Migrating Your Accounting In 5 Days
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The document outlines a 5 day methodology for migrating accounting. Each day is divided into morning and afternoon sessions. Day 1 involves defining base data and preparing the chart of accounts. Day 2 focuses on training for end of year balances and preparing that file. Day 3 covers training on mutations and preparing the mutation file. Day 4 includes training on taxes, fiscal positions, and journals, then preparing those items. Day 5 is for final control and additional training. Both customer and integrator planning sections provide similar daily breakdowns for tasks.
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Migrating Your Accounting In 5 Days
- 1. Migrating your Accounting in 5 Days Fabian Semal Tanghoflaan 3, 2550 Kontich +32 487 37 66 37 olivier.delrue@smartsolution.be
- 2. The 80/20 rule 80/20 ● 80% of time wasted ● 20% of real actions Tanghoflaan 3, 2550 Kontich +32 487 37 66 37 olivier.delrue@smartsolution.be
- 3. Think... and plan Think before Act = Planning Tanghoflaan 3, 2550 Kontich +32 487 37 66 37 olivier.delrue@smartsolution.be
- 4. The Customer must work ● Involve the Customer (Minimum one full time key user) ● Clearly define responsabilities in the Contract ● Time and Material if more than 5 days ● Feel the customer comitment before accepting Tanghoflaan 3, 2550 Kontich +32 487 37 66 37 olivier.delrue@smartsolution.be
- 5. Methodology ● Devide in ½ day ● 30 minutes start of day planning meeting ● 30 minutes end of day planning meeting ● User Training in the Morning about what they should do/prepare in the afternoon ● Integration in the Afternoon ● Plenty of Coffee... Tanghoflaan 3, 2550 Kontich +32 487 37 66 37 olivier.delrue@smartsolution.be
- 6. Customer Planning ● Day 1 : ● Base data definition (users, groups, product categories, etc) (AM) ● Prepare Chart of Accounts (PM) ● Day 2 : ● Training : End of Year Balance (AM) ● Prepare End of Year Balance file (PM) ● Day 3 : ● Training : Mutation (AM) ● Prepare Mutation file (PM) ● Day 4 ● Training : Taxes, Fiscal Position and Journals (AM) ● Prepare Taxes, Fiscal Position and Journals (PM) ● Day 5 : Final Control & Training Tanghoflaan 3, 2550 Kontich +32 487 37 66 37 olivier.delrue@smartsolution.be
- 7. Integrator Planning ● Day 1 : ● Week planing, Base Training and System Setup (AM) ● Base Config (PM) ● Day 2 : ● Training : End of Year Balance (AM) ● Account Chart importation (PM) ● Day 3 : ● Training : Mutation (AM) ● Balance Importation (PM) ● Day 4 : ● Training Taxes, Fiscal Positions and Journals (AM) ● Mutation Importation (PM) ● Day 5 : Final Control & Training Tanghoflaan 3, 2550 Kontich +32 487 37 66 37 olivier.delrue@smartsolution.be
- 8. Real Case Ibood.com Tanghoflaan 3, 2550 Kontich +32 487 37 66 37 olivier.delrue@smartsolution.be
- 9. Thank you! Any questions? Tanghoflaan 3, 2550 Kontich +32 487 37 66 37 olivier.delrue@smartsolution.be