AstechLMS delivery
Loan management system implementation
shaped around your operation
Astech takes AstechLMS from business analysis through configuration, integration, training and continued support. The work starts with your lending products, processes, controls and systems, then turns the approved requirements into a practical platform design.
Analysis
Products, processes and controls
Integration
Sage CRM, Sage 300 and approved systems
Configuration
Workflows, records and reports
Adoption
Training, documentation and support
Delivery services
Requirements & business analysis
Needs into system scope
Configuration & development
Products, workflows and rules
Integration & report writing
Interfaces and approved reports
Training & documentation
Role-based adoption
Ongoing maintenance
Contracted support & releases
One accountable delivery team
Facility lifecycle
Manage each facility from application to settlement
1
Business and process analysis
Review the lending model, approval structure, user roles, transaction volumes, accounting needs, reports and current systems. Map the current process and identify gaps, duplicate capture and control points.
2
Value and scope analysis
Separate the work that creates operational value from low-priority requests. Define the platform modules, products, integrations, reports and project boundaries for the proposed phase.
3
Solution specification
Document the required records, fields, workflows, calculations, transactions, documents, reports, interfaces and acceptance criteria.
4
Solution architecture
Define the role of Sage CRM, AstechLMS, Sage 300 and each approved third-party system. Confirm data ownership, integration events, access and deployment requirements.
5
Configuration and development
Configure products, screens, workflows, business rules, transaction types, documents and reports. Complete approved custom development where configuration alone does not meet the agreed requirement.
6
Integration and data work
Build the approved interfaces and mappings. Where data migration forms part of scope, profile the source data, agree transformation rules and validate representative records before production loading.
7
Testing and system review
Test end-to-end scenarios across applications, approvals, account events, reports and financial posting. Record results, resolve defects and review the configured system against the agreed acceptance criteria.
8
Training and launch support
Train each user group on the processes and decisions relevant to its role. Provide system documentation and launch support in the format agreed for the project.
9
Continued maintenance and development
Support the live environment, review operational requests and plan approved product, workflow, integration or reporting changes through controlled releases.
Services
Services available across the project
Requirements and business analysis
Translate lending, finance and user needs into a clear system scope and solution specification.
System configuration
Configure products, fields, workflows, screens, roles, transactions, documents and processing rules.
Customisation and development
Develop approved functions or integrations that sit outside the standard configured scope.
Integration
Connect Sage CRM, Sage 300 and approved third-party systems through the methods defined in the solution architecture.
Report writing
Build approved operational, management and finance reports from the available data and reporting environment.
User training
Provide role-based training for AstechLMS processes, reporting and system administration included in the project scope.
System documentation
Document the configured solution, user processes and agreed technical or operational procedures.
Ongoing maintenance
Provide continued support, review and development through the contracted service arrangement.
Working together
What Astech needs from the client team
A successful implementation depends on timely decisions and active participation from the people who own the process.
An executive sponsor with decision authority
Product, credit, operations and collections representatives
Finance owners for transaction and General Ledger design
Technology owners for infrastructure, access and integrations
Approved policies, documents, reports and data definitions
Representative test cases and expected results
Users available for testing and training
Representative test cases and expected results
FAQs
Frequently asked questions
Timing depends on product range, workflow depth, integrations, data work, reporting and client availability. Astech confirms the proposed phases and schedule after the requirements and architecture review.
Yes. A lender can phase work by product, team, module, integration or business unit where the architecture supports that approach.
Yes. User adoption and training form part of Astech’s service offering. The training plan is based on roles, configured processes and the agreed delivery format.
Data work can form part of the implementation scope. Astech first assesses source quality, volume, structure, history, mapping and validation needs before confirming the migration approach.
The agreed support arrangement can cover maintenance, issue review, configuration changes, reporting work and continued development.
Astech advises on system design and delivery. The client approves products, policies, accounting treatment, access, reports and acceptance criteria through its named owners.
Plan the path from current process to connected platform
Discuss your lending operation, systems and implementation priorities with Astech’s business, finance and software team.