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10 TIPS to get the MOST out of your accounting/ERP software

10 Tips to get the most out of your accounting/ ERP software

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Page 1: 10 Tips to get the most out of your accounting/ ERP software

10 TIPSto get the MOST out of

your accounting/ERP software

Page 2: 10 Tips to get the most out of your accounting/ ERP software

#1Review your current

software solution

Page 3: 10 Tips to get the most out of your accounting/ ERP software

How does our software fit with the direction of the business and its growth goals?

Page 4: 10 Tips to get the most out of your accounting/ ERP software

#2Define a purpose

Page 5: 10 Tips to get the most out of your accounting/ ERP software

Ask yourself 3 questions:

1. What do we want to achieve by having an accounting/ERP solution?

2. What are our business goals?

3. What issues can be solved by implementing an accounting/ERP solution?

Page 6: 10 Tips to get the most out of your accounting/ ERP software

#3Assign a solution

champion

Page 7: 10 Tips to get the most out of your accounting/ ERP software

To promote quality control and consistancy

Page 8: 10 Tips to get the most out of your accounting/ ERP software

#4Quality data is the

best data

Page 9: 10 Tips to get the most out of your accounting/ ERP software

Ensure that all data entered into the solution is accurate and up-to-date.

Page 10: 10 Tips to get the most out of your accounting/ ERP software

#5Keep your processes

simple

Page 11: 10 Tips to get the most out of your accounting/ ERP software

Use descriptive and accurate labeling, field values, categorization and reporting principles to avoid headache

Page 12: 10 Tips to get the most out of your accounting/ ERP software

#6Leverage your investment with

customized solutions

Page 13: 10 Tips to get the most out of your accounting/ ERP software

Most accounting and ERP solutions are developed as a one-size fits all solution and lack the functionality to meet businesses industry-specific needs

Page 14: 10 Tips to get the most out of your accounting/ ERP software

#7Look to the future

Page 15: 10 Tips to get the most out of your accounting/ ERP software

Extend functionality further by integrating and seek customizations to leverage the value in your investment.

Page 16: 10 Tips to get the most out of your accounting/ ERP software

#8Training, training,

training!

Page 17: 10 Tips to get the most out of your accounting/ ERP software

Get your employees involved with your solution by offering training opportunities such as training webinars or live class-room sessions.

Make sure your integrations come with unlimited customer support

Page 18: 10 Tips to get the most out of your accounting/ ERP software

#9Evaluate the ROI of

your solution

Page 19: 10 Tips to get the most out of your accounting/ ERP software

Evaluate the amount of time, effort, manpower and cost required to maintain your solution

Then, identify the main areas that are costing your business the most and develop a plan to lower those costs.

Page 20: 10 Tips to get the most out of your accounting/ ERP software

#10Keep it clean

Page 21: 10 Tips to get the most out of your accounting/ ERP software

Scrubbing your data is essential for keeping your solution optimized, efficient and running smoothly.

Perform daily, weekly, or monthly audits.

Page 22: 10 Tips to get the most out of your accounting/ ERP software

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