Software Implementation Process Includes:

A
System Review
The most important step in our process is the evaluation of your accounting system. We begin by reviewing all inputs, data flow, and outputs. We then prepare and present a report that may include the following recommendations:
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Change procedures outside of the software |
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Receive additional training to better utilize your current software |
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Add new tools to your existing software |
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Purchase different software |
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Modify the software |
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Explore third party enhancements |
This
document becomes our roadmap to perform a successful implementation.
Conduct
Software Training
If software training is what you need, CMC team members can do the following to ensure you are getting the most out of your software.
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Hold an Implementation Planning Session to determine needed tasks and a schedule for completing them |
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Train your team members |
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Create change orders for any items not included in original scope |
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Hold weekly meetings to review status
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Create customized reports to retrieve information
CMC will create Crystal Reports and/or graphs with retrieved information to analyze:
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Key Ratios
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Sales Trends
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Budget vs. Actual
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We will also create ODBC links to pull information into spreadsheets.
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