Most experienced financial consultants and accountants believe that successful ERP (Enterprise Resource Planning) software implementations are created from equal parts art and science. With science, consistent input and measured efforts can predict and replicate the outcomes of pre-defined actions and processes. However, with art, we model our best representation or expression based on the diverse patterns, variables and conditions at a given time. The outcome is uncertain for we often make adjustments to accommodate new ideas, information or acquired knowledge as we make progress.
Implementation Planning
A truly brainstorming implementation planning will be discussed to the client, making sure that every single step is highlighted, every quirk is discussed, and every person affected is prepared.
- Business & System Analysis and Designing best suited system of recording business transaction
- Discussion about business operations, systems, workflow mechanism and other aspects.
- Designing of Charts of Accounts
- Planning the integrations to be made
- Choosing the employees to be trained
Software Installation
Software installation is considered one of the most time consuming and costly parts of is the software implementation, especially in case of customized software, however ready to use accounting software programs like peach tree and QuickBooks are low cost.
-
- Establishing passwords (and two-step authentication) for each user
- Defining user permissions and access to reports
- Configuring reports based on your business
Accounting System Configuration
Accounting system configuration phase consist of the establishment of company divisions, departments, and cost centers, and of course, project costing modules, jobs.
Data saved in other ERP or excel files is also imported in new system.
-
- All customer information is transferred into Accounts Receivable Module
- Establishing new customer
- Vendor information is transferred into Accounts Payable
- Establishing new vendors in Accounts Payable Module
- Transfer of ledger accounts balancing in new system
Training
Provision of training to staff to able to use the software as quickly as possible. understanding how to use the new software .
Accredited by
Our Courier Partners
Registered with
