Sage Webinar 11.18.16
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Transcript of Sage Webinar 11.18.16
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“Tips for a Successful Implementation”
Leilani Torres, Construction Software Sales Associate
www.TeamTag.net
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TAG Management, Inc.
Founded in 1996, Tag supports and strengthens your company’s accounting
department and management team.Our team of consultants have roots in the construction industry and are dedicated to providing financial reports and systems to
help you monitor and manage the company.
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Rob Scherer – President • Founder• 20+ years business & financial experience• Prior CFO• Accomplished Speaker
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Construction Software Team Leads
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Our Lead Certified Sage 100 Contractor Consultant
Nicole Romero
• Over 10 Years of Experience in Construction Accounting
• Specialties Include Developing unique workflows and creating custom reports.
• Provides controller-level accounting services specifically for contractors – Financial statements, WIP schedules,
payroll reports, lien releases and invoicing.
• 40 plus implementations of Sage 100 Contractor (Master Builder)
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When is the right time?
URGENCYo New Projects?
o Requirements for Bonding?
o Losing Money?
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When is the right time?
Availabilityo Seasonal Work?
o Vacations?
o Business Travel?
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When is the right time?
Payrollo Running Payroll In House?Consider Quarter-End or Year-End
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What Makes for a Successful Implementation? Due Diligence
o Research
o Key Personnel
o Integrated
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What Makes for a Successful Implementation?
Sage Certified Consultanto Training
o Setup
o Data Migration
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What Makes for a Successful Implementation?
Positive Attitudeo Address Concerns & Questionso Improvement of Processeso Preparation
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What Makes for a Successful Implementation?
Realistic Expectationso Resourceso Timeo Monetary Investment
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What Makes for a Successful Implementation?
Commitment
o Commitment to Your Plano Complete Your Assignmentso Implementation = Priority
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How To Prepare?
Discuss With Your CPA
o Timing
o Budgeting
o Workflow
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How To Prepare?
Consult Your IT Professionalo Software Requirements
o Integration
o Updates
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How To Prepare?
Prepare Your Teamo Understanding Roleso Process Clarificationo Coordinating Schedules
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How To Prepare?
Develop a Budget