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ENGAGE 2020


PST2022 - PST2022. Best Practices for Selecting, Evaluating and Implementing Business Software


Jul 24, 2020 12:05pm ‐ Jul 24, 2020 12:55pm

Description



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.

Major Topics

  • Needs assessment and application research
  • Business process mapping fundamentals
  • Requests for proposals/requests for quotes
  • Implementation and contracting basics

Learning Objectives:
  • 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.

Speaker(s):

  • Brian Tankersley, CPA, CGMA, CITP, Director, Strategic Relationships, K2 Enterprises

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