Financial Management Sage Non Profit Software & Support Services - Indiana, Iowa, Illinois

Baseline Training

How many times have you been asked a question about a topic that you have no background with? You may have ventured a guess, but hopefully not too much was at stake with your answer. Setting up your new accounting software is a lot like the above scenario with one major exception. There is A LOT riding on your answer.

Our implementation specialists will lead you and your staff through online software training sessions delving into the critical areas of the software modules that you purchased. This training is performed at the beginning of an implementation and is designed to educate key members of your staff who will need to provide input into the setup of your new accounting software.

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Setup & Configuration Services

The key to any successful implementation and the overall satisfaction with any software system can be traced back to the proper setup of the system. From designing your chart of accounts, implementing the proper closing methods and developing the proper financial statements, our implementation specialists have the experience you are looking for and deserve. We are able to combine our industry experience and our expertise with the software to create the end result your organization needs.

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Data Conversion Services

Whenever you are converting from one system to another, you are always concerned about the years of history in your old system and what happens to it. Our sales team will talk with you about the level of data conversion services that you feel you need and will provide a comprehensive outline of the services we will be delivering. Our data conversion services range from summary conversions to detailed transactional conversions for prior historical years. You make the call!

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End User Training Services

The final piece to any successful software implementation is the transfer of knowledge to your office staff. The method by which that knowledge is transferred is also critical. Capital Business Solutions outlines a comprehensive training plan for your organization at the beginning of every engagement, outlining the methods of training and identifying those staff members who need to be involved during this process. We utilize a combination of approaches for end-user training. Depending on the make up of your organization, you may prefer one on one training to classroom style training.

In either case, our training is tailored to fit the unique needs of your organization by utilizing your organizations' database for training. This ensures that your organization understands how the software has been setup to mirror your business processes and how they will be able to perform their day-to-day tasks. Your staff is not taught on a generic database then left to go back and attempt to put generic training tasks into their everyday duties.

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Crystal Reports Writing Services

Our products boast robust reporting tools designed to alleviate reporting headaches. Even so, your organization may occasionally require a report that is not a standard "out-of-the-box" report. This is where our expertise can help you. Our report-writing staff are Crystal Reports experts and can pull data direct from the data source to create custom and unique reports that your organization needs. Best of all, these reports can be easily accessed through the click of a button and the reports update automatically in real time.

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Project Management

Regardless of whether or not your organization is small or large, Project Management is always a key component to any successful implementation. Scheduling resources at the appropriate time, managing the scope of services, addressing issues as they occur and wrapping up the engagement with a closing meeting and a written document to pass ownership of the project to your organization are just a few of the expectations of our project managers.

By effectively managing the process, you can be assured of an organized and well-planned implementation, thus not creating wasted time and money on your engagement. We leave no stone unturned to ensure your level of comfort from start to finish.

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Third Party Integrations

Every organization of your type has unique needs and needs that cannot always be handled with new software. Why should you be forced to move to another product that cannot handle the special need. Our programming team will work with you to design and develop an interface for data exchange between the two systems. This will create some efficiencies in your work and prevent possible errors that could result in manually entering information between the two systems. We are certified solutions developers and utilize the tools supported by the software vendor to create these integrations so you can be assured they will be supported and maintained properly.

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Software Version Upgrade Assistance

Our partners are continually enhancing their accounting software products to offer the end-user more features and options. Your initial investment in the software should not go by the wayside. Our expert implementation specialists have trained extensively on the latest releases of all the products and can assist your organization in installing the latest version and converting the data from your old version to keep your historical information accurate.

Our upgrade services guide you every step of the way, beginning with running a test conversion to detect any problems that might arise from your current data, then performing the live conversion and training you and your staff on the latest features and options of the newly released versions.

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System Analysis and Review

Are you a long-time user of the current software version? Is your chart of accounts outdated? Do you feel reporting constraints when trying to get financial statements for your staff or your board? If you answered yes to any of these questions, you don't need to change your software. It's probably time to consider a system analysis and review.

Our certified implementation specialists will spend time with you reviewing your setup and your account structure to determine critical areas of change that can bring your setup up to date with the latest features available within the software. Based on our recommendations, you will then be able to leverage the power of the latest technology and continue to move forward with your investment. These changes will undoubtedly create efficiencies for your organization.

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Advanced Training Services

Are you what we like to call a "Power User"? These people have been around the block a few times with the software and are constantly searching for newer and better ways to leverage all of the technology available to them. Our implementation team dreams of working with individuals like yourself. Let our expert implementation specialists team up with you to harness the power of your software and make the software work for you.

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Advanced Report Writing Services

Sometimes those "canned" reports just don't provide you with the detail you need. You were told when you purchased the software that the reporting was robust and unmatched. Now that you have had time to wade through the canned reports and have developed a level of comfort with the software, you are ready for a new challenge. Let our implementation specialists assist you with developing and maintaining advanced reports from your software. We will teach you the skills you need to be an effective report writer for your organization.

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Staff Training Services

You have hired new staff due to growth in your organization or turnover. You know they need to be trained on the your software, but who has the time? Most organizations throw these new people in the fire and let them sink or swim. Employees are too valuable and recruiting new employees is too expensive to not give them the tools necessary to do their job effectively.

Don't set them up for failure from the beginning. Let our implementation specialists spend time with them and show them the ropes. Your investment will more than pay off because you will have productive employees who feel confident about what they are doing.

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