RSMUS.comIn the world of accounting and financial services, the adoption of new software can be a daunting experience. This is especially true when transitioning to a powerful yet complex platform like Sage Intacct. However, in the last week of August, RSM had the privilege of participating in an on-site training organized by Pennant Services, where they had a remarkable experience with a proactive client. With over 40 eager trainees, the anticipation and apprehension in the room were palpable. This blog post details our journey in partnering with a dedicated client and how their proactive approach made the transition to Sage Intacct a resounding success.
A Year-Long Journey
RSM’s engagement with this particular client began in November of the previous year, and the past year has been nothing short of a learning experience. Throughout this time, we had the opportunity to witness the client’s professionalism and unwavering dedication to improving their accounting processes.
Proactive Client Engagement
What truly set this client apart was their proactive approach to the transition. They recognized the importance of preparing their team well in advance. As a prerequisite for the training, they required all trainees to undertake relevant courses to familiarize themselves with Sage Intacct. This pre-training effort resulted in all participants arriving at the training with a certain level of knowledge and specific questions, ready to delve deeper into the software’s capabilities.
Tailored Training for Prepared Clients
Recognizing the readiness of the trainees, we saw an opportunity to make the training sessions even more impactful. The training content was specifically tailored to cater to their existing knowledge. Instead of covering the basics from scratch, we incorporated case studies and advanced topics to reinforce the trainees’ understanding of Sage Intacct. This approach ensured that the training was engaging and beneficial for both novice and experienced users.
Positive Feedback and Satisfied Trainees
The feedback from the client was overwhelmingly positive. Trainees expressed their satisfaction and highlighted that they felt they had learned a lot during the training sessions. This positive feedback is a testament to the effectiveness of the client’s proactive approach and RSM’s dedication to delivering tailored training experiences. It also reinforced the notion that investing time and resources into preparation can significantly enhance the outcomes of software transitions.
Deeper Understanding and Gratitude
Through their interactions with the client during the training, we gained a deeper understanding of their specific needs and challenges. This understanding has not only allowed us to better serve the client but has also fostered a strong professional relationship. We feel truly honored to have the opportunity to collaborate with such a forward-thinking and dedicated client.
In the dynamic world of accounting software transitions, success often hinges on the level of preparedness and proactive engagement of the client. The collaboration between RSM and their client, who recognized the importance of pre-training and came well-prepared, serves as an inspiring example. By tailoring training content to meet the client’s specific needs, we managed to turn a potentially intimidating transition into a rewarding learning experience for everyone involved. This story underscores the value of preparation and how it can lead to positive outcomes when embracing new software systems like Sage Intacct.
