Our first objective is to ensure that our clients understand the process and work that will need to be completed to successfully implement Sage Intacct. This includes a comprehensive understanding of the full technology ecosystem and how all services relate and integrate. Implementing a new ERP is not a project accountants and operations or leadership teams undertake frequently.  We take the time to discuss our approach and the need to think about the implementation and future optimization efforts that may follow.  Our goal is to make the implementation of Sage Intacct a revolutionary improvement to the business with a roadmap of evolutionary improvements facilitated by focused optimization efforts.

Preparing our client’s project team and acceptance team users how to validate that the requirements defined in the beginning of the project are delivered is imperative to a smooth implementation and roll-out. We conduct our focused power user/testing training during the acceptance phase.  By conducting training during the acceptance phase users validate the system and training documentation prior to rolling out to the broader user audience.

How we train and with what training materials depends on the client’s needs.  Clients with a centralized accounting department and a one to five users are generally training through video conference calls leveraging standard Sage Intacct documentation and workflows.  Clients with many users who have diverse segregation of duties may also be training via video conference calls.  However, given our Florida presence, we typically do on-site training whenever possible.   While we have no issues traveling throughout the US and Canada the ease of use for Sage Intacct surprises all users and makes the effort of training much easier than legacy systems.  Further, the extensive Sage Intacct built-in online help with contextual reference to all pages makes looking up information just a single click away from every page.   ​​​​​​​

We can establish on-going training for new users or refresher courses for activities that are not routinely performed. Examples include year-end reporting, new acquisition setup/integration, disintegration of sold business or business lines, audit reporting, etc.