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The Everything Guide to Switching Finance Software | Part Two


Switching accounting and finance software can be a major undertaking but the good news is that it can also be just as exciting as it is challenging and we can promise you’ll have a real sense of achievement when it’s done.

In part one of our guide, we gave you the tips you need to make sure your project was properly planned and ready to kick-off. If you haven’t already downloaded it yet, you can find part one here.

Managing the switching project


In this second part we are looking at what to do when your switching finance and accounting software project is underway and also some ideas for when you have finished.


The aim of this is to cover the key points you need to be aware of and equip you with the knowledge you need to run a successful project including:


  • Kicking the project off - picking the team, documentation, testing, training and much more
  • Post project tasks - writing it all down, lessons learned and what now
  • Implementing a new financial system doesn’t have to be a nightmare




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