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Financial Management Software Implementation

Make your move to new software as seamless as possible with our experienced team.

Financial Management Software Implementation

Make your move to new software as seamless as possible with our experienced team.

We Help Businesses Transition to New Accounting Software Solutions

We Help Businesses Transition to New Accounting Software Solutions

The ultimate goal of implementing new accounting software is to improve efficiency in your financial operations. Our service not only ensures a smooth transition but also focuses on optimizing your new system for your business, helping you achieve greater accuracy, speed, and control over your financial processes. We’ll also train and support your team so they feel confident navigating and leveraging the new software. Once we’re done, you’ll be able to make better decisions and build a stronger financial foundation for your business.

Stay On Track

We follow a proven schedule and stick to it so your team is comfortable with the new system by the end of our timeline.

Support When You Need It

When you call, we answer. Never worry about automated or hard-to-find support features. 

An Experienced Implementation Partner

We’ve implemented hundreds of financial systems for organizations, so we know what works and what doesn’t. We’ll handle the daunting task of migrating your data and seamlessly moving you to a new system.

Project Management Support

We reduce the overwhelm of switching software by working closely with your team to guide the process and stay organized.

Training For All Users

Consistent processes create efficiency, so we’ll ensure each team member is trained in their appropriate areas. 

Become More Efficient & Profitable

At the end of our plan, you’ll benefit from a financial software system tailored to your needs, allowing you to make smarter, stronger business decisions.

Financial software recommendations for your business in 3 minutes.

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It Starts With a Conversation

There’s no one-size fits all to creating effective accounting systems. So we first need to get to know you a little bit to understand your organization’s needs, current issues, and future opportunities.

If there seems to be a good fit, we’d move on to a full needs analysis, a cost/benefit analysis, and then a project proposal. But the first step is just to get to know each other, and there’s no pressure to move forward past there. So let’s connect!

Signs You Could Use Our Help For Your Implementation

Signs You Could Use Our Help For Your Implementation

  • You are overwhelmed by the idea of migrating your systems
  • You lack the internal capacity to manage such a large project
  • You worry about disrupting your team with an implementation
  • You want more efficient and organized systems
  • Several team members across different roles use your financial software
  • You or your team often face hurdles to switching your systems
  • You want support readily available at all stages of the process
  • You want to work with a team that gets to know your business and remembers the details

How it Works

How it Works

1. Kickoff Meeting

Meet with our team and tell us about your challenges and goals. 

2. Design Workshop & Sign-Off

We gather all the necessary information to create your solution’s design, workflows, processes, and training.

3. Project Plan

You’ll receive the project outline, including deliverables, risks, scope, and information on the team guiding your implementation.

4. Weekly Meeting & Checklists

Regular, weekly check-ins with our team to go through checklists and keep the plan on track. 

5. Setup & Sign-Off

We set up the system based on the approved system design and scheduled training.

6. Implementation & Sign-Off

We use a test environment to run through the plan with you before moving forward with full implementation training.

7. Go-Live & Sign-Off

Switch from the test environment to the live environment with go-live training. We’ll provide additional support for 30 days after the software is live, with optional ongoing support options.

8. Project Closing Sign-Off

We will assess your satisfaction with the implementation and wrap up the project.

What's Included

What's Included

    Standard AdvancedASY Icon ISP
Design workshop, project plan, project scope and Gantt charts  
Project management   50% Asyma, 50% Customer 75% Asyma, 25% Customer
Customer project manager/sponsor time required   75% 50%
Setup of entity or entities, core financials, and all modules  
Set up master records including chart of accounts, vendors, employees and more   Assisted Assisted
Export/import from third-party solutions   Assisted Managed
Create user-based dashboards, reporting, and delivery  
Training for all users   Comprehensive Comprehensive+
30-day support after go-live   Gold Gold

 

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Financial System Audit

We will dive deep into the health of your financial systems to identify gaps and opportunities for improvement. Our findings are delivered in a detailed recommendations report, accompanied by discussions to guide your decisions. 

  Bronze Silver Gold
Needs analysis questionnaire
Discovery interviews Single key personnel Multiple key personnel All key personnel
Processing requirements list Limited Standard Comprehensive
Processing requirements report with ranking of priority  
Process change benefit/cost savings report
Software comparison report    
System map of existing workflow    
Develop enhanced processes  
System map of enhanced workflow
Process recommendations report    
Recommendations discussion
On-site review 1/2–1 day live/online 1–2 day live 2–3 day live

 

Get More From Your Financial Systems With Our Integrated Services Plan

Get More From Your Financial Systems With Our Integrated Services Plan

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Access all the essential services you need to get your financial systems in order through our Integrated Services Plan. For a monthly fee, we provide ongoing partnership and support, including software selection and implementation, ongoing training, and system enhancements. You can also add a financial system audit or financial process documentation to your bundle as an add-on. This plan is designed for organizations that want a reliable partner to help them navigate and improve their financial systems over time.

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Ready to learn how an Accounting Software Implementation could work for your business or organization? Book a 20-minute meeting with a member of our team.

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Guaranteed ROI

Our satisfaction guarantee means, if you are not satisfied with our services, you will receive a 100% return. 

Expertise

Expertise

Our experienced consultants have earned Asyma one of the highest customer satisfaction ratings in North America.

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Fixed Pricing

Know your total cost up front. The price will never increase after what is agreed upon.

We Lead Accounting Software Implementation Across Industries

We Lead Accounting Software Implementation Across Industries

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General Construction

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Nonprofits

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First Nations Organizations

  • Adaptabilities Logo
  • Canadian Foodgrains Bank
  • Easter Seals Logo
  • Emmanuel Senior Living Society Logo
  • Calgary Meals on Wheels Logo
  • Trellis Society Logo
  • Reach Edmonton Logo
  • Radius Logo
  • The Family Centre Logo
  • 360kids Logo
  • Alberta Motor Transport Association Logo
  • Red Deer Child Care Logo

We've Also Done Implementations For Other Industries

We've Also Done Implementations For Other Industries

  • Electrical Contracting
  • HVAC & Plumbing
  • Heavy Construction
  • Energy Field Services
  • Manufacturing & Fabrication
  • Distribution & Wholesale
  • Research & Development
  • Faith-Based
  • Healthcare

Safety retail business swaps QuickBooks for Sage 300 to simplify multi-location inventory management.

KOST

Kost Fire Equipment Ltd.

Location: Medicine Hat, Alberta

Industry: Retail

System: Sage 300, Point of Sale

When Kost’s QuickBooks accounting system and MicroBiz point-of-sale system couldn’t keep up, they struggled to manage inventory in multiple locations. Asyma worked with them to assess their needs and guided the company through a Sage 300 and Retail Management System implementation. As a result, Kost has simplified inventory management with centralized purchasing and the ability to transfer stock between stores. 

"I'm very happy with the system and everything Asyma did to make it work for us. With new centralized data, training, and our profit centers all under the corporate umbrella, we can now collect all the information we need to manage our business better."

— Marilyn Elias, Controller for Kost

Manufacturing company integrates systems to reduce freight costs by 15%.

flexahopper

Flexahopper Plastics Ltd.

Location: Lethbridge, Alberta

Industry: Manufacturing

System: Sage 300, Sage CRM, MISys

Flexahopper Plastics Ltd. needed a system to improve its Bill of Materials (BOM) management and enable material forecasting ahead of production scheduling. Rather than purchase an entirely new system, Asyma worked with them to find a solution that would integrate to solve their pain points. Post-implementation, Flexahopper now always has accurate stock on hand and has eliminated the need for “emergency orders,” reducing freight costs by an estimated 15%.

"Return on investment in money and time has been great. It has also allowed us to negotiate better terms with our suppliers. We now have accurately costed finished goods which allows us to determine the best product pricing for customers."

— Flexahopper Plastics Ltd.

“Thanks for everything you and Asyma are doing for us. It is much appreciated and making this transition one of the best I have ever experienced.”

Prodigy Tech Group

“Our old legacy system limped to the end of the parallel run. With the assistance and knowledge of Asyma’s consultants, we were able to implement the new system quickly and efficiently. We now have a fully integrated system that we are able to use with ease.”

Lethbridge Northern Irrigation District 

“We appreciate how easy the upgrade was, the transfer of data, and how patient the  Asyma team has been with all of our requests.”

Dynasty Power

It starts with a conversation.

Book a meeting and talk to a member of our team first-hand about our financial system services.

Explore Our Other Financial System Services

Explore Our Other Financial System Services

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Financial System Audit

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Ongoing Support & Training