Quickbooks to Business Central: 4-Wk Migration

Unlock the Potential of a Modern Platform

Citrin Cooperman provides a smooth transition from QuickBooks to Microsoft Dynamics 365 Business Central, unlocking the power of a modern, efficient, and scalable financial management platform. Leveraging role-based experiences, automation, and artificial intelligence (AI), our solution is designed to support your firm's growth and drive operational efficiency. Role-based architecture, automation, and Artificial Intelligence (AI) elevate user experiences for your team, your customers, and vendors driving operational efficiency to new levels. BC reduces costs and increases output establishing the foundation to manage growth and adapt to changing conditions for years to come.

Benefits of Moving from QuickBooks to Business Central with Citrin Cooperman

• Enhanced Efficiency with Role-Based Experiences: Leading practices from multiple industries based on our experience ensure optimal configuration.
• Automation of Routine Tasks: Automation across platforms and point solutions supported by our in-house integrations team.
• Artificial Intelligence Integration: Leverage CoPilot with Business Central and the data from all of your business systems to gain deeper insights, predict trends, and make data-driven decisions that propel your business forward.
• Scalability and Flexibility: Establishing what you need today while preparing for the future.
• Comprehensive Financial Management: Manage your financials more effectively with a robust set of tools for general ledger, accounts payable, and accounts receivable, all in one platform.
• Legacy Data Integration: Our experienced team will develop the proper strategy for leveraging your data inside of Business Central incorporating it into the reporting toolset.
• Long-Term Support and Sustainability: Benefit from Citrin Cooperman’s commitment to long-term support and strategic road mapping, ensuring your system evolves with your business needs.

Deliverables

Digital Transformation Maturity Model Citrin Cooperman employs a proprietary value delivery system, a tried-and-true proven method for digital transformation that includes 14 stages, each designed to deliver value faster. Our migration offer starts with client engagement and extends to offer connected support systems and long-term sustainability.

Stage-by-Stage Offer Breakdown Tailored to Help Companies of All Sizes

• Client Engagement: Initial consultation to understand your business needs, current challenges, and goals for the migration.
• Analyze & Design (50 hours): Comprehensive analysis of your current Quickbooks setup and design of a tailored migration plan to Dynamics 365 Business Central.
• System Setup: Stand up core financial modules, including General Ledger (GL), Accounts Payable (AP), and Accounts Receivable (AR) for one entity.
• Data Migration: Ensure seamless migration of legacy data to the new platform, maintaining data integrity and accessibility.
• Training: Provide training sessions to familiarize your team with the new system, focusing on foundational topics and practical application.
• Self-Teaching Tools: Offer self-teaching tools that empower your team to learn at their own pace and revisit key concepts as needed.
• Adoption of Leading Practices: Implement leading practices that align with your business requirements, ensuring efficient and effective use of the new system.
• Customizations and Configurations: Tailor the system to meet specific business needs and enhance functionality.
• Testing and Validation: Conduct thorough testing to ensure all components function correctly and meet your expectations.
• Go-Live Support: Assist with the transition to the new system, providing on-site or remote support during the critical go-live phase.
• Post-Go-Live Support: Offer continued support to address any issues, optimize performance, and ensure smooth operation.
• Long-Term Support and Maintenance: Provide ongoing maintenance and updates to keep your system running efficiently.
• Performance Monitoring: Regularly monitor system performance to identify and address any potential issues proactively.
• Continuous Improvement: Work with you to continually improve and enhance your system, adapting to new business requirements and technological advancements.

Additional Offer Details

Time & Material Support: Access additional support as needed, billed on a time and materials basis to ensure flexibility and control over your investment. Assumption of Leading Practices: Our approach assumes that leading practices will meet your requirements, streamlining the implementation process and maximizing value.

By choosing Citrin Cooperman for your migration from Quickbooks to Business Central, you'll experience a smoother transition with minimal disruptions, faster value realization, and the ability to get back to your day-to-day operations quickly and efficiently. Let us handle the complexities, so you can focus on growing your business.