detailed objectives for use-case scenarios provide clarity and align expectations among all stakeholders, contributing to a collective vision of the project’s end goals.

Components of an Implementation Handbook

The implementation handbook serves as a repository for all aspects of the PoC. It ideally includes the defined scope, expected outcomes, systems modules to be tested, use-case scenarios, scoring methodology to determine pass or fail, testing approach, and an exhaustive list of inputs, processes, and outputs. Step-by-step documentation of processes (including screenshots) for tested scenarios will be used as a reference for the upcoming implementation. In addition, it gives insight into findings like gaps or instances where custom configurations are necessary, thereby presenting an in-depth perspective into the project’s intricacies.

The Living Nature of the Implementation Handbook

An implementation handbook is not static. The document must evolve and adapt; continuous updates with contributions from PoC participants help it retain relevance and accuracy. Regular amendments update the document with the most recent insights, setting the stage for a smoother transition from PoC to the implementation phase.

Reaping the Benefits

The efforts invested in documenting a comprehensive Implementation Handbook can yield significant benefits in the form of time savings, risk mitigation, and a streamlined path during the subsequent implementation phase. The Implementation Handbook will guide the development of procedure documents, implementation checklists, implementation plans, and training modules for pre- and post-go live use. This approach provides your organization with knowledge and insights that inform and guide decision-making processes during implementation.


The dedication of time and resources towards developing a robust Implementation Handbook streamlines the planning for the execution phase. If your organization is poised at a system’s implementation threshold, investing in a detailed Implementation Handbook is not just good practice; it’s a strategic move. For expert guidance and support through this journey, from RFP to PoC to implementation, contact Meradia – your partner in achieving your transformation goals.



Download Thought Leadership ArticleServices: Expertises: Clients: Authors:

Nicol O'Connor

Nicol O’Connor brings dynamic and intuitive in-depth knowledge of the full investment process lifecycle to Meradia’s client. With valuable front-to-back-office transformation expertise, Nicol presents nearly 26 years of experience as an investment services IT professional. From her technical and leadership experience, Nicol seamlessly provides front-to-back-office operations. She has worked for leading guidance to Asset Managers and Pension Funds through implementation and integration projects. Nicol excels in assessing, implementing, and upgrading accounting, order management, performance, compliance, and analytic platforms.

Skip to content