Post on 13-Jan-2017
transcript
“Tips for a Successful Implementation”
Leilani Torres, Construction Software Sales Associate
www.TeamTag.net
TAG Management, Inc.
Founded in 1996, Tag supports and strengthens your company’s accounting
department and management team.Our team of consultants have roots in the construction industry and are dedicated to providing financial reports and systems to
help you monitor and manage the company.
Rob Scherer – President • Founder• 20+ years business & financial experience• Prior CFO• Accomplished Speaker
Construction Software Team Leads
Our Lead Certified Sage 100 Contractor Consultant
Nicole Romero
• Over 10 Years of Experience in Construction Accounting
• Specialties Include Developing unique workflows and creating custom reports.
• Provides controller-level accounting services specifically for contractors – Financial statements, WIP schedules,
payroll reports, lien releases and invoicing.
• 40 plus implementations of Sage 100 Contractor (Master Builder)
When is the right time?
URGENCYo New Projects?
o Requirements for Bonding?
o Losing Money?
When is the right time?
Availabilityo Seasonal Work?
o Vacations?
o Business Travel?
When is the right time?
Payrollo Running Payroll In House?Consider Quarter-End or Year-End
What Makes for a Successful Implementation? Due Diligence
o Research
o Key Personnel
o Integrated
What Makes for a Successful Implementation?
Sage Certified Consultanto Training
o Setup
o Data Migration
What Makes for a Successful Implementation?
Positive Attitudeo Address Concerns & Questionso Improvement of Processeso Preparation
What Makes for a Successful Implementation?
Realistic Expectationso Resourceso Timeo Monetary Investment
What Makes for a Successful Implementation?
Commitment
o Commitment to Your Plano Complete Your Assignmentso Implementation = Priority
How To Prepare?
Discuss With Your CPA
o Timing
o Budgeting
o Workflow
How To Prepare?
Consult Your IT Professionalo Software Requirements
o Integration
o Updates
How To Prepare?
Prepare Your Teamo Understanding Roleso Process Clarificationo Coordinating Schedules
How To Prepare?
Develop a Budget
Leilani Torres, Sage Construction Software Sales Associate
Email: Leilani.Torres@Teamtag.net