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

Best Practices for Transitioning to a New Fund Accounting System

Transitioning to a new accounting system often feels disruptive, especially for teams accustomed to a legacy system’s quirks, workarounds, and outdated features.

In this guide, expert implementations consultant Jamie Lundien from Cause & Solution walks you through a sample fund accounting software implementation, focusing on how to flatten the change curve to keep your implementation moving smoothly. You’ll also get a 90-day game plan for transitioning to a new fund accounting system.

In this comprehensive guide, you’ll learn:

• What is the change curve and how can you flatten it to make your implementation easier
• How to best plan and prepare before the implantation process starts
• How to make sure the data you move is accurate and up to date
• What to expect from the configuration and testing phases

Download your free copy today so you’re ready to get the most out of your new financial management software.