Getting to Phase 2
How much of Excel do you use? If you spent a little more time designing your key spreadsheets so that all of the calculations were consistent and the data flowed in a logical way, could you produce more effective reports? …
Category: Accounting Software
Less Numbers, More Story
Harry is one of our unit managers. His normally calm, diplomatic voice takes on a sudden energy as he leans across the table and says, “People seem to think that any mission will do. That’s just not true.” Harry has …
We’re All In This Together
The first accounting system I had to supervise was an IBM product called MAPICS. I was an inexperienced newbie and knew nothing, so I joined a user group. Every couple of months we would meet at someone’s office and someone …
Exploding Conventional Wisdom
The accountant usually has a feel for what’s really going on. My grandfather’s accountant, Lloyd Smith, had a client in the construction business. While doing the financial statements, Lloyd realized that some of the projects were losing money. The owner …
The Most Advanced Accounting Software on the Planet
“Tally 9.0 has been dubbed the most advanced accounting software on the planet.” That claim is obviously more marketing spin than carefully researched fact, but it points to a trap that we so frequently fall into: comparing accounting software as …
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You’re Teaching – But Are They Learning?
Last night, at the dojo, John was teaching. John has a radically different way of teaching martial arts. He smiles. He cracks jokes. He took a serious Aikido exercise and called it the “Weeble Wobble” (as in “weebles wobble but …
It’s MY data, dammit!
The story you are about to read is true. The names have been changed to protect the innocent. It was Tuesday, July 8, a smoggy day in the metropolis. My name is Joe Friday, and I implement business systems. Normally …
Just Like Buying a Car
Turnkey: it’s a beautiful word, isn’t it? When used to describe accounting software, it conjures up the image of just turning the key in the ignition, hearing the roar of the engine and driving off into the sunset. It’s a …
Getting the Most from a Software Demonstration
You can buy Microsoft Office from any authorized dealer. When you’re considering accounting software however, half of your time should be spent evaluating the consulting firm. There is a lot of skill involved in fitting accounting software to a company …
Customer Relationships – Wide AND Deep
Customer Relationship Management (CRM) software makes it easy to view customers as statistics. “How many calls have you made?” “How many answers to our email blast did we get?” Similarly, sales management software encourages pipeline analysis, e.g. “How many suspects, …