From Legacy to Leading: A Guide to Planning and Managing Your Fund Accounting Software Implementation

Transitioning to a new accounting software can feel daunting and disruptive, especially if your team is accustomed to a legacy system’s quirks, workarounds, and outdated features—the familiarity making it harder for many to embrace the change.

This guide from Jamie Lundien, expert implementations consultant at Cause & Solution, walks you through the whole process, giving you resources to keep your implementation moving forward smoothly with a 90-day game plan for the transition.

You’ll learn:

• What is the change curve and how to flatten it to make your implementation easier
• How to plan and prepare for the implementation to enhance efficiency before the process starts
• How to ensure you data is accurate and up to date before moving it into the new system
• What to experts from the configuration and testing phases

Download your free guide today so that you are ready for more effective implementation process.