Many times consultants will have the same questions and anxieties when it comes to finding the right Accounting software that business decision makers have. Essentially, the key point of concern comes down to this: How do you find the right program in a sea of options and get it effectively deployed? This eight step process provides best practices for you to follow as you address your client’s software needs. 1. Understand your client’s business problems Every great solution starts with a problem. Whether your client has asked you for assistance to resolve a specific issue or you have personally identified an issue in your client’s business, defining the problem is the best place to start. To do this, you’ll want to identify a project contact lead. This will be the person or people at your client’s company that you will work with most closely on the project. At this point you may want to spend some time interviewing the client and understanding their business processes from st...
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