Myths of Changing Accounting Software - Part 2

Modified on Tue, 01 Nov 2022 at 01:10 PM

The "Myths of Changing Accounting Software" is a four part blog series that looks at common myths when changing accounting and/or ERP systems.  Each post will feature a discussion on a specific myth.

Our first post in this series, Myths of Changing Accounting Software: Part 1 discussed the risks associated with using older, outdated software, and outlined the benefits of upgrading or starting fresh.

In Part 2 we take a look at the migration process and discuss how proper planning and time spent on the details will help make your migration successful.

"The secret of change is to focus all of your energy, not on fighting the old, but on building the new." 


What makes a Data Migration Successful?  

There are a lot of moving parts when it comes to a data migration.  This can be overwhelming in some cases but with the right approach and team to support the process, a well-executed data migration can be achieved.

Key elements to a successful data migration:

  • Planning:  It is the most important part of any successful data migration. 
  • Experience:  Getting from point A (current system) to point B ( live on new system) requires knowing all the steps, what to watch out for, and the experience to deal with all the potential bumps along the way.
  • Agreement. Making sure all parties involved are on board with the Why, What, How, Who, and When.  Top-down support is key.

Taking a deeper look at how a migration is planned:

Why:  Ensure that staff/management/ownership understands why this is happening in the first place and ensuring all goals are met.

What: Create a path for the process and a plan for how to get there.

How: Map key processes and the actual data files from your old data.  In some cases, a work-flow diagram (old vs new) can be very useful.

Who: Ensure staff are comfortable, have all questions answered, and are ready to go.  Change management with a focus on staff concerns is crucial for a successful migration.

When: Schedule the "go-live" date to set a target, and keep the process moving forward.  In some cases this has to be changed but having the goal set can make all other parts of the process work smoother.

How Does Accountek Help?

With over 25 years of experience, Accountek has been involved in countless data migrations with the Connected Accounting and ERP Software platform. Our team of accounting and technical professionals have years of experience in both data migration and industry.  

Our team can complete a conversion in 60 days (or less).  This includes all the upfront planning, discovery, mapping, data preparing, and training.  The actual conversion process takes a day or two.

We are there with you and your company from the beginning, all the way through to your go live date.

By taking the time to get to know a businesses unique needs and processes, our team is able to ask the right questions at the right times in order to avoid costly delay or missing details.

Is your company or your clients considering changing Accounting and/or ERP systems?

Accountek has a team of experts with over 25 years experience in system onboarding, data migrations, and a wide variety of specific industry applications.  Our flagship platform, Connected Accounting and ERP, may be just the right fit for your team.

Complete a business software Needs Analysis today.

Or just call us!  1-888-678-5856

Don't miss the next installment of this blog series!

Upcoming - Myth #3 - Migrations take months. We can't afford the downtime.

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