Consulting Lifecycle:

Choosing the right solution

Jumping to a new accounting or retail software solution can be a long and intimidating process. As part of our services, we make the research and decision making stages of this process as easy and painless as possible. In order to do this, we like to know all about each client’s current processes and find out what QuickBooks can and/or cannot accomplish for them upfront. There is nothing worse than being told a piece of software can do everything you want, getting it installed, and finding out it really doesn’t have the functionality you expected. Managing and discussing expectations are a HUGE part of what we do and we don’t take this stage lightly.

First and foremost we manage this process by listening to you. We spend time finding the right QuickBooks product for your business. Once we hear what you are seeking and understand your situation as well as business, we explain the features of the product and why it will work for you. If you have options, we like for you to know them all. We know that businesses are not cookie cutter, so we try not to be as well.

Trial/Demo (Custom)

Before making a software investment, we recommend our clients take the proposed solution for a spin. Currently, we are able to supply our clients and potential clients with 30-day free trials of QuickBooks Point of Sale, QuickBooks Enterprise, and QuickBooks Online. We want our clients to feel genuinely comfortable with the solution and sometimes putting your hands in it is the ticket.

We are also able to perform a custom demonstration for either QuickBooks Enterprise or Point of Sale. The demo follows the needs assessment portion of our process and discusses solutions for the various pain points (functions) that your business needs the software to solve. The first half of the demo is used to show you the things you asked to see, the second half opens the floor to questions.

Pre-Implementation Consulting

Sometimes, even a trial and/or a demo are not enough detail for a company to determine if QuickBooks is the proper fit for their business. When there is an external layer of complexity (i.e. a website platform integration, integrated CRM, outside bolt on, project management software complex conversions etc.) there is an extra discovery step that must be taken to make sure all assumptions are ironed out. Pre-Implementation Consulting is how The Wren Group prefers to knock out any of these possible barriers.

Once all of the possible barriers are addressed and QuickBooks is known to be a good solution to the business, pre-implementation consulting is used as the stage before the purchase where the project plan can be laid out and expectations are set. This tends to alleviate questions regarding who is responsible for what piece of the puzzle moving forward. We enjoy a smooth implementation as much as our clients do.