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The Everything Guide to Switching Finance Software | Part 1


Choosing the right finance and accounting software is often a daunting task to think of for any business but it doesn't need to be. This step by step guide explains everything you need to know when switching finance systems - from considerations before starting the project to implementing your new software. It also includes some handy templates to help you manage your switching project.

A new finance and accounting software doesn't have to be a scary thought

Switching finance software can provide huge benefits for companies in terms of efficiency, speed and access to insightful information and with an experienced project team on your side, it can be surprisingly painless.

But when you’ve decided that you need new financial software the obvious question is where on earth do you start?

When you begin any new project you get the same feeling as if you were about to start climbing a mountain.

So how do you go about putting one foot in front of the other in terms of switching financial software?

That’s what this guide is all about, giving you an insight into best practices and some of the things you may or may not have thought about. Find the key steps you need to take before you make the switch including:

  • Don’t swap like for like
  • How to make the business case for switching
  • Splitting you project into chunks
  • Communication, communication, communication
  • Plan your work - work your plan
  • Perfect preparation prevents poor performance





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