Best Practice – Business Accounting Software Suitability and Implementation Process

How Micro Plus Solutions helps customers choose and implement the right program for their business.

Author: mrt/Monday, 7 January 2013/Categories: Business Management Software

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Micro Plus Solutions knows the capabilities of the Business Accounting Software that we provide, but our potential customer knows their Business requirements. To be certain the suggested solution is right for the customer we need to work closely with the customer.

This generally involves a Concise Customer needs analysis where we determine the exact requirements for their business, important functionality in their existing Business Management Accounting Software and new functionality and features they are looking for.

Once we determine the best solution for their business and the customer decides to go ahead with the proposed solution we start planning the implementation phase. We work carefully with the customer on the design and configuration of the solution. Where possible we recommend creating and configuring a test company so the client can test all aspects of the business requirements. This procedure has proven very beneficial as it often identifies various methods to handle some business processes. It’s always better to start with the ideal methods for the business prior to going live.

After testing we would start the process towards going live with the solution.

Alot of businesses think it’s best to implement a new Business Management Accounting program at the start of a financial year. Nowadays this really is a myth. In Australia for example the ideal planned program live implementation can be at the end any BAS Month or Quarter and start of new financial year of course.

When moving from another Accounting Program we would normally start with Accounts Receivable, Accounts Payable, General Ledger and Stock Opening Balances. Existing Sales and Purchase Orders usually need to be entered as well. To save time we can usually import Customer, Supplier and Product Details. This typically avoids the painful exercise of manually pre-entering this detail. Unfortunately the client’s old accounting software determines what we can import as we need to be able to export this information from their existing software and some Accounting Software has no or poor record export functionality.

Finally it is really important to allow plenty of time to plan from the suitability stage to live implementation rollout. A project that is rushed is not ideal and usually results with problems after rollout.

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