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Welcome to the FD's definitive guide to switching accounting software with confidence!
Switching accounting software isn't just a technical upgrade - it's a career-defining decision. For Finance Directors, CFOs and senior finance professionals, the stakes are high. Get it wrong, and you risk months of disruption, sleepless nights and a legacy you'd rather forget. But get it right, and you unlock new efficiencies, better data and a finance function that's fit for the future.
This guide is your roadmap to making that change with confidence. It's built on real-world insights from finance leaders who've been through the pain - and come out stronger. Whether you're just starting to question your current system or you're gearing up to pitch a new one to your board, this hub gives you direct access to each chapter of the guide, so you can dive into the topics that matter most to you.
CHAPTER ONE
How not to get fired (or want to quit) when choosing new software
In this Chapter, you will learn:
- Switching software can be painful - may people put it off.
- Why you may already know you've outgrown your finance system.
- 7 key questions to ask to work out if the pain of change is worth it.
- Lots more questions in a handy takeaway checklist.
- How to count the cost of 'doing nothing'.
CHAPTER TWO
Getting the board on board: How to win allies and influence people
In this Chapter, you will learn:
- Your stakeholders: how to spot them.
- Why stakeholder personas aren't just marketing nonsense.
- The different messages that work for different colleagues.
- Some conversations you need to have.
- How to start adding numbers to the case for change.
CHAPTER THREE
Getting the board on board: How to win allies and influence people
In this Chapter, you will learn:
- Why you need a clear lists of must-haves, nice-to-haves and non-essentials
- How to research software beyond Google (and what to avoid)
- What to ask in demos - and what vendors often don't tell you
- Why relationships with vendors matter as much as features
- How to compare price vs. value without falling into common traps
CHAPTER FOUR
Getting the board on board: How to win allies and influence people
In this Chapter, you will learn:
- Why a good business case strengthens your argument.
- How to write with a non-finance reader in mind.
- Some figures to employ as you demonstrate ROI.
- A format for a punchy, persuasive business case that someone might even read.
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