Our five-step implementation plan begins with your needs and prepares your end users so you can go live with confidence.
Step 1: Design
The first step to a successful accounting software implementation is to gather information and create a plan. From refining your chart of accounts to automating processes, we design a plan to customize your software implementation that includes your long-term goals.
Step 2: Build
Once a plan is in place, we get to work on building your software infrastructure using AccuFund’s superior import functionality to add your existing information such as:
- Chart of Accounts
EMK’s custom reports will be added to your system so that when you go live you begin with all necessary reports needed from day one.
Step 3: Test
You get to test your system before going live. The testing phase is in place to make sure your data is correct, you are comfortable with the software, and have worked through any further customizations needed.
Step 4: Train
After testing your system, we train your team to become Super Users. You choose the training methods from various environments including one-on-one, on site, and classroom settings. Supplemental training is also provided via webinars, videos, and customized documentation to help with new employee onboarding and training refreshers. We do whatever it takes to make your team comfortable with your software.
Step 5: Go Live!
It’s an exciting day when we launch your fund accounting system. You will get immediate access to data, financial reports, plus a host of automated processes that make your life much easier. Our team will be there to make sure everything goes off without a hitch.