Article by Joan Walker, Managing Director at UNAPEN, Inc.
See Part 1 here: What Can RIAs Expect from a System Conversion – Part 1
When we last left off, we had determined that signing a contract is the beginning of the process, not the end. We also learned our first lesson – your firm needs to have knowledgeable and empowered people as part of the conversion project team, but what does this mean? Many times a project team ends up looking like this: