Many organizations have accounting & business management software which was originally selected in the 1990s. While your firm or company has evolved, the existing solutions no longer meet the business needs of the organization and need to be replaced. This session will teach you a methodology for software selection, including needs determination, solution research, requests for proposals, evaluating proposals, contracting, and implementation. Attend this session to learn tips and tricks for implementing a more effective digital transformation.
Who Should Attend Managers, partners, and other accounting professionals who want to learn more about software selection/implementation and digital transformation.
Needs assessment and application research
Business process mapping fundamentals
Requests for proposals/requests for quotes
Implementation and contracting basics
Discuss review different approaches to business process mapping.
Identify key business requirements for your organization.
Research solutions and rank those that potentially fit your specific needs.
Explain the purposes of proposals, quotes, and statements of work (SOW).
List some unexpected expenses associated with new applications.