Role of Accounting Software in Business

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Evaluating Cloud Accounting Software

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The Process

BACKGROUND

Getting Organized

Macro Selection Concerns

PERPARATIONSelection Process

Short Listing

EVALUATIONSoftware Demonstration

Decision Making

APPROVALSelling the decision

What the guide will do?Help your

organization get productive

quickly

Accelerate your selection team’s learning curve

Address many of the issues the selection team will encounter

Condense the best ideas in accounting system

selection into one easy-to-read publication

Provide practical guidance to

choosing the right solution

Make sure you are more self-sufficient and successful.

i

BACKGROUND

Getting Organized

Your evaluation team size should be commensurate with the size and complexity of your organization.

PERPARATION

The Evolving Software selection Process.Software selection activities have evolved over the years.

Key advice:

Avoid a non-value added replacement

Find full process support

Evaluate the platform as much as the application

Make flexibility a priority Focus on the organization of tomorrow

Make accounting a real partner in the organization

EVALUATION

Evaluation phase: the software ‘demo’In the cloud world, you don’t need to call in the vendor straight away..

Get very familiar via

online resources

Consider a free trial

Document what you

saw

Review Platform and Integration

Then call in the vendors

Step 1

Step 2

Step 3

Step 4

Step 5

APPROVAL

Contract issues

Service level agreement

Exit strategy (what happens to your data if you do not renew)

Liability issues

Performance requirements

Don't forget...

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