Compass Community Health is a primary care practice in Portsmouth, Ohio. After a corporate restructuring made their on-premise financial technology stack too complex and too expensive for the newly created organization, they began a transition from Microsoft Dynamics to Sage Intacct. Legacy…
By Hugh O. Stewart Operating an end-of-life ERP system can become a barrier to a successful exit for private equity portfolio companies. At the same time, standardizing ERP systems across the portfolio can unlock meaningful value — from improved operational…
By Hugh O. Stewart If you’re planning an ERP migration, you’ve probably heard some horror stories about data migration. Poorly planned ERP data migrations can drag on for months, if not years, leading to a chaotic go-live (a.k.a. cutover) followed…
By Hugh O. Stewart A common misconception in the ERP implementation industry is that data migration is a simple data transfer exercise. Take data out of the legacy system, fill out a bunch of templates, and import data into the…
By Hugh O. Stewart Most companies think a QuickBooks to Sage Intacct migration starts with configuration. In reality, the migration starts with understanding your existing data and reporting needs. The most successful migrations to Sage Intacct from QuickBooks begin with a…
By Hugh O. Stewart Construction accounting migrations introduce a level of complexity that makes them significantly more challenging than most other ERP migrations. In most industries, a migration only needs to satisfy one primary audience: the accounting and finance team. …
By Hugh O. Stewart Choosing a Sage Intacct Value Added Reseller (VAR) is one of the most important decisions you can make during a digital transformation project. VARs are third-party organizations that handle implementation, customization, integrations, and support for new…
By Hugh O. Stewart One of the biggest differences between a legacy accounting system like QuickBooks and a dimensional accounting platform like Sage Intacct comes down to where the structure for categorizing and tracking each transaction lives: In many legacy…
By Hugh O. Stewart If you operate with a multi-entity structure using legacy accounting software designed for a single-entity structure, you lose a significant amount of time manually entering duplicate transactions between instances, performing difficult reconciliations and consolidations, and resolving the inevitable…
By Hugh O. Stewart If you’re planning an accounting software migration, you’ve probably gotten mixed advice about data cleanup. Some of the data cleanup tasks finance leaders are tempted to perform before a migration include: Tidying up your active and inactive master lists to reflect…