Accounting System Implementation Steps


Here are the five critical steps in a successful implementation of your new Accounting System:

Analyze, Plan and understand – Start at the beginning.  The first step in the implementation process should begin with a thorough review of your business requirements and processes, to identify what is working well and which aspects of your business that may need improvement and refinement.  These business requirements will then be mapped into your project plan, which will drive the remainder of the implementation.

Design, Develop and Build – Using the project plan produced in Step 1, your implementation team will next proceed to build your pilot system.  This is used to validate those business processes and system functionality detailed in the project plan.

Train, Test and Accept – Building on the lessons learned in the pilot system and using test data migrated from your previous system, Step 3 includes teaching your staff the best practices and procedures to deliver the required functionality.  Results from this testing and training period need to be reviewed and a sign-off should be secured, stating that the progress made to date is acceptable and in line with the overall goals of the implementation.

Implement and Go-Live – Working from the knowledge obtained in Steps 2 and 3, your new accounting system should now be complete.  Your legacy data is migrated a final time to the new system and all of the experience and resources of the project team are on-site and ready to make the final transition to the new system.


Ongoing Support – With the successful launch of your new system, your technology partner should now continue to provide on-going support.  This can be delivered through a help-desk, along with the application of any new updates.  Many consulting companies can also provide free webinars and user group sessions.

As these 5 implementation steps are carried out, beginning with a broad based and all-encompassing perspective of both your internal and external operating environments, the focus of the implementation project is then continuously narrowed to produce exactly the system that is required to meet and exceed the business objectives that have been defined.

These five steps represent distinct phases of the implementation project, and they move in succession.  Equally important, however, are those ongoing activities and functions that a successful implementation must include.


These are:


Project Management – All aspects of the implementation must be tracked by the Project Manager, whose responsibilities include task assignments, resource availability, project documentation, budget and timeline oversight, and communication among all of the project team members.

Systems Support – Before your project can get under way, a thorough review of the existing infrastructure must be completed.  This review of the current systems infrastructure will ensure that the optimum delivery of data and analysis is met.  Systems support also provides specific recommendations for the required hardware and software infrastructure.



Consulting Services – Be sure to focus on all of the aspects of your business, including Business Process Review, recommendations for Best Practices, detailed delivery of training and procedures, testing of the pilot and production systems, development of custom reports.

A complete examination of your business environment and identify additional opportunities for improvements.

Development Services – Creation, testing and support for custom enhancements and applications, coordination of integrations to existing legacy systems and planned interfaces to other Line of Business systems, custom reporting, dashboards and internal web-sites.

The successful implementation of your new ERP system will not be the result of luck or chance.  Managed properly, it should be the culmination of the design of the implementation approach, and the dedication and effort of the project team members.  Be sure to select an implementation partner that follows an implementation approach that is based on best practices and their proven results, utilizing a methodology that is rooted in deep experience and knowledge of how to be successful.


Newtech will help you build your Company on a very Strong Computerized financial base.


We look forward to inviting our Company to study your business operations with a view to implementing a reliable accounting system for your business operations. We shall perform the above tasks / activities and ensure that your Accounting System is properly implemented to meet the desired goal for your Company.


You can call us on: 713 552 3148 or send us an email to:

We also file Annual Returns for individuals and Companies. We file monthly and quarterly sales taxes for small and medium size Companies. Try us!!

We help you assemble your financial transactions into one structured data base management system.