Many businesses, sooner or later, face the need to challenge their existing systems and supporting IT environment to better support core operational processes. For accounting departments, if an application enhancement is in order, selecting the right software solution can be challenging due to the volume of new applications and features now available, on top of the need to ensure consistent and accurate financial reporting during and after any software changes. That’s why it is important to carefully review, analyze and identify the best solution to meet your needs.
Software Selection Services
Windham Brannon has years of experience helping businesses nationwide through the software selection process. Our team of seasoned professionals will work with you to uncover system requirements, manage the selection process and provide essential support services during the implementation phase. The result is a new tech stack that empowers users, reduces wasted time and increases overall efficiency. Specifically, our three-phase approach includes the following:
- Phase I – Requirements – Since each business faces a unique set of conditions, it is essential to understand the organization’s specific needs. To accomplish this, our team conducts a business assessment, builds a software selection task force as well as uncovers business requirements and technical requirements.
- Phase II – Selection – Once requirements are identified, the next step is to determine how a selection will be made. This includes researching available systems, identifying selection criteria (including the proposed software solution’s consideration to internal control), building the Request for Proposal (RFP), establishing a scoring criterion, and, finally, participating in demos.
- Phase III – Implementation – In the final phase, management is guided through the contract development and review process. A significant portion of time is focused on implementation, which often includes assistance with data migration, system set up, and validation of data integrity.