About this talk.

About

There are many reasons why companies decide they need to switch their accounting software to a more comprehensive ERP solution. Whatever the reason, this big step involves many stakeholders and requires detailed planning. In this session we’ll look at:

Some of the reasons companies decide to shift to a different accounting solution.
How they evaluate the alternatives.
A project plan for migrating to a new system.
How to make sure all stakeholders, including any third-party software vendors, are involved in the effort.
The accounting and operational changes that may be considered as part of a project, e.g., changes to your chart of accounts, and changes to policies and procedures that govern workflows.

We’ll present a how-to migration guide, a process map to evaluate the company-wide workflows that impact your GL, and a comparison of before-and-after chart of accounts for companies making the transition.

Part of the 20-Minute Tales from the Frontlines of Finance series.

Three tips and tricks.

What factors a company should look at when considering a switch from accounting software to an ERP.
How to plan for a switch from one software to another.
Some additional operational and policy changes that will be made to accommodate a new accounting platform.

Speakers.

Erlyn Ordoñez

Senior Manager of Professional Services

Airbase

Sonduren Fanarredha

Director of Product Marketing

Airbase

Sonduren Fanarredha is the Director of Product Marketing at Airbase, responsible for Airbase's go-to-market and product marketing strategy. He holds a Bachelor of Accounting (Honours) from Brock University and began his career working in various capacities across government and firms like the Canada Revenue Agency (CRA), Gibb Widdis Chartered Accountants, and Wolseley Canada. In addition to his experiences gained building his own small businesses he pivoted into marketing in the computer software industry and played pivotal roles for leading companies like Microsoft Canada, Intelex Technologies & Kira Systems.

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