01
Understand the processes
Review a real grant cycle, participating departments, required reports, and current delay points.
Start & migrate
Change how work gets done.
In steps your team can absorb.
A suggested approach to evaluate TenXshift and migrate to it. Implementation scope, timeline, and team responsibilities are set in a clear agreement that fits your organisation.
02
Define the starting scope
Choose the grants, modules, roles, and approval paths that enter phase one.
03
Prepare the data
Inventory current files, clean duplicates, and map fields before a bulk-import trial.
04
Full-cycle trial
Review an end-to-end scenario from budget through purchase, spend, and reporting — and verify its outputs.
05
Enable the team
Assign an owner per process, an onboarding plan for roles and procedures, and a way to capture feedback.
06
Go-live and expand
Agree clear acceptance criteria, then expand use based on phase-one results.
Using another system? Discuss integration and data-migration options before locking the plan. Having an import tool does not mean every system’s data migrates automatically.
What do you prepare for the session?
Start with a real example
from your working day.
A grant budget structure after sensitive data is removed01
A sample purchase-request approval path02
Priority modules and departments list03
The most important report the organisation needs to produce04
Test your grant. Then choose your scope.
Self-explore, then a 20-minute demo, then a subscription by modules and users.