Five Steps in the Successful Implementation of a New Account System

Here are the five most critical steps in the successful implementation of a new accounting system:
Analyze, Plan, and Understand – Start at the beginning. The first step is to conduct a thorough review of your organization’s requirements and processes, to identify what is working well and which aspects of the organization need improvement and/or refinement. These requirements or goals should then be mapped into a project plan, becoming the driving forces behind your implementation.
Design, Develop, and Build – Using the project plan produced in Step 1, design your proposed new accounting system. The implementation team will need to construct a pilot version of some (if not all) of the modules that will become part of the new system; these will be used to validate the business processes and system functionality specified in the project plan.
Train, Test, and Accept – Building on the pilot system and/or utilizing data migrated from the legacy system, this step involves teaching end users the best practices and procedures for the new accounting system, to ensure that any bugs are worked out and the maximum benefits are obtained. After the results of this testing and training period are reviewed and any corrections are applied, management should sign off on the new system (verifying that the work to date has been accepted).
Implement and “Go Live” – Working from the protocols developed in Steps 2 and 3, the fourth step is the completion of the final version of the new system (and populating the new system with legacy data). At this point, the implementation team’s full resources are on-site and the team is ready to make the final transition to the new system.
Ongoing Support – After the successful launch of your new system, it is essential to provide or receive ongoing support. A help desk, webinars, and user group sessions are examples of initiatives that can prove useful. It is also important to update the system regularly, proactively providing any training needed as a result of any changes.
The five steps described above represent distinct phases of the implementation project, and they are executed in succession. Equally important, however, are those ongoing activities and functions that a successful implementation must include:
Project Management – All aspects of the implementation must be tracked by the project manager, whose responsibilities include task assignments, resource availability, project documentation, budget and timeline oversight, and communication among the project’s team members.
Systems Support – As previously stated, before your project can get underway, a thorough review of the existing infrastructure – an Accounting Technical Review (ATR) – must be completed. However, systems support is an ongoing venture. A recurring review of the current systems infrastructure ensures that the data (and any analysis of it) is delivered in an optimal fashion. Systems support also affords an opportunity to make specific recommendations for ongoing improvements to the hardware and software infrastructure.
Consulting Services – Get external consulting assistance as needed for any aspects of the internal review, including an Extended Relationship Analysis (ERA) and an ATR, as well as recommendations for best practices, details on the delivery of training and procedures, testing of the pilot and production systems, and development of custom reports. A complete examination of your business environment may identify additional opportunities for improvements.
Next steps:
Contact Accountnet, Inc. at 212.Dynamics or 212.244.9009 for Dynamics training requests or visit, to set up an Extended Relationship Analysis meeting (ERA accounting needs gathering). The more we know you, the more we can help. Leverage all of what GP 2010 can offer today, for the recorded demonstration please email