Implementing a new module, accounting system or system upgrade needs careful consideration and planning. 


We work with our clients to agree on the stages and timescales for go-live of a module, a new system or an upgrade of their existing system.



Here below we outline what the typical stages are when putting in a new accounting system:


  • Pre-installation Plan
  • Installation and Configuration on Server and Workstations
  • Extraction of old accounting software data
  • Removing unwanted data
  • Formatting data for importing
  • Test and check data loaded
  • Configure modules for use within your business
  • Configure stationary such as picking slips, invoices and statements etc
  • Configure agent (user) access rights e.g. which users can place an order if the customer is on hold, modules they can see etc.
  • Provide Training on modules to staff prior to go live
  • Load live GL, AR, AP balances and stock quantities prior to go live
  • Go-live with hand-holding and training
  • Build custom reports where required
  • Assess project outcomes and business benefits and tweak through ongoing consultancy