Accounting Software Implementation

Creating a Roadmap for the Successful Implementation of
Your Enterprise Accounting Software

Success going live with a new system follows a project plan or roadmap and a defined set of end goals. By analyzing your requirements, designing a system specific to these, and using a set of tools/templates to help speed the implementation, we help you realize long-term success, and high return on investment. A “Roadmap for Successful Implementation” incorporates steps prior to and after the implementation, and focuses on how the system will help manage your business once live.

Implementation Phases for Success

Assessment

> Discovery
> Suitability
> System Demo
> ROI Payback
> Project Estimates

Design & Analysis

> Process Document
> Data Dimensions
> Roles & Permissions
> Report/Metrics Design
> Migration Plan

Implementation

> Module Configuration
> Process Flow Configuration
> Report Writing
> Data Migration
> Testing & Acceptance

Post Implement

> System Orientation
> User Preferences
> Accountants’ Training
> Managers’ Training
> Enhancement

NDH Implementation Libary

Implementation Tools/Templates – Resources are arranged by support area

Work Process Management

Implementation Work
Guide

06/01/2016
Implementation work guide for accounting system implementation

Intacct Transaction Definitions for …

05/06/2014
Transaction definitions for configuring drop shipment workflow

Upload & Print Templates

Intacct Implementation Data Upload

06/29/2017
Intacct implementation upload templates and instructions for use

Intacct Transaction Data Upload

06/29/2017
Intacct transaction upload templates and instructions for use

Intacct Custom Document Toolbar

05/21/2014
Download the Intacct custom document toolbar for Word

Intacct Invoice and Purchasing Templates

05/21/2014
Sample invoice and purchasing print templates

Financial Reporting Templates

Chart of Accounts
Template

07/12/2017
Master chart of accounts for C-Corp, S-Corp, LLC, P-Ship

Financial Statements by Account Number

09/04/2014
GAAP & management statements by full range of included G/L accounts

Financial Statements by Dimension

11/09/2013
GAAP & management statements presented by dimension groups

Financial Performance Ratios

09/22/2010
Financial performance ratios for financial dashboards

Additional Resources & Training

Intacct Forms Center

11/06/2013
Order checks and other forms for use with Intacct

Intacct Learning Center

12/01/2014
Login for Intacct Learning Center. Requires creating user