{"id":7982,"date":"2017-10-20T14:40:54","date_gmt":"2017-10-20T18:40:54","guid":{"rendered":"https:\/\/foundationsoft.com\/?p=7982"},"modified":"2025-04-25T09:34:21","modified_gmt":"2025-04-25T13:34:21","slug":"accounting-software-implementation-checklist","status":"publish","type":"post","link":"https:\/\/www.foundationsoft.com\/learn\/accounting-software-implementation-checklist\/","title":{"rendered":"Ensuring Success with Your Accounting Software Implementation Checklist"},"content":{"rendered":"\n<div class=\"wp-block-presto-player-reusable-edit\"><!--presto-player:video_id=35--><figure class=\"wp-block-video presto-block-video  presto-provider-youtube\" style=\"--plyr-color-main: var(--presto-player-highlight-color, #f8c01b); --presto-player-logo-width: 150px; \">\n\t<presto-player \n\t\tpreset='{&quot;id&quot;:1,&quot;name&quot;:&quot;Default&quot;,&quot;slug&quot;:&quot;default&quot;,&quot;icon&quot;:&quot;format-video&quot;,&quot;skin&quot;:&quot;modern&quot;,&quot;play-large&quot;:true,&quot;rewind&quot;:true,&quot;play&quot;:true,&quot;fast-forward&quot;:true,&quot;progress&quot;:true,&quot;current-time&quot;:true,&quot;mute&quot;:true,&quot;volume&quot;:true,&quot;speed&quot;:false,&quot;pip&quot;:false,&quot;fullscreen&quot;:true,&quot;captions&quot;:false,&quot;reset_on_end&quot;:true,&quot;auto_hide&quot;:true,&quot;captions_enabled&quot;:false,&quot;save_player_position&quot;:true,&quot;sticky_scroll&quot;:false,&quot;sticky_scroll_position&quot;:&quot;bottom right&quot;,&quot;on_video_end&quot;:&quot;select&quot;,&quot;play_video_viewport&quot;:false,&quot;hide_youtube&quot;:false,&quot;lazy_load_youtube&quot;:false,&quot;hide_logo&quot;:false,&quot;border_radius&quot;:0,&quot;caption_style&quot;:&quot;&quot;,&quot;caption_background&quot;:&quot;&quot;,&quot;is_locked&quot;:true,&quot;cta&quot;:[&quot;&quot;],&quot;watermark&quot;:[&quot;&quot;],&quot;search&quot;:[&quot;&quot;],&quot;email_collection&quot;:[&quot;&quot;],&quot;action_bar&quot;:[&quot;&quot;],&quot;created_by&quot;:49,&quot;created_at&quot;:&quot;2023-11-22 06:36:48&quot;,&quot;updated_at&quot;:&quot;2023-11-22 06:36:48&quot;,&quot;deleted_at&quot;:&quot;&quot;,&quot;show_time_elapsed&quot;:false}'\n\t\tbranding='{&quot;logo&quot;:&quot;&quot;,&quot;color&quot;:&quot;#f8c01b&quot;,&quot;logo_width&quot;:150,&quot;player_css&quot;:&quot;&quot;}'\n\t\tchapters='[]'\n\t\toverlays='[]'\n\t\ttracks='[]'\n\t\tblock-attributes='{&quot;playsInline&quot;:true,&quot;id&quot;:35,&quot;src&quot;:&quot;https:\\\/\\\/www.youtube.com\\\/embed\\\/5ZiZo7Hn_Yg?dl=0&quot;,&quot;preset&quot;:1,&quot;video_id&quot;:&quot;5ZiZo7Hn_Yg&quot;,&quot;visibility&quot;:&quot;public&quot;,&quot;color&quot;:&quot;#00b3ff&quot;,&quot;mutedPreview&quot;:{&quot;enabled&quot;:false,&quot;captions&quot;:false},&quot;mutedOverlay&quot;:{&quot;enabled&quot;:false,&quot;src&quot;:&quot;&quot;,&quot;width&quot;:200,&quot;focalPoint&quot;:{&quot;x&quot;:0.5,&quot;y&quot;:0.5}},&quot;mutedOverlayType&quot;:&quot;text&quot;,&quot;mutedOverlayText&quot;:&quot;Click to play&quot;,&quot;mutedOverlayImageWidth&quot;:200,&quot;chapters&quot;:[],&quot;overlays&quot;:[],&quot;tracks&quot;:[],&quot;openPopupId&quot;:&quot;&quot;,&quot;title&quot;:&quot;How to Implement New Construction Accounting Software&quot;}'\n\t\tanalytics=''\n\t\tautomations\t\tprovider='youtube'\n\t\t\t\tid=\"presto-player-1\"\n\t\tsrc=\"\/\/www.youtube.com\/embed\/5ZiZo7Hn_Yg?iv_load_policy=3&amp;modestbranding=1&amp;playinline=1&amp;showinfo=0&amp;rel=0&amp;enablejsapi=1\"\n\t\tmedia-title=\"How to Implement New Construction Accounting Software\"\n\t\tcss=\"\"\n\t\tclass=\"presto-video-id-35 presto-preset-id-1 skin-modern\"\n\t\tskin=\"modern\" \n\t\ticon-url=\"https:\/\/www.foundationsoft.com\/wp-content\/plugins\/presto-player\/img\/sprite.svg\" \n\t\tpreload=\"\" \n\t\tposter=\"\"\n\t\tyoutube=\"{&quot;noCookie&quot;:false,&quot;channelId&quot;:&quot;&quot;,&quot;show_count&quot;:false}\"\n\t\tprovider-video-id=\"5ZiZo7Hn_Yg\"\n\t\tvideo-id=\"35\"\n\t\t\t\tplaysinline \n\t\t\t\t>\n\t\t\n    <div class=\"presto-iframe-fallback-container\">\n        <iframe style=\"width: 100%\" title=\"Youtube Video\" class=\"presto-fallback-iframe\" id=\"presto-iframe-fallback-1\" data-src=\"https:\/\/www.youtube.com\/embed\/5ZiZo7Hn_Yg?iv_load_policy=3&amp;modestbranding=1&amp;playsinline=1&amp;showinfo=0&amp;rel=0&amp;enablejsapi=1\" allowfullscreen allowtransparency allow=\"autoplay\"><\/iframe>\n    <\/div>\n\n\t<\/presto-player>\n<\/figure><\/div>\n\n<div class=\"clear\"><\/div>\n<div class=\"gdlr-space\" style=\"margin-top: 20px;\"><\/div>\n<p>Because <strong><a href=\"https:\/\/www.foundationsoft.com\/learn\/simple-guide-construction-accounting-software\/\">construction accounting software<\/a><\/strong> affects so many different parts of your office operations, it requires careful planning beyond a simple download and installation. This <strong>implementation process<\/strong> shouldn\u2019t intimidate you..<\/p>\n<a target=\"_blank\" href=\"\/construction-accounting-software-ebook\/\" class=\"blog-cta-image\"><img decoding=\"async\" src=\"\/wp-content\/uploads\/2024\/05\/2024-05-FSL-blog-post-ad-5-ways-ebook.png\" alt=\"eBook Download\" title=\"eBook Download\"><\/a>\n<p>Following established <strong>best practices<\/strong> will help ensure long-term success. These essential elements include:<\/p>\n<ul>\n<li>Starting early<\/li>\n<li>Setting expectations<\/li>\n<li>Taking the time to do it right<\/li>\n<li>Leveraging teamwork<\/li>\n<li>Getting the help you need<\/li>\n<li>Practicing with your construction accounting software<\/li>\n<\/ul>\n<p>Let\u2019s explore each of these best practices and how they contribute to successful <strong>accounting software<\/strong> <strong>implementation.<\/strong><\/p>\n<h2><span class=\"ez-toc-section\" id=\"Key_Takeaways_for_Adopting_Construction_Software\"><\/span>Key Takeaways for Adopting Construction Software<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<ul>\n<li>Begin your accounting software journey by researching vendors, watching <strong>product webinars<\/strong> and scheduling <strong>demos<\/strong><\/li>\n<li>Meet with your team to discuss company needs and expectations before progressing with vendor discussions<\/li>\n<li>Understand that <strong>the implementation process<\/strong> typically takes two to three months and plan for implementation during slower business periods<\/li>\n<li>Include <strong>key<\/strong> <strong>stakeholders<\/strong> in the process to increase buy-in and ensure smoother adoption<\/li>\n<li>Communicate with your <strong>CPA<\/strong> early to allow time for <strong>financial review<\/strong> and questions<\/li>\n<\/ul>\n<h2><span class=\"ez-toc-section\" id=\"1_Starting_Your_Construction_Implementation_Process_Early\"><\/span>1. Starting Your Construction Implementation Process Early<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p>The <strong>implementation process<\/strong> begins well before purchasing your <strong>integrated construction accounting software<\/strong>. When researching new construction accounting software, speak with multiple vendors and:<\/p>\n<ul>\n<li>View product webinars<\/li>\n<li>Watch <strong>video demos<\/strong><\/li>\n<li>Schedule <strong>online demonstrations<\/strong><\/li>\n<li>Have direct conversations with sales representatives<\/li>\n<\/ul>\n<p>Evaluate how supportive vendors will be as long-term\u00a0<strong>partners with your company<\/strong>, not just during implementation but as you master <strong>advanced features<\/strong> and explore new <a href=\"https:\/\/www.foundationsoft.com\/learn\/the-ultimate-guide-to-foundation-modules\/\"><strong>modules<\/strong><\/a>\u00a0in the future.<\/p>\n<p>Involve your team members early in the <strong>decision process<\/strong>. When introducing new software, feelings of discomfort and <strong>resistance to change<\/strong> are common. Bringing staff into the conversation allows them voice their concerns as everyday users. This helps <strong>generate<\/strong>\u00a0buy-in and makes\u00a0<strong>software implementation<\/strong>\u00a0easier.<\/p>\n<p>Inform users of what to expect during the\u00a0<a href=\"https:\/\/www.foundationsoft.com\/learn\/how-contractors-can-ensure-a-successful-transition-to-new-technology\/\">transition<\/a> early in the process. This reduces hesitation and gives them opportunities to ask questions. Only proceed with implementation once you\u2019ve made the right choice for your <strong>construction business<\/strong> and secured staff buy-in.<\/p>\n<h2><span class=\"ez-toc-section\" id=\"2_Setting_Expectations_for_the_Implementation_Process\"><\/span>2. Setting Expectations for the Implementation Process<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p>Successful software implementation depends on setting clear goals and expectations based on questions like:<\/p>\n<ol>\n<li>What does your company do?<\/li>\n<li>What specific needs does your construction company have?<\/li>\n<li>What processes need\u00a0<strong>improvement<\/strong>?<\/li>\n<li>What\u2019s the ideal workflow \u00a0 your operations?<\/li>\n<\/ol>\n<p>Meet with your team and prepare these answers before vendor discussions about construction accounting software.<\/p>\n<p>Working with an\u00a0<a href=\"https:\/\/www.foundationsoft.com\/learn\/how-to-select-construction-accounting-software-for-your-company\/\">accounting software<\/a> implementation\u00a0specialist to configure your system according to your specific\u00a0<strong>business requirements<\/strong>\u00a0is essential.\u00a0<strong>Companies<\/strong>\u00a0avoid many issues by ensuring their\u00a0<strong>construction accounting system<\/strong>\u00a0is properly set up for their unique goals.<\/p>\n<p>When meeting with trainers for the first time, clearly state <strong>expectations<\/strong> about the process and <strong>timeline<\/strong> \u2014 especially regarding <strong>implementation timing<\/strong>.<\/p>\n<h2><span class=\"ez-toc-section\" id=\"3_Take_The_Time_You_Need\"><\/span>3. Take The Time You Need<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p>Realistically, <strong>learning new software<\/strong> and processing what you\u2019ve learned takes time. Clear <strong>timing expectations<\/strong> mean that \u201cgoing live\u201d on the new\u00a0<a href=\"https:\/\/www.foundationsoft.com\/learn\/construction-accounting-advice-for-contractors\/\">construction accounting<\/a>\u00a0system typically occurs no sooner than two to three months after installation.<\/p>\n<p>Your team will need <strong>additional training<\/strong> and time to understand new <strong>business processes<\/strong> as they adapt.<\/p>\n<p>Beyond sessions with trainers, expect <strong>homework assignments<\/strong>. Discuss with your trainer and team early in the process to determine <strong>weekly time commitments<\/strong>.<\/p>\n<p>Consider the <strong>time of year<\/strong> when planning implementation. Avoid your <strong>busiest season<\/strong> if possible. Account for your\u00a0<strong>business cycles<\/strong>, <strong>holidays<\/strong> and <strong>staff availability<\/strong> when scheduling implementation activities.<\/p>\n<h2><span class=\"ez-toc-section\" id=\"4_Teamwork_Among_Contractors_Makes_the_Construction_Implementation_Work\"><\/span>4. Teamwork Among Contractors Makes the Construction Implementation Work<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p>The time required for implementation depends on your <strong>team structure<\/strong>. Some\u00a0<strong>companies<\/strong>\u00a0have only one person handling implementation, which only works for\u00a0<strong>day-to-day end users<\/strong>. This is rarely the case.<\/p>\n<p>When implementing new\u00a0<a href=\"https:\/\/www.foundationsoft.com\/learn\/essential-features-in-construction-accounting-software-infographic\/\">construction accounting software<\/a> as a team, complete <strong>buy-in<\/strong> and\u00a0<strong>support<\/strong>\u00a0from everyone is crucial. This includes things like ownership and <strong>end users<\/strong>. Misalignment can make the process challenging.<\/p>\n<p>Your vendor will assign a trainer as your new point person, supported by a larger\u00a0<strong>team of professionals<\/strong>\u00a0assisting with implementation.<\/p>\n<p>If multiple people are involved on your side, designate a\u00a0<strong>point person<\/strong>\u00a0to take ownership of <strong>communication<\/strong> and make sure tasks are completed on schedule.<\/p>\n<h2><span class=\"ez-toc-section\" id=\"5_Choosing_the_Right_Construction_Accounting_Software_Features\"><\/span>5. Choosing the Right Construction Accounting Software Features<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p>When selecting construction accounting software, look for these essential features:<\/p>\n<ul>\n<li><strong>Job costing<\/strong> &#8211; Track costs by individual projects<\/li>\n<li><strong>Payroll<\/strong> &#8211; Manage employee compensation efficiently<\/li>\n<li><strong>WIP Reporting<\/strong> &#8211; Monitor work in progress<\/li>\n<li><strong>Document Management<\/strong> &#8211; Store and organize project documents<\/li>\n<li><strong>Job Tracking<\/strong> &#8211; Follow projects from start to finish<\/li>\n<li><strong>Audit Trails<\/strong> &#8211; Maintain records of all changes and transactions<\/li>\n<li><strong>Accounts Payable\/Receivable<\/strong> &#8211; Manage vendor payments and customer invoicing<\/li>\n<li><strong>Construction Reporting<\/strong> &#8211; Generate industry-specific reports<\/li>\n<li><strong>Equipment Tracking<\/strong> &#8211; Monitor equipment usage and costs<\/li>\n<li><strong>Scheduling<\/strong> &#8211; Plan and track project timelines<\/li>\n<li><strong>Billing Management<\/strong> &#8211; Process invoices efficiently<\/li>\n<li><strong>Financial Analytics and Reporting<\/strong> &#8211; Gain insights into your financial performance<\/li>\n<\/ul>\n<h2><span class=\"ez-toc-section\" id=\"Get_All_the_Support_You_Need\"><\/span>Get All the Support You Need<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p>Beyond your internal teams and implementation specialists, <strong>external support<\/strong> can be extremely beneficial.<\/p>\n<p>Involve your <strong>construction CPA<\/strong> early in the process. They&#8217;ll need to review:<\/p>\n<ul>\n<li>The chart of accounts and <strong>G\/L setup<\/strong><\/li>\n<li>Your books to identify cleanup needs before migration<\/li>\n<li>Their expectations for the new construction software solution<\/li>\n<\/ul>\n<p>Consider hiring temporary help for <strong>data<\/strong> <strong>entry<\/strong> or daily tasks, especially if your <strong>implementation team<\/strong> is small. Managing new accounting software implementation, learning the system and maintaining normal operations is overwhelming for one person.<\/p>\n<p>Just as you wouldn&#8217;t have one person handling an entire <strong>construction project<\/strong>, having a team involved with implementation helps ensure a clean transition. Check if your software vendor offers <strong>bookkeeping support<\/strong> services to assist with the process.<\/p>\n<h2><span class=\"ez-toc-section\" id=\"Putting_It_All_Together_with_FOUNDATION%C2%AE\"><\/span>Putting It All Together with FOUNDATION\u00ae<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p><strong>Accounting software implementation <\/strong>is a collaborative process that builds a solid foundation through ongoing discussion between your team and your vendor. Expect construction accounting software to be a soft-customized solution rather than a one-size-fits-all.<\/p>\n<p>After discussing your business needs with representatives, make adjustments before full implementation begins. Continue refining as needed during testing.<\/p>\n<a target=\"_blank\" href=\"\/demo-video-player\/\" class=\"blog-cta-image\"><img decoding=\"async\" src=\"\/wp-content\/uploads\/2024\/03\/FSL-blog-post-ad-fsl-in-action.png\" alt=\"Watch a Demo\" title=\"Watch a Demo\"><\/a>\n<p>Setting realistic expectations, making informed decisions from the start, understanding the long-term commitment to grow into the construction accounting software and having the right people and processes in place will set you on the right path to<strong>\u00a0successful accounting software implementation<\/strong>.<\/p>\n<p>Begin the conversation today by scheduling a live demo with\u00a0<strong>FOUNDATION<\/strong>.<\/p>\n<p>Foundation Software\u2019s sales and implementation teams have decades of experience supporting construction contractors and ensuring they get the most out of our\u00a0<a href=\"https:\/\/www.foundationsoft.com\/#schedule-a-live-demo\">construction accounting<\/a> solutions.<\/p>\n<p><a class=\"gdlr-button medium without-border\" href=\"#watch-demo-video\" target=\"_self\"  style=\"color:#ffffff; background-color:#000000; \"  >Watch an online demo<\/a><\/p>\n","protected":false},"excerpt":{"rendered":"<p>Implementing new construction accounting software? Check off these best practices to help you ensure long-term success with new technology.<\/p>\n","protected":false},"author":17,"featured_media":8672,"comment_status":"closed","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"_searchwp_excluded":"","inline_featured_image":false,"footnotes":""},"categories":[9,15],"tags":[20],"class_list":["post-7982","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-articles","category-implementing-software","tag-video"],"acf":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v26.0 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>Ensuring Success with Your Accounting Software Implementation Checklist<\/title>\n<meta name=\"description\" content=\"Implementing new construction accounting software? 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