The Foundation Period

Your journey begins with a live, hands-on session led by the Zato Success team.

From there, your team builds momentum across three phases:

Jobs 1–3 — Getting comfortable

In this stage, your team becomes familiar with the platform.

Focus areas:

• GL Scrutiny

• Workpaper review

• Command Centre

Support level:

• Close guidance from the Zato Success team

Jobs 4–7 — Building independence

Your team begins working more independently.

What changes:

• Multiple users actively using the platform

• Review workflow becomes routine

• Confidence increases with each job

Jobs 8–10 — Operating confidently

Your firm reaches a high level of confidence.

What to expect:

• An internal champion emerges

• Clear understanding of Zato’s impact

• Strong familiarity with end-to-end workflow

At this stage, your firm is ready for a rollout discussion.

Strategic Review

At the end of the Foundation Period, your Zato Success team conducts a strategic review.

What is covered:

• Tailored ROI analysis based on your actual jobs

• Cost comparison:

  • Zato vs outsourcing

  • Zato vs in-house processing

  • Including hidden costs

• A customised implementation plan for full rollout

What success looks like

By the end of the programme:

- Your team is confident using Zato
- Workflows are well understood
- You have clear data to support rollout decisions

Key Takeaway

The programme is designed to move your firm from guided onboarding to confident, independent usage — supported by real results at every stage.