Making the decision to switch financial management software should not be taken lightly. Does it require manual updates, on-premise hosting, and an IT team to manage it? Will you have access to all the information you need, when you need it? Is reporting handled from the software itself or does it require a third party solution? While this can all seem incredibly overwhelming, having the right team to help you make the switch can make all the difference.



Why Partner with a Tech Company

From a business standpoint, it may seem daunting to bring in another company to help carry out the process of changing financial software solutions. But partnering with a tech company to handle the complex software implementation actually allows you to focus on what you’re good at, rather than detract from running your business. Having the right partner to leverage their expertise and pick up on the little things you may not consider that they have learned through years of experience and practice.

Problems you might face aren’t always with the product, however, and no matter how your plan looks on paper, you can’t account for everything. A tech partnership will help lead you through any problems and make sure you haven’t missed anything, all while planning for the future.


The Top 3 Things to Look for in a Tech Partner

Now that you know why you need a tech partner to implement your new software solution, how do you choose which one to work with? Scott identifies the following as the most important qualities to look for:

  1. Do they understand the product?
  2. Do they understand your business space and industry?
  3. How do they fit within the culture of your company?

First and foremost (it should probably go without saying), the partner you choose should be knowledgeable and experienced with the software you have chosen. This ensures that they already know what to expect from both the implementation side and from what complications may arise.

Working with a partner that understands your business acumen and the nuances of the industry, but doesn’t necessarily work in the same field, means your partner will know what key objectives and challenges your company has and how the workflow will be affected.

Finally, and perhaps most importantly, ask whether the tech company you are planning to work with understands the core of your business. A good partner will understand what drives your company’s mission, its core values, and work with you side by side, rather than just dictate what to do and move on.


Is Sage Intacct Right for my Business?

Whether you’re a current customer of a financial management system, or someone deciding between multiple cloud ERP platforms, making a final decision can be extremely difficult. We completely understand that making change or using something new is never easy – heck we went through it ourselves! If you’re ready to make the switch right now, or you still have a few lingering questions, we’re here to help you start the process.

But maybe you’re comfortable with your old solution, you’re questioning whether you have the resources, and even when people show you numerous reasons why you should choose one solution over another, you still have a lingering feeling of doubt. Not to worry, the answer is simple – sign up for a 30 day Intacct trial and see for yourself.  Best part, there’s no risk, no obligation, no credit card required – you get to test drive before you buy.


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