By Hugh O. Stewart If you’re a CFO preparing for a Sage Intacct implementation, you might be wondering how quickly you can get up and running in your new system. Sage claims that Sage Intacct can be deployed with minimal…
BAPKO Metal Inc. is a self-performing contractor specializing in miscellaneous steel and architectural metal fabrication and installation. After many years of managing their finances in Sage 300 CRE, they decided to switch to Sage Intacct Construction. The rigid reports within…
By Hugh O. Stewart Transactional data mapping is one of the most critical steps during an accounting software application migration. When moving from legacy accounting software to modern accounting systems like Sage Intacct, you can’t just export data into a…
By Hugh O. Stewart During a Sage Intacct implementation, most VARs only offer some form of Trial Balance Migration, which may load a single Trial Balance or may involve migrating net monthly summary balances from your legacy accounting system into…
By Hugh O. Stewart Accounting data migration is often described as one of the riskiest parts of an ERP transition. You’ll hear warnings about corrupted data, mismatched reports, and go-live delays from most Sage Intacct VARs and implementation guides. Because…
By Hugh O. Stewart Sage Intacct’s greatest strength is also its biggest challenge: it can be configured hundreds of different ways. Its flexibility is what makes the system so powerful — but that same flexibility makes it incredibly easy to…
By Hugh O. Stewart Picture this: You’re two weeks away from your Sage Intacct go-live (cutover) date, and your implementation manager hands you a template for Transaction Account Balances. “Close your books in the legacy system and bring over the…
Coppermine Capital, a family office and private investment firm, needed a modern financial system that could handle their complex reporting and intercompany transactions. When the team decided to move from QuickBooks to Sage Intacct, they wanted to bring 10 years…
By Hugh O. Stewart The typical approach to migrating accounting data from a legacy system to a new system such as Sage Intacct follows a three-step process known as ETL: extract, transform, and load. However, this process has several fundamental…
“Platform Transition delivered ubiquitous history from a system that had gone unstable. With only two leads in the finance department, they took a significant volume of work off of us.”