Switching finance software - part 2

Switching accounting and finance software can be a major undertaking but the good news is that it can also be just as exciting as it is challenging, and we can promise you’ll have a real sense of achievement when it’s done.

In this second part we are looking at what to do when your switching finance and accounting software project is underway and also some ideas for when you have finished.

The aim of this is to cover the key points you need to be aware of and equip you with the knowledge you need to run a successful project including

Part 2 of the guide covers:

• Don’t wing it, document it
• Choose your team
• Clean data is good data
• Migrate what you need, not what you want
• Chart of accounts
• Controls
• Users, testing
• Switchover, integration, training
• Post project tasks