Migrating from Sage 100 to Sage Intacct offers significant advantages, such as true cloud functionality, superior multi-entity consolidation, and real-time visibility. Key benefits include reduced total cost of ownership, enhanced security, and greater scalability.
Implementation typically spans 3-6 months, including planning, configuration, testing, and parallel run phases. Potential challenges include data migration difficulties, compatibility issues, and resistance to change. Strategies for combating these hurdles comprise thorough planning, data cleanup, seeking expert guidance, and fostering effective communication throughout the organization.
Overall, migrating to Sage Intacct promises a more contemporary, versatile, and powerful accounting solution aligned with modern business needs and technological advancements.
In this post, we’ll cover the Sage 100 ERP to Sage Intacct migration process in detail.
Why to migrate from Sage 100 ERP to Sage Intacct
When you migrate data from Sage 100 to Sage Intacct, you have the best financial management modules at your disposal.
Here are some key benefits that Sage Intacct provides over Sage 100:
- Scalability: As your business grows, Sage Intacct can easily scale with you due to its cloud-based architecture. This means that adding new users, entities, or locations becomes much easier compared to Sage 100. Additionally, Sage Intacct has higher transaction limits than Sage 100, accommodating increased volume without requiring system upgrades.
- Advanced Financial Management Features: While both Sage 100 and Sage Intacct offer strong feature sets, Sage Intacct shines in terms of advanced functionality for financial reporting, budgeting, forecasting, and automating workflows. These additional capabilities enable better decision-making and improved efficiency for finance teams managing complex requirements.
- Multi-Entity Consolidations: If you operate across various regions, states, or countries, Sage Intacct simplifies multi-entity consolidations by providing real-time visibility into performance metrics and centralizing data from different entities. In contrast, Sage 100 requires manual effort to compile this information, leading to potential errors and delays.
- Integrated Business Applications: With Sage Intacct, you gain access to an ecosystem of integrated applications tailored specifically for industries such as nonprofits, healthcare, and services. By leveraging pre-built integrations, you can seamlessly connect Sage Intacct with CRM, payroll, HR, or industry-specific solutions to optimize end-to-end processes.
- Automatic Updates & Maintenance: Since Sage Intacct is cloud-based, automatic updates and maintenance ensure minimal downtime while keeping your system current with the latest enhancements and security patches. Conversely, maintaining Sage 100 on-premises involves manual updates, potentially resulting in compatibility issues between versions.
- Enhanced Reporting Capabilities: Compared to Sage 100, Sage Intacct boasts superior customizable dashboards, dimensional charts of accounts, and drill-down report analysis. The intuitive interface allows for greater flexibility in creating reports based on unique KPIs, driving strategic insights for stakeholders at every level within the organization.
Migrating to Sage Intacct from Sage 100 makes sense when considering scalability, advanced financial management features, multi-entity handling, integration possibilities, automatic updates, and enhanced reporting capabilities.
However, it's essential to evaluate your situation before deciding which solution best fits your needs.
Table: Comparison between Sage 100 and Sage Intacct
| Feature | Sage 100 | Sage Intacct |
|---|---|---|
| Deployment | On-premise | Cloud-based |
| Scalability | Limited (requires manual upgrades) | Highly scalable (easily adds users/entities) |
| Financial Management Features | Strong core offering | Advanced functions for reporting, forecasting, & workflow automation |
| Multi-Entity Support | Manual consolidation required | Seamless consolidation & intercompany transactions |
| Integration Ecosystem | Fewer native integrations | Wide variety of industry-specific app connections |
| Automatic Updates | Requires manual update process | Regular automatic updates with/ no downtime |
| Reporting Capabilities | Standardized reports | Customizable dashboards, dimensions, & drill-down analytics |
| Transaction Limits | Lower limits (may require version upgrade) | Higher limits supporting high volumes |
| Maintenance | User-managed hardware/software | Minimal IT involvement; vendor manages infrastructure |
| Security | Dependent on internal IT resources | Robust built-in security measures & Encryption |
Sage Intacct Implementation
The Sage Intacct implementation process involves several key steps to ensure a successful transition from Sage 100. The first step is planning, where measurable goals are defined and a structured plan is developed with dedicated resources assigned.
Next, data cleanup is essential to remove redundant entries, correct inconsistent values, and standardize formats, ensuring that imported data is clean and organized. Configuration involves consulting experienced professionals and performing thorough testing to align the new system with established practices and optimize settings.
The Sage 100 to Sage Intacct data migration process focuses on addressing connectivity issues, unreliable data transfers, and ensuring skill development through training. Thorough testing is necessary to identify and resolve any untested configurations. A gradual rollout, gathering user feedback, and effective communication are recommended during the go-live stage.
Table: Sage Intacct Implementation
| Step | Problem | Solution |
|---|---|---|
| Planning | Lack of clear objectives, ambiguous timeline | Define measurable goals, develop a structured plan, and assign dedicated resources |
| Data Cleanup | Importing dirty data causes cluttered records | Purge redundant entries, correct inconsistent values, standardize formats |
| Configuration | Misalignment with established practices, improper settings | Consult experienced professionals, perform thorough testing |
| Integration | Connectivity issues, unreliable data transfers | Utilize pre-built connectors, employ secure web services |
| Training | Insufficient skill development, poor adoption | Deliver targeted curriculum, promote collaborative learning experiences |
| Testing | Untested configurations cause unexpected behavior | Execute complete testing suite including positive, negative, and edge cases |
| Go Live | Disruptions, loss of productivity | Stage gradual rollout, capture feedback, iterate improvements |
| Communication | Resistance, fear of change, misinformation | Foster honest conversations, utilize accessible communication channels |
| Support | Slow incident resolution, subpar service quality | Select dependable vendors, verify SLAs emphasizing uptime targets, penalties |
Choosing reliable vendors and confirming service level agreements (SLAs) that focus on meeting uptime goals and penalties can assist in guaranteeing prompt incident resolution and excellent support. You can contact our team for more information.
Migrating Data from Sage 100 to Sage Intacct
Based on our implementation plan for the Sage Intacct process, we initiate the process of transferring data from Sage 100 to Sage Intacct.
Key steps for Sage 100 to Sage Intacct data migration:
- Initial assessment: We'll examine your current Sage 100 setup, including important files, transaction history, custom scripts, and integrated applications. This helps us prepare for a smooth transition.
- Data cleanup: Prioritize cleaning up and organizing your data sources by removing unnecessary records, fixing inconsistencies, correcting invalid references, formatting data properly, and standardizing terms. This prevents importing unwanted data into Sage Intacct.
- Module mapping: Identify equivalent modules between Sage 100 and Sage Intacct. Some features or objects may not have direct equivalents, so we may need to find alternative ways to represent them. Be prepared to compromise or make tradeoffs for missing functionality.
- Chart of Accounts alignment: Make sure your Chart of Accounts structure matches between Sage 100 and Sage Intacct. Convert segmented codes into hierarchical ones when applicable. Accurately map historical balances for opening balance journal entries.
- Transfer of historical data: Decide which historical records to keep, considering storage limitations, licensing fees, and performance impact. Ideally, focus on critical periods or events necessary for trend analysis, compliance, or audits.
- Custom object creation: Recreate any custom components specific to your Sage 100 installation. Alternatively, explore compatible off-the-shelf alternatives available through the Sage Marketplace or partner network.
- Integration with third-party applications: Confirm the availability and compatibility of systems connected to Sage 100. Update APIs, modify connection settings, and adjust mappings as needed. Thoroughly test interactions to avoid disrupting dependent processes.
- Role definitions and permission assignments: Define roles and permissions that reflect your organizational hierarchy, departmental divisions, and separation of duties. Find the right balance between restrictions and ease of use to encourage productive yet controlled work environments.
- System configuration and optimization: Fine-tune default settings, preferences, and notification triggers to match your preferred way of working. Determine the best batch sizes, refresh intervals, and regular maintenance tasks.
- Parallel run: Run both the old and new systems simultaneously during the transition phase. Regularly reconcile results to identify any discrepancies, validate data integrity, and build confidence. Resolve any remaining issues before fully switching to the new system.
Regarding limitations, bear in mind the following caveats:
- Gaps in functionality: Some features or levels of detail in Sage 100 may not work the same in Sage Intacct. Consider workarounds, compromises, or waiting for feature updates.
- Storage limitations: Different editions of Sage Intacct have different amounts of storage space. Monitor resource usage to plan for upgrades or archiving.
- Impact on performance: Moving a lot of historical data can cause slowdowns, timeouts, or other problems. Schedule data imports carefully and process them in smaller batches to avoid bottlenecks.
- Cost of licenses: Adding more users, expanding coverage, or keeping data for longer periods increases subscription charges. Plan costs accurately and consider affordability when making procurement decisions.
Switching from Sage 100 to Sage Intacct is a big deal and can get pretty complicated. There's a lot to think about, and you might run into some tough spots. But if you plan, stay focused, and bring in some experienced pros, you're setting yourself up for some major wins.
Stick with it, keep everyone in the loop, be ready for changes, and push through the tough times. In the end, you'll find yourself exactly where you wanted to be, and it'll all be worth it.
Key takeaways…
- Sage Intacct offers numerous advantages over Sage 100, including true cloud functionality, superior multi-entity consolidation, and real-time visibility.
- Migrating from Sage 100 to Sage Intacct generally takes six to twelve months, involving planning, configuration, testing, and parallel run phases.
- Additional costs associated with migration include consulting fees, data extraction, cleaning, conversion, software licenses, hosting, and maintenance.
- Minor tweaks to business processes will likely be necessary when transitioning to Sage Intacct due to unique features and terminologies.
- Comprehensive training and change management efforts are crucial to ensure smooth transitions and employee buy-in.
- Sage Intacct supports mobile devices and remote access through fully featured iOS and Android apps.
- Sage Intacct strictly adheres to SOC 1 Type II and SOC 2 Type II certifications, GDPR compliance, and holds ISO 27001:2013 certification for data security and privacy.
- Sage Intacct is highly scalable, supporting growing user numbers, entities, transactions, and geographical presence seamlessly.
- During the implementation process, potential problems may arise, such as difficulties encountered in data migration, compatibility issues, and resistance to change, among others.
- Solutions to these challenges include thorough planning, data cleanup, consultation with experts, and effective communication with stakeholders.
FAQs
Q. What advantages does Sage Intacct offer compared to Sage 100?
A. Sage Intacct provides a true cloud-based ERP solution with superior multi-entity and global consolidation capabilities, real-time visibility, and flexible customizability.
Q. Can I still access my Sage 100 data after switching to Sage Intacct?
A. Yes, you can export your Sage 100 data for archive purposes or leverage third-party integration tools to sync select information bi-directionally between the two systems.
Q. How difficult is the migration process from Sage 100 to Sage Intacct?
A. The difficulty depends on the complexity of your Sage 100 setup, data hygiene, customization levels, and integration requirements. Typically, migrations involve six to twelve months of planning, configuration, testing, and parallel run phases.
Q. Will my existing business processes need to change when moving to Sage Intacct?
A. Minor tweaks to accommodate Sage Intacct's unique features and terminology will be necessary. Comprehensive training and change management efforts ensure smooth transitions and employee buy-in.
Q. Are there additional costs associated with migrating to Sage Intacct?
A. Besides consulting fees for migration specialists, expect expenditures related to data extraction, cleaning, conversion, validation, software licenses, hosting, and maintenance. Plan for potential modifications to peripheral systems or add-ons.
Q. Does Sage Intacct support mobile devices and remote access?
A. Yes, Sage Intacct offers fully featured iOS and Android apps for any time, anywhere access to mission-critical data and workflows.
Q. How does Sage Intacct handle data security and privacy?
A. Sage Intacct follows strict SOC 1 Type II and SOC 2 Type II certifications, GDPR compliance, and maintains ISO 27001:2013 certification. Physical and logical safeguards protect sensitive information, backed by robust backup, disaster recovery, and continuity frameworks.
Q. How scalable is Sage Intacct relative to Sage 100?
A. Designed for rapid scaling, Sage Intacct supports increasing user counts, entities, transactions, and geographic footprints seamlessly, unlike Sage 100 which imposes practical limits. Modular add-ons bolster extensibility and longevity, minimizing rip-and-replace churn cycles.
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