FTM Software Advisory Services-AccuFund Implementation, Training, and Support

It is time for you to get the accounting and advisory solutions you need to maximize your success and minimize your disruptions. That is precisely what you can expect when you turn to Financial Technologies & Management for our AccuFund software advisory services. We are focused on delivering a process that guarantees a solution tailored to your precise needs.

Three-Phase Approach to Implementation

Thanks to our three-phase approach, we can ensure your success with AccuFund accounting software by using proven techniques to make sure we gather all of the relevant information needed to implement, train, and support you and your software.

We believe that by investing effort into listening to your organization’s needs, we can work with you to deliver a solution that maximizes success and minimizes disruption.    At FTM, we’re different; we focus on a process that guarantees a solution tailored to your needs.

Our FTM Software Advisory Services are comprised of AccuFund Implementation, Training, and Support Services.  All services are provided to ensure a comprehensive and successful software implementation project.

A Flowchart of the Phases for Training

Phase 1 – During this phase, we review your requirements in detail and plan for their implementation.

Phase 2 – This is when we complete your system implementation.  We also work with you to provide the necessary training and support.

The software implementation includes the following areas:

  • Software Implementation includes Software Training
  • Module Setup and Customization
  • Data Conversion
  • Custom Development of Transaction and Financial Reports
  • Individual and Group Software Training

Our software training will include the following:

  • Proper and efficient use of the software.
  • Apply our knowledge of software and accounting to your organization for best practices

Phase 3 – During this phase, we will focus on additional advisory services to complete the AccuFund implementation.  We also provide a follow-up plan designed to keep your staff and system up-to-date with software enhancements.  This allows you to adjust the software with your changing needs.

FTM’s philosophy is to provide our clients with an ongoing professional services relationship that helps ensure continued success with your software.  We believe that you need a comprehensive plan that includes FTM and AccuFund.

Contact us today to start building an ongoing relationship with our consultants.