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The Most Effective Accounting and ERP Software
Selection Tool On The Market Today!

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On-Line Edition

(804) 330-0000

End-User/Consultant Manual Table of Contents

Workbook I - Software Selection Manual

Introduction

Chapter 1: Educate Yourself

  • Introduction
  • What is Accounting?
  • What is Management?
  • What is Management Accounting?
  • What are Management Control Systems?
  • Accounting and Management Control
  • What is Automated Accounting?
  • Who Should Consider Automation?
  • How Has Accounting Software Evolved?
  • Small Business Success
  • Selecting Software for a Small Business
  • Summary

Chapter 2: Define Your Objectives

  • Introduction
  • Business Success Factors
  • What are Your Objectives?
  • Summary

Chapter 3: Justify the Decision

  • Introduction
  • Recognize the Need to Change
  • Assess Commitment to Change
  • Assess Your Ability to Change
  • Accept Reorganization as a Given
  • Summary

Chapter 4: Organize Yourself for Success

  • Introduction
  • Identify all Critical Elements
  • Develop Management Plan
  • Form Project Team
  • Develop Operational Plan
  • Summary

Chapter 5: Preliminary Needs Definition

  • Introduction
  • Efficiency and Effectiveness
  • Objectives and Strategies
  • Basic Research
  • Tactics
  • Expand/Contract Requirements/Improvements Documents
  • Finalize Critical (Differentiating) Requirements
  • Project Management
  • Commitment to the Process
  • Summary

Chapter 6: Preliminary Analysis

  • Introduction
  • Objective
  • Strategy
  • Manual Selection
  • High Level Analysis
  • Summary

Chapter 7: Detailed Needs Definition

  • Introduction
  • Objective
  • Strategy
  • Expanding Your Needs Definition
  • Summary

Chapter 8: Detailed Needs Analysis

  • Introduction
  • Objective
  • Using the Analysis Program
  • Summary

Chapter 9: Evaluate Finalists

  • Introduction
  • Preparation
  • Evaluation Steps
  • Score Keeping
  • Evaluation Criteria
  • The Final Choice
  • Summary

Chapter 10: Request for Proposal

  • Introduction
  • Small Business Primer
  • The Accounting Library
  • RFP Elements
  • Summary

Chapter 11: Installation and Implementation

  • Introduction
  • Before You Begin
  • What's the Negative Side of the Coin?
  • The Engagement Contract
  • Installation and Implementation Planning
  • Installation and Implementation
  • Summary

Chapter 12: Conclusion

Workbook II - Improving Your Business

Introduction

Chapter 1: Improving Your Business

  • Introduction
  • Small Business Primer
  • Improvement Types
  • Change Management
  • Process Improvement Steps
  • Pre/Post Installation Decision
  • Process Improvement - The Accounting Department
  • Summary

Chapter 2: Changing Your Business

  • Introduction
  • Before We Begin
  • Develop the Vision
  • Develop the Plan
  • Identify Critical Technical Changes
  • Understand How People Might React
  • Change Leaders
  • Be Prepared for Roadblocks
  • Develop an Effective Marketing Plan
  • Develop and Test the Initial Plan
  • Adjust the Plan
  • Create an Atmosphere for Success
  • Putting it all Together
  • Summary
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