Functional consultant, technical consultant and project manager
You will be able to: Separate the work of functional, technical and project roles; State what a functional consultant owns in each project phase; Recognise the limits of a partner's role on Zeyto.
- Read not done yet
- Self-check: not taken not done yet
- Lesson complete not done yet
A good implementation has clear roles. The same person may wear several hats on a small project, but the hats are different and you should know which one you are wearing.
| Role | Owns | Typical Zeyto work |
|---|---|---|
| Functional consultant | Business fit: processes, configuration, data mapping, test scripts, training content | Workshops, blueprint, company and tax setup, chart of accounts, numbering, approvals, print formats, UAT, user training |
| Technical consultant | Environment and plumbing | Server and client installers, Windows service, network and firewall, printers, backup destination, remote access, licence activation, scripts for data extraction |
| Project manager | Plan, budget, risks, people, communication | Timeline, status reports, change requests, steering committee, go/no-go |
| Client project lead | Client-side decisions and access | Nominates key users, resolves conflicts, signs deliverables |
| Client accountant | Accounting policy and financial truth | Chart design, opening balances, VAT treatment, sign-off of reconciliations |
The functional consultant across the project
- Discovery: run workshops, document as-is processes, raise requirements.
- Blueprint: design the to-be process, classify gaps, get sign-off.
- Build: configure Zeyto in the right order and record every setting.
- Migrate: define mappings with the client, check imports and reconciliations.
- Test and train: write scripts, support UAT, teach key users.
- Go-live: run the cutover checklist, support users, hand over.
The technical consultant on Zeyto installs the server installer on one main PC per site, the client installer on every other PC and till, checks the Windows service, and sets up the daily automatic backup. Start Menu tools on the Zeyto computer cover everyday recovery: Back up Zeyto data, Restore Zeyto data, Restart Zeyto Edge, Reset Zeyto login and Zeyto LAN URL.
Knowing your limits
A partner configures Zeyto and trains the client. A partner does not change how the posting engine works, and should not promise a feature that is not in the product. When fit-gap finds a real gap, you raise it as a request with Zeyto and tell the client the truth about timing.
Practise in the demo
- Write a one-page role list for an imaginary 10-user project: who is functional, technical, project manager, client lead and accountant.
- Look at Settings, then Printers and Settings, then Backup. Note which tasks are technical and which are functional.
- Open https://demo.zeyto.app/demo-app/ and sign in with the demo login. This is a public demo with sample data, so nothing you do there affects a real business.
Public demo company, sign in as admin / demoAdmin123. Data refreshes nightly.
- Functional work is business fit; technical work is environment; project management is plan and risk.
- The functional consultant owns discovery, blueprint, configuration, mapping, tests and training.
- Do not promise what the product does not do. Raise gaps as requests.
Check yourself
3 questions on this lesson. Not timed, not the exam, and you can try again. Score 60% or more, and read the lesson, to complete it.
1. In a normal project the functional consultant installs the server and configures the network firewall.
2. Which pairing of role and task is correct?
3. Which TWO tasks would a functional consultant normally own?
Select all that apply.