Certify Business Requirements Document

Hello and Welcome to Certify!

To help us get you started with Certify quickly and easily, please complete this form. Upon completion your project will move into our resource assignment Queue and your dedicated implementation specialist will be assigned within 5-10 business days.

Important Note: We understand that you may need to discuss some of these questions in more detail with your implementation specialist. Please try your best to complete this form to the best of your ability and list out any questions in the free form text boxes available. These questions will be addressed first when you begin your project.

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Company Name *

What products have you purchased? *

Expense

Amtrav Travel

Certify Travel (CET) This product requires you to have your own TMC or utlize our partner TMC Advanced Travel

Invoice Classic

AP - Invoice Only

AP - Full Suite

Your Company Contacts

Project Sponsor: This is the account decision maker, the individual who will deal with contractual details and billing questions.

First Name *

Last Name *

Project Sponsor Email *

Project Manager: This is the main point of contact for your Certify Implementation Specialist. They will facilitate implementation with your internal team, and organize a roll out plan that will work best for your user community.

First Name *

Last Name *

Project Manager Email *

Please detail any additional contacts (Name & Email) and the role they will play in the project here:

example: Mary Thomas (mthomas@certify.com) IT assistance *

Desired Project Start Date * +

Desired Project 'Go-Live' Date * +

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