How / When to migrate to a more efficient ERP

About this webinar.

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.

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.