How to choose a software and implementation partner when you outgrow QuickBooks

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Categories: Acumatica Cloud ERP, ERP, Replace old software
November 19, 2019
outgrow QuickBooks implementation partner

The right partner is often one who is big and diverse enough to handle your needs, who has proven they can innovate, and who is ultimately honest about the challenges you will go through.

The process of outgrowing QuickBooks is both an exciting and challenging time, and it’s something that happens to nearly every business at some point. As you grow and realize that the product has become less of a solution and more of a challenge, knowing when and how to make the move is critical for your business.

Following previous blogs on the path to moving beyond QuickBooks—recognizing that the product isn’t able to deliver for your business, communicating a change and asking questions, securing executive buy-in, and comparing vendors by return on investment—we would today like to turn our attention to the process and best practices that go into finalizing the software choice and selecting an implementation partner.

These two concepts are intimately intertwined. The right software is the most obvious consideration, but the implementation partner can enhance or diminish what the software can do. Not all partners are created equal, and even the best solution for your business—if implemented poorly—can fail to provide the value you expect. So today, we’d like to explore the most necessary things to look for in a vendor and discuss a few secrets for finding a partner who puts your business first.

Choosing the right ERP solution for your needs.

ERP has been around for decades, so expect that nearly all ERP products have essentially the same core functionality, more or less. So, with that being the case, how does one choose the best system for a company’s specific needs? It all starts with understanding the “three-legged stool” of ERP.

Balancing three necessary criteria.

Like a real three-legged stool, a product will only stand if each leg is in working order. Lose one and it falls over. For ERP, these three legs are functionality, ease of use, and support:

  • Functionality: Match the specific functionality that you need today (per your requirements definition) with the ability to adapt the system to change when your needs change.
  • Ease of use: Evaluate the design of the user interface in how familiar and intuitive it is – it must be simple to learn and easy to use.
  • Support: Finally, the system developer and/or implementation partner must be reliable, trustworthy, and compatible with your needs and company culture.

Five most important elements of ERP.

In narrowing down your list, selecting the top three or so vendors you want to hear from, there are many things to look for. However, successful implementations can be distilled into the following criteria:

  • Functionality: While also one of the three legs of the ERP stool, functionality really just means, “does it do what it’s supposed to do, and if not, can it be customized to make it work?” Focus on software that fits your business. That is, it is successfully installed and in use at companies in your industry, preferably companies of about your size.
  • Maturity: While the beauty of the cloud is in its rapid update process, allowing your business to get new features twice per year, it’s important to work with a vendor who has been there before. It’s nice to have the “latest and greatest,” but it’s risky to be on the “bleeding edge” of technology. You should look for a system that has been field tested and proven in actual use… in your industry.
  • The Vendor Itself: Your ERP provider will be a partner for the long term, not just a supplier of a product. Be as sure as you can be that they will be around for the long haul. Check their financial stability – do they have the resources to support the product in the coming years?
  • User groups and software community: You need to be able to ask questions and get answers. Ideally, you should be able to find customers like yourself who have solved similar challenges. Whether they can help you find a customization or can answer a not-so-frequently asked question, the user community should be a good resource.

Choosing an implementation partner: A proposition that can make or break your ERP project.

As mentioned above, a vendor can provide the best product, but a poorly selected implementation partner could cause it all to fail. A good vendor will create a good partner program (ranked by CRN), but knowing what to look for from a partner will go a long way in ensuring your project is a success.

As a company who has been in this business for a quarter century, we have found that the right partner is often one who is big and diverse enough to handle your needs, who has proven they can innovate, and who is ultimately honest about the challenges you will go through.

  • Proven innovation in the VAR community: Becoming ‘certified’ is one thing; but having the experience to back it up is another. Bob Scott’s Insights VAR Stars is an annual listing of these value-added resellers who lead all others in growth, innovation, and industry leadership. NexTec is proud to be a mainstay on both the VAR Star list and the Top 100 VARs list.
  • Big enough to meet your scope, not too big to forget about you: While innovation is one thing, size is another—especially for midsized to large companies. A partner who has the scale, scope, and size to deliver services no matter how big you are, what you do, or where you are, but not someone too big that they treat you like just another project.
  • Experience and honesty: This is what makes it so important to find a partner who has been around the block, who has the skills to adapt to changes, and who can walk you through the process. When we launched NexTec, we did so because we noticed that software sellers that had never walked a mile in the customers’ shoes. Over the last 25 years of growth, we brought on some of the greatest minds in the business and kept them happy—our average consultant has 25 years’ experience in software, consulting, and industry.

When you begin to outgrow QuickBooks, you are facing one of the most exciting challenges that exists. It means that your business has grown, and you are ready for a solution that can take you to the next level. NexTec helps organizations just like you to move beyond QuickBooks and into a more robust accounting and ERP software designed to meet the needs of your business today, tomorrow, and ten years from now.

For our growing small and mid-size (SMB) clients, we recommend Acumatica, a solution that features flexible deployment, scalable resource-based pricing, and the functionality and usability you need. We invite you to learn more about our workcompare QuickBooks to Acumatica using this helpful tool, and contact us to discuss your needs and learn more about your next steps.

Get to know NexTec

We chose NexTec because they were the only provider that spent the time getting to know and understand our business and our employees.” – Janet O’Neal, Planning and Control Manager (Kellogg Garden Products)

Since 1994, NexTec Group has been in the business of software, and as a leading reseller of Acumatica, we have helped customers just like you to realize the benefits of the product and implement the solution without any hiccups. Get to know more about our work herefind your local office, and contact us for a free consultation.