BEST PRACTICES FOR CHOOSING ACCOUNTING SOFTWARE A FIELD GUIDE FOR NONPROFITS
May 25, 2015
BEST PRACTICES
FOR CHOOSING ACCOUNTING
SOFTWARE
A FIELD GUIDE FOR
NONPROFITS
WHY LOOK?
IT’S A
JUNGLE OUT
THERE
Some systems are
BIG
And some are LITTLE
So how do you know what’s right
for your organization?
TEN STEPS for
Choosing the RIGHT Accounting Software
Establish a Technology Advisory Group
Prioritize Your Software Requirements
and Projected Milestones Define Your Budget
Build a Short List
Educate the Vendors
Evaluate Live Demonstrations
Score and Rank the Systems
Gather and Compare Price Quotes
Verify References and Vendor Viability
Review the Software License Agreement
Ten Steps for Choosing the Right Accounting Software
1. Establish a technology advisory committee 2. Prioritize your software requirements 3. Define your budget and projected milestones 4. Build a short list 5. Educate the vendors 6. Evaluate live demonstrations 7. Score and rank the systems 8. Gather and compare price quotes 9. Verify references and vendor viability 10.Review the software license agreement
A Word About the Decision
What Questions Do You Have?