Implementing a new accounting system can be time-consuming and expensive. But it doesn’t have to be.
A new customer went live in SBS Financials 30 days after migrating from an all-in-one production system. The company’s new CFO chose SBS for its flexible interface, robust reporting, and knowledgeable support team.
The process started with a kickoff meeting and discussion of files that the existing system could produce – including detailed transaction data. The implementation team provided templates for moving the data between systems to streamline the process.
A few tweaks were made to the standard financial reports delivered with every SBS system and others were created as part of the training process. Multi-entity financial reporting was a snap because the same report could be run across departments, locations, or entities, then rolled up with a click. When things change, there will be only one report to modify.
The support staff worked as part of the implementation team so they are now familiar with the customer’s system and their way of doing business. When the system went live, the support team was equipped to answer user questions and troubleshoot any issues.
Quickly going live in a robust cloud accounting system let the new CFO hit the ground running and will help his team operate their multi-entity organization more efficiently.
And, with SBS’ fixed cost implementation approach, the migration was accomplished at an affordable price.