Data Migration

One of your first activities is gathering your data. The Faststart solution is based on a template, which has pre-defined data fields, and our comprehensive data import template will lay out what data is needed. If you have chosen the Traditional approach, then we will include the fields you have chosen as part of the design you agree.

Our consultant will guide you on where to extract your data from and how to populate the template with your static data, data such as Entities, Locations, Departments, Employees, Customers and Suppliers.

You are about to transition to a brand-new system, so avoid the temptation to just replicate what you already have. Intacct will help you create efficiencies in your finance processes, and this is the time to take the opportunity to cleanse your data

Our Partnership model

We team up with our dedicated Intacct Implementation Partners, Phase 3 and PWC to implement Sage Intacct.  Phase 3 have built up vast experience over the past 8 years, implementing and managing projects for Sage as well as broader consulting expertise. PWC have been a Sage Intacct implementation partner since Intacct was introduced to the UK, in 2018.  

Our Implementation Partners are fully supported by our Sage Centre of Excellence.  They hold weekly reviews with our Partners to assess their projects and customer satisfaction.

Customer Success

At Sage, we pride ourselves in delivering amazing service for our customers.

You will be introduced to our Customer Success function whilst in implementation and have access to Community, where you will be able to find a wealth of information including product guides, webinars, and access to “how to” videos. In addition, you will also be able to speak to other customers who use Sage Intacct and share help and information with each other. 

Support

Intacct has an intuitive Help Centre built into the product, where you can find help and guidance on specific tasks and functionality. Sage Intacct have a ‘follow the sun’ approach to support with support teams in the UK and the US, so there is always someone on hand to review your support case. 

Support cases can be raised via telephone, Community and via email, and you will be kept updated on progress throughout.

Your Activities

Your implementation is a joint project, which comprises of Sage activities as well as your own activities. We can implement as fast as you need us to. However, in our experience, what can cause delays or extend the duration of the project is a customer’s ability to dedicate resource and time to their own activities. Here is a summary, to help familiarise yourself with when your key activities need to take place and how long they may take.

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