Implementation Steps

The typical eBillingHub implementation process consists of the following basic activities.

Activity	Who	Purpose	Timing / Prerequisites
Workstation Configuration	IT Contact	Set up each PC that will be used with eBillingHub with permissions to allow eBillingHub to download components. For more information, see the eBillingHub Technical Configuration Manual.	At least one workstation needs to be done to complete the Configuration. Should be completed by End User Training
Client List Review	Billing Coordinator	Determine what new client setups are needed Determine clients that need special attention during testing	Should be completed before Administrator Training
eBilling Vendor Connectivity	Billing Coordinator, selected Billing Staff	Request logons with the eBillingHub email address for vendors listed in Configure eBilling Vendor Connectivity. For more information, see Configure eBilling Vendor Connectivity.	Can be started when Configuration is complete, should be at least partially complete for End User Training
Kickoff - scheduled meeting	Billing Coordinator, IT Contact	Review current billing practices and how they would be affected by the eBillingHub implementation. Identify IT infrastructure tasks Create initial implementation plan based on the firm's goals and expectations	Approx 1 hour Initial meeting
Admin I Training	Billing Coordinator, selected Billing Staff	Configure System Tab covering global settings, mapping of timekeeper titles, matter arrangement types, UTBMS codes and custom mapping overrides. Create default and any client-specific expense code maps for use in the Hub. For more information, see Map Expense Codes. Map Clients, Client Extended Fields, and Configure ebill Recipients. For more information, see Client Setups.	1.5 hrs Can be started immediately after Kickoff session.
Admin II Training	Billing Coordinator, selected Billing Staff	Map Clients, Client Extended Fields, and Configure ebill Recipients. For more information, see Client Setups.	1.5 hrs Can be started when Configuration is complete, should be mostly completed prior to End User Training.
Testing, Intro to End User Training	Billing Coordinator, All Billing Staff	Basics of logging in, password reset; Home page; Generating and Submitting Invoices using Billing Wizard and Quick Invoice; Validation Only Wizard; Editor; Active Invoices; Help Menu.	1.5 hrs All Mappings should be in place prior to End User Training.
Custom End User Training	Billing Coordinator, All Billing Staff	Live invoice submission; QA; Refresher.	1 hr Live invoices are required for a successful session.