Implementation timeline

A typical implementation plan, from discovery and configuration to pilot, go-live and support.

These week ranges are typical. The plan depends on scope, integrations and data quality. Phases can overlap. Agree the actual schedule and acceptance steps during discovery.

  1. Discovery

    Typical weeks 1-2

    What happens

    Agree goals, scope, a process map, roles and a data inventory.

    What you prepare

    Bring process owners, sample requests and a list of data sources.

    Outcome

    A reviewed scope and a shared list of responsibilities.

  2. Configuration

    Typical weeks 2-4

    What happens

    Set up the tenant, users and roles, catalogs, approval rules, templates and criteria.

    What you prepare

    Prepare user lists, category owners, approval policy and catalog data.

    Outcome

    A configured workflow ready for integration and pilot checks.

  3. Integrations

    Typical weeks 3-6

    What happens

    Work on ERP or accounting export, KSeF test environment then production certificates, VAT White List, PunchOut and SSO if needed.

    What you prepare

    Provide integration owners, formats, test access and production access responsibilities.

    Outcome

    Reviewed connections and a documented handoff between systems.

  4. Pilot

    Typical weeks 5-8

    What happens

    Use one unit or category with real requests and a feedback loop.

    What you prepare

    Choose participants, real purchase examples and time for review.

    Outcome

    A tested workflow with issues assigned and configuration changes agreed.

  5. Go-live

    Typical weeks 8-10

    What happens

    Roll out access, train people by role and complete the cutover.

    What you prepare

    Confirm rollout owners, training attendance and the cutover plan.

    Outcome

    Users can request, approve, order and record receipt under the agreed rules.

  6. Hypercare

    Typical 2-4 weeks after go-live

    What happens

    Provide support, tune the configuration and hold the first review.

    What you prepare

    Collect questions, assign issue owners and bring examples to the review.

    Outcome

    A reviewed operating process and an agreed support handoff.

Confirm approval rules before the pilot. Treat KSeF production certificates and supplier data as named project tasks. Start with a scope the team can review, then use feedback to plan the wider rollout.