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