Needs Analysis Step 1 of 3 33% Your InformationFirst Name* Last Name* Title* Organization Work Phone*FaxEmail* Website Business Type* Manufacturing Service Wholesale Government Retail Utility Finance/Banking Internet Healthcare Other Other: No. of EmployeesAnnual SalesProjected Annual Growth RatePurchase Time Frame Next 30 Days 30-90 Days This Year Next Year Implementation Time Frame 30-90 Days 90-120 Days This Year Next Year System InformationDescribe Your Current System (software, hardware, network, etc.):Why Do You Want to Change?What Do You See As The Shortcomings of Your Current System?What Do You Like In Your Current System?Present accounting system? Accounting NeedsDesired Number of Workstations:Number of Simultaneous users:Internet Connection? Always-On Fast Connection On-Demand/Dial-up None Remote Training Acceptable? Yes No Multiple Locations? Yes No If Yes, Do they Share the Same Data: Yes No Do They Keep Separate Records? Yes No Are Consolidated Financials Required? Yes No Primary Business Functions: Financial Statements Budgeting Receivables Payables Payroll Check Reconciliation Inventory Control Financial Analysis Billing Point of Sale Purchasing/receiving Project Costing Customer Relationship Management Sales Force Automation Sales Order Processing Other Other: Which Areas Account for Most Time Spent?Which Areas are Critical for Your Business?Special Accounting NeedsSpecial Reporting NeedsRequirements an accounting system must meet:Internet NeedsChoose below: Intranet Web Site Design/Maintenance Other Other Business to BusinessChoose below: Purchase Requisitions Sales Order Processing Storefront Other Other
Leave a Reply
Want to join the discussion?Feel free to contribute!