"Report writing is powerful and the system can easily be customised."
David Sherrif,
Brimble Sherrif Young Ltd

2. Prioritise the lists

Once you have identified what’s right and wrong with your current accounting system, and listed additional features you would like, you need to decide how important each of the items on the list are to you. Of the things you like about your current system, which must you keep? Are there any you could do without? Of the problems you have with your current system, which ones absolutely must be solved? Are there some items on your wish-list which are critical to improving your processes? Which features on the list would be nice, but not essential for the success of your business?

Again, involve your staff in the prioritisation process and remember that things you need to do frequently are generally more important than those done less often. The more often a task is performed, the more impact it will have on your business if it cannot be performed quickly, easily and accurately every time.

< back | next >