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.
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:
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 |
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.
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:
Regarding limitations, bear in mind the following caveats:
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.
A. Sage Intacct provides a true cloud-based ERP solution with superior multi-entity and global consolidation capabilities, real-time visibility, and flexible customizability.
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.
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.
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.
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.
A. Yes, Sage Intacct offers fully featured iOS and Android apps for any time, anywhere access to mission-critical data and workflows.
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.
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.