The Accordant Methodology
Client satisfaction is at the heart of the Accordant Methodology, where we thrive on tackling unique implementation challenges and integration needs—it’s what excites us.
With over 20 years of experience, we’ve developed rock-solid models and plans to ensure your success, paired with a team of the industry’s strongest implementation consultants.
The Accordant Methodology is designed to make even the toughest transitions smooth, seamless, and successful.
Execute with Precision
We believe that a successful implementation hinges on precision and attention to detail. Our team is dedicated to delivering projects on time and within budget, minimizing disruptions to your operations. With careful planning, thorough testing, and clear communication, we ensure a seamless transition from your current systems to your new solution, setting you up for immediate operational success.
Facilitate Confident Change
We understand that transitioning to new software can be one of the most daunting and challenging tasks your organization tackles. But with Accordant by your side, we promise that your team will feel supported every step of the way. We prioritize clear guidance, proactive communication, and hands-on support to help your team embrace change with confidence.
Equip for Future Success
A successful implementation goes beyond the initial rollout; it’s about empowering your team for the road ahead. We equip you with the knowledge, resources, and tools to fully leverage your new software. From comprehensive training sessions to ongoing support, our goal is to ensure that your team has the confidence and expertise to drive long-term growth and adaptability.
Implementation Plan Options
Built on over 20 years of experience assisting organizations across various industries and sizes, our three Implementation Plan options offer varying levels of customization, integration, and training.
Comprehensive approach
with in-depth discovery
Standard
- Fully customized to meet your organization’s specific needs
- Refines and optimizes processes for measurable ROI
- Ensures seamless system integration
Streamlined plan designed specifically for small businesses
Small Business
- Targeted customization for smaller operations
- Expedites setup and adoption
- Omits “End User Training” while still delivering tailored solutions
Rapid deployment with minimal customization
Pre-Built
- Ready-to-use setup focused on speed and efficiency
- Delivers a fully functional solution
- No extensive discovery or integration phases
Managed Services Plan Options
Following your implementation, you can select from three distinct Managed Services Plans, each designed to address different levels of support and engagement based on your organization’s needs. For a detailed breakdown of the services included in each Managed Services Plan, please refer to the Accordant Scope of Work proposal provided by your Account Executive.
Minimal ongoing assistance
Basic Services
- Essential maintenance and support
- Covers routine system updates and periodic check-ins
- Keeps software current with low involvement needed from your team
Higher level of support and ongoing optimization
Standard Services
- Comprehensive support with regular reviews
- Enhanced response times for support requests
- Access to additional training resources
Top-tier, comprehensive hands-on support
Premium Services
- Dedicated account management
- Priority response times for support requests
- Proactive system optimizations and strategic reviews
Navigating Your Implementation Journey
Our project implementation methodology follows six key phases, with training seamlessly integrated throughout. The process typically includes 1-2 meetings per week and spans 14-20 weeks, depending on the project’s scope and your team’s availability.
Data Gathering
Discovery
Build & Model
SME Validation
User Training
Go Live
1
Data Gathering
- Introductory call initiates the project; your team collects Master Record Data and Workflow Maps.
- You provide report samples to Accordant to analyze and scope out any custom reporting needs.
- Project plan reviewed together, defining roles, tasks, and timelines.
2
Discovery
- High-level overview session to capture your functional requirements.
- Education session introduces program navigation, terminology, and key concepts.
- Workflow maps customized for your organization’s needs.
- Project plan finalized based on Discovery findings; Implementation Schedule and Go-Live established.
3
Build & Model
- Sage Intacct environments configured based on Discovery findings.
- Functional Requirements documents reviewed and tested.
- Changes documented and applied to production environment.
- You collect and complete sample import data.
4
SME Validation
- Sage Intacct environments updated based on Build & Model findings.
- Sample import data imported for SME testing and validation.
- Your SME Users test the solution to confirm functionality and gain hands-on experience.
- Document and apply changes to Production environment.
5
End User Training
- Production and implementation environments updated based on SME Validation findings.
- Your team’s end users get trained in the implementation environment.
- You gather information for templates in preparation for Go-Live.
6
Go Live
- During “Go Dark” period, you complete transactional imports to be uploaded by Accordant.
- Sage Intacct production environment goes live for transaction processing.
- You populate post-live data (GL balances, bills/invoices) for upload.
- Accordant conducts weekly “Close Down” sessions for 30 days post-Go-Live.
- Upon close out, transition meeting held with Ongoing Support (OGS), Client Enrichment Group (CEG), and Client Success Management (CSM) teams.
Ensuring Your Continued Success After You Go-Live
After go-live, our partnership doesn’t end—it’s just the beginning. As our client, we offer ongoing support and training, optimization recommendations, free assessments of your tech stack, and additional customizations as needed.
Phase 2 Requirements & Additional Training
If additional needs arise during your implementation, they will be documented for a Phase 2 process, managed by the Accordant Client Enrichment Group (CEG). This team specializes in addressing any new requirements and implementing additional modules beyond the core setup.
For functionality that cannot be achieved through smart rules, smart events, or further configuration, we submit feedback directly to Sage Intacct, ensuring your input helps shape future product updates.
Additionally, the CEG provides comprehensive training programs tailored to your team’s specific needs and challenges with the system.
Add-On Products & Third-Party Integrations
For unique requirements that go beyond the standard Sage Intacct modules, our Client Success Management (CSM) team collaborates with you to explore add-on products, custom programming, and third-party integrations (TPIs) to meet your specific needs.
Ongoing Support & Troubleshooting
After a 45-day handoff period post-go-live, our Accordant Ongoing Support (OGS) team steps in to deliver fast, effective support for your live Sage Intacct system. Whether you need assistance with troubleshooting or ongoing system optimization, we’re here to help.
Accordant Software
The Accordant Software team develops specialized tools and custom software solutions to streamline your operations and enhance the functionality of Sage Intacct. Whether you need payroll connectors, data importers, or other integrations, our team ensures seamless compatibility with your existing systems.
Custom Reporting & Information Delivery
Our Information Delivery Group (IDG) provides custom financial reports, dynamic data visualizations, and interactive dashboards tailored to your needs. Using platforms like Power BI, Crystal Reports, and Interactive Custom Report Writer, the IDG team ensures your data is timely, accurate, and actionable.