Implementation Support
A dedicated implementation specialist owns the process alongside you from discovery through go-live — setting the agenda, defining next steps, and making sure nothing stalls.
Switching back-office platforms is a significant undertaking, and how well it's managed makes all the difference. Artisan's implementation process is designed to get your firm into production as quickly as possible, with a dedicated implementation specialist guiding you every step of the way — so you never find yourself wondering what happens next.
No guesswork. No dead ends.
One of the most common reasons software implementations fail is simple: the new user gets handed a system and left to figure it out on their own. That's not how Artisan works. From your first discovery call to your go-live date, your dedicated implementation specialist owns the process alongside you — setting the agenda, defining the next steps, and making sure nothing stalls. At the close of every session, you know exactly what needs to happen before the next one.
How it works
The process begins with one or two discovery calls where your Artisan implementation specialist gets to know your firm — your current data, where it lives, how it's structured, and what your team needs to learn. That understanding shapes everything that follows, ensuring the implementation is tailored to your firm's specific situation rather than a generic checklist.
From there, implementation and training happen together. Rather than learning the system in the abstract, your team works through Maestro's setup and configuration in the context of your own data and your own workflows. Web-based sessions keep things accessible and flexible, and at the close of each session your team receives focused homework items to complete before the next meeting — reinforcing what was covered and keeping the process moving forward on a clear timeline.
What affects the timeline
Implementation timelines vary depending on the volume of data being converted, the source system it's coming from, the condition of the data itself, and your team's availability to engage in the process. Artisan works closely with each new client to assist with data conversion as much as possible, but the speed and smoothness of the transition is a partnership — the more prepared and engaged your team is, the faster and cleaner the go-live.
What you can expect
Dedicated specialist
Assigned to your firm from day one.
Discovery sessions
We understand your data and requirements before work begins.
Data conversion help
Hands-on assistance moving data from your prior system.
Integrated training
Training runs throughout implementation, not as a separate afterthought.
Structured progress
Session-by-session milestones with clear action items between meetings.
Clear path to production
No guesswork, no gaps.