We manage for long-term success, and differentiate our services, using the expertise we’ve developed over the past twelve years. Here’s our recipe for making your implementation work:
Build a Bridge — Develop a strong working relationship with your team, and leverage our collective efforts. This speeds the implementation, and ensures the system rollout keeps with your requirements. Building trust is critical to long-term success.
Manage with the End in Mind — Deliver the valued solution we planned with you for your business. For you, this could translate to greater efficiency, visibility, speed, compliance, and/or ability to scale. To keep your goals in mind at each stage of design and implementation.
Draw on Experience — Utilize our knowledge base and experience with implementing and supporting systems. Along the way, we’ve learned a lot about our offered solutions, allowing us to find creative and detailed solutions to your needs.
Apply Best-Practice Project Management — Follow a project plan or roadmap with a defined set of end goals. Our project plans create structure for managing the innumerable details involved with bringing your system live, and supporting your custom use.
Support Accounting Standards — Configure your system to comply with accepted standards for transaction processing, internal controls, and reporting. We rely on GAAP and IFRS, and incorporate other specialized standards, including those for not-for-profit, government contractors, and funds.
Incorporate Management & Metrics Reporting — Deploy financial dashboards, management reports, and workbenches to draw the attention of your key stakeholders. These tools allow your Exec.’s to get immediate visibility into the Co.’s financial position and results.
Utilize Templates — Maintain a series of reporting and configuration templates to standardize setup and compliance. Our templates, including a financial reports library, significantly minimizes the time and effort involved with the initial configuration of your system.
Make it Yours — Train for self-sufficiency so the system becomes personalized to your needs for access, performance, and reporting. Our goal is for you to be a “super-user,” able to maintain and modify the system according to your ongoing needs.
Divide & Conquer — Align with skilled technology partners for e-commerce integration services. This allows us to maintain overall project management, but tap specialty practices. Applies in instances of integrating Intacct or NetSuite with other web-based applications.
Know the Product & Marketplace — Stay current with updates to our offered solutions, and the cloud accounting marketplace. Regularly scheduled enhancements, and other market changes, can have significant impact on your use, with our goal of determining which apply.