Modernization Assessment

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50 STATES

Plan the work. Work the plan.

Finance & Accounting Modernization and Efficiency Assessment

Our comprehensive Modernization Assessment serves as a launchpad, offering a deep dive discovery session into your current financial systems to identify areas of efficiency and opportunities for improvement. Through a collaborative session, processes are refined to align with best practices and unique goals, ensuring seamless integration with a modern platform and a roadmap that aligns with your goals.

Customer Success Story

Curious about what an on-site Assessment involves? Hear from Yvonne Alaniz-Carpentier, Chief Financial Officer at First Financial Credit Union, about how her team benefited from facilitated conversations that led to new efficiencies and process improvements, not just in the accounting department but throughout the entire credit union.

The Assessment is highly valuable, not only from a learning perspective but also from an implementation perspective. We work with your team to ensure that you’re best positioned for a seamless integration onto a new platform.

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Digital Transformation Can Lead to Greater Success

When you choose BPW, our team will listen to your specific needs and offer solutions to provide actual value-adds for your business. We are committed to putting your progress first.

Learn About Acumatica

Whether you’re considering an upgrade, integrating new functionalities, or simply assessing the current ERP system for efficiency, a Modernization Assessment paves the way with a strategic framework forward.

Modernization Assessment Agenda

GENERAL LEDGER

FINANCIAL REPORTING

During the financial reporting session, we will examine the number of reports currently utilized, the tools employed for generating these reports, and how data is integrated into the reporting process. We will also review additional data points included in financial reports, evaluate the automation process, assess dashboard utilization, and discuss the data collection and time commitment involved in the 5300 process.

ACCOUNTS PAYABLE

The accounts payable discussion will explore current and desired approval processes, identify individuals involved in approvals and data entry, and assess payment methods, including checks and electronic transfers like ACH/EFT. We'll also review supporting systems, AP vendors, and monthly bill management. Further, we'll define user access within the AP system to ensure security and efficiency.

EXPENSE REPORTING

FIXED ASSETS

IT INFRASTRUCTURE

We’ll take a deep dive into the current IT environment, pinpointing specific challenges and strategies to create efficiencies and process improvements. We'll evaluate security policies, disaster recovery, remote workforce integration, and ensure practices comply with NCUA or auditor requirements. The session will also lay the groundwork for discussing the outlook and goals for integrating the new ERP system.

Providing support every step along the way

“Although everyone promises it, BPW truly follows through with everything.”

Horizon Credit Union

Implementation

Our team is well versed in navigating the complexities of implementation, planning for the unexpected, and achieving a successful transition to a new system—on time, on budget.

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Customization

Customizations can enhance the foundational features of Acumcatica to align with your unique operational needs, leading to a smarter and more streamlined way to run your business.

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Support

Partnering with BPW’s support team means that you can focus on the core operations of your business, knowing that our certified consultants are always in your corner.