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Simplify your search for the right solution with our Solution Search and Planning Checklist…

Changing your company’s financial management software can be a stressful task if you are the project lead. The more you understand about the needs of the business in the planning process, the better the search and implementation should inevitably be.

At Acuity we have many years of experience helping businesses to plan and implement a new Sage solution. We have always requested our clients document everything they need and don’t need in a new solution to make sure we hit the brief. This is helpful when scoping and configuring the right solution.

So, we thought it might be handy to create and share this checklist to help you document your needs, budgets and timeframes, the goals and objectives, and the risks and challenges to get your project plan off to a great start.

Just fill out the form below to receive your copy… Happy planning!

financial management solution search and planning checklist

Fill out the form below and we will send you your checklist by email.