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Are You Ready for the Next Step from QuickBooks or Peachtree?

So you have been using Quickbooks, Peachtree, or Sage 50 for a few years now, and things have been going smooth. Business is great, you have some great employees, and the company is growing quickly. The company moved to a new location to accommodate all the growth that has been going on, and things are really starting to look up. However, with the growth has come some new complexity. While your software has worked for the first few years, it has started to show some cracks in the foundation. The system crashes once or twice a month, sometimes more during busy months. The database requires a rebuild more frequently than it used to. The consolidated financials are difficult to put together because the software doesn’t handle them well. The auditors are not happy with some of the audit controls the current package has. More of the new business procedures put in place are being done outside of the system. You have a website now and tracking and processing these orders is getting difficult. All of these issues mean you may have outgrown your current package.

It is time to start to look at a mid-market package. Consider Microsoft Dynamics GP. It is user friendly, has double the features of any of the entry level packages, and can be installed, trained and implemented in days as opposed to months. While relatively simple to use, it is robust enough to allow you to grow with it. Since it is Microsoft, it’s interfacing with Microsoft Office products is impeccable. It even looks and feels like Office, which helps to minimize the learning curve. While looking for and choosing a new solution, consider these points:

  • Do your due diligence when selecting a software implementer to work with. Ask for references and check them.
  • Ensure that the data in current system is accurate so you have a good starting point in a new system.
  • Have the proper staff in place on your end.
  • Determine who will be the project manager on your side to use as a point person for the project.

Implementing a new software solution, even a mid-market solution, comes with some hard work and patience. By planning and following the tips above, you can increase your chances of success. Contact OTT, Inc. to find out how migration from QuickBooks, Peachtree or Sage 50 2013 can benefit your growing business!

By Dan Liebl, CMA CPIM – Sr. Consultant at OTT, Inc.

Published On: July 15, 2013By Categories: Blog