Although modern software is definitely “smarter” than software developed years ago, many businesses still stumble when implementing new accounting software because they believe that the newer software can simply be installed and everything will begin operating more smoothly. The reality is that selecting the right software is only half the battle – it must be implemented properly to attain the benefits that it advertises. Each software application is unique and therefore must be implemented differently, but there are some common practices for making new software selection and implementation smooth.

Before purchasing the software, look in to the features that it includes and determine if it is the best fit for your needs. Once the right software has been selected, perhaps with assistance from accounting software reviews, you can begin installing it. Here are a few tips to help make that process as cost-efficient and seamless as possible:

1. Designate members to an advisory team – the task of the team is to oversee the entire implementation process. The technology advisory team should be composed of members from all divisions of the company. By getting a representative from each major division, the needs of different parts of the company are considered. However, the number should be limited to five to seven members including a senior manager with the authority to act on its findings.

2. Speak with managers from company divisions about the new software and its implementation. Ask these individuals to create a list of critical factors that they see – ways that the new or old software has an influence on the financial activities that department is responsible for. Give these lists to the software selection and implementation team to make sure all aspects of company operations are considered in relation to new software.

Armed with input from multiple entities within the organization, managers and technical staff responsible for the actual implementation should be able to develop a flowchart of the company’s financial tasks. A flowchart will reveal how efficient (or inefficient) the current process is and ways to solve bottlenecks with the new software can be identified.

It is also beneficial to gather various sample forms during this process as well (invoices, checks, picking tickets) and every document that is produced by accounting. Supplemental duties such as spreadsheet reports and word-processing files should also be considered. Analyzing all the required forms will enable erp software selection process become successful.

3. Consider a Consultant. One common problem to successfully implementing new software is that some companies, especially smaller organizations, simply do not have the proper time and resources to dedicate to ensure the process is done correctly. If you find yourself in this boat, it may be worth the investment to hire an independent consultant to head up the software selection and implementation process. Yes, they will cost money, but having the right software properly implemented is often well worth the investment.

4. Check with your Current Vendor. If you’re not switching software but are only upgrading from your current vendor, speak with them. They’ll likely have some great tips for making the upgrade smooth and simple.