What happens after I buy Access Financials?
Here at Access, we aim to provide a service that makes you smile – your success is our passion. It all comes down to giving you the freedom to do more and helping you to realise the value of your investment – in a way that’s meaningful to you.
This article takes you through what happens after you’ve purchased Access Financials; the implementation phase and beyond.
5 minutes
Written by Vincenzo DeGioia, Accounting software specialist
Implementing Access Financials: our support to you
Our implementation and success teams have helped thousands of companies through the accounting system migration process over the years. Feedback from these companies has helped us build a great support plan for you. Your experience with our service is just as important as your experience with our finance software.
Implementing or switching to a new finance system can be daunting, so we’re not just here to support you when you need a hand, we’ll be here with you at every stage of your implementation journey.
We have implemented over 4,000 finance systems in the UK, so we know how important it is for you to be able to pick up the phone and talk through any problems. As a customer, you’ll have direct access to the Access technical teams for on hand queries and advice.
Our team understand the challenges you may face when implementing finance software and will be open and honest with you always. We use our flightpath methodology so you know exactly what you are getting and the fixed outcome.
We’ll get you up and running fast and deliver the results you need. These are the steps we’ll work through:
- We start with a full fact-finding exercise to really understand what you are looking for, so we can give you the best financial management system suited for your business. Our project management teams know the product inside and out so are able to help you configure it in the right way to deliver exactly what you need.
- We’ll then work with you to produce an accounting system migration plan. This will be similar to our online migration checklist but it will be based on your current situation. For example, a company that’s implementing a finance system for the first time might need a different plan to a company that’s switching from an existing finance system. The plan will also vary depending on which Access Financials features you choose (the 8 features are Cloud-accounting, Fixed Assets, Sales Processing, Purchase Order Management, Project accounting, Integrations, Reporting, and Inventory management).
- We will then guide you through each step of the migration plan to ensure each step is ticked off smoothly, all the way through to full implementation.
Once the implementation is complete, our customer success team will monitor your software to ensure that it remains at peak efficiency and will suggest functionality that might not be being used but that could help you speed up your work.
After implementation of Access Financials: our support to you
Dedicated Account Manager
Our customer success department is specifically focused on making sure that you get the best outcome possible with your new finance software. So, after implementation, they won’t leave you hanging. You’ll have a dedicated Account Manager who will monitor your system, make sure it is working as intended and will let you know any areas where there may be a better way of doing things.
Your Account Manager will be contactable via email and phone if you need to reach out at any point.
Access Customer Success Portal
Our Customer Success Portal is the place to find answers to all your questions, either through our knowledge base, our product focused events or by asking our active community.
We have thousands of companies using Access Financials, so the active community is a great way to reach out to existing users and ask your questions - helping you see a greater impact from your new finance software.
Our regular invites to helpful online webinars and knowledge base full of guides and tutorials will help you throughout every step of your journey.
As your business evolves, you may need a little bit more than the customer success portal, so you can use your yearly allocation of FlexPoints (and purchase more if needed) to simply choose the services that are appropriate for you. Read on to find out more about FlexPoints.
Access FlexPoints
At Access, we offer FlexPoints which can be purchased at any point in your contract, if you need more than your yearly allocation. These points can be used for additional training for you and your team no matter how long you have had the system.
What will I gain from using Access FlexPoints?
Access FlexPoints are a cost-effective, flexible way to easily access and consume value added services, including customisation, training, integration, analytics or reporting as your business evolves.
Key benefits include:
- Be ready for any eventuality with an allocation of Access FlexPoints
- Flex to your specific business needs and select from a portfolio of services
- Use as a services fund without adding budgeting worries
- Maximise the value of your Access Software Solution
All organisations face their own unique and continually changing needs. When investing in business software, successful companies recognise they are likely to need ongoing consulting services and training - FlexPoints are here to help you with just that!
Book services online from the FlexPoints Services catalogues on our Customer Success Portal.
Customer Success Plans
At Access, we offer different levels of support for you to choose from because we know each business is different.
Our 3 Customer Success Plans:
If you’re not sure which plan you will need, you can start on an essential plan and upgrade to standard or premier in the future.
TP ICAP, a company in the financial services sector, use our premier plan to ensure they get quick support from Access in their fast-paced environment. Check out what they have to say:
Access Financials supporting you to be more successful
We hope this article showcases our dedicated and varied customer support plans once you have purchased Access Financials.
If you are considering a new finance software then we would love to help.
The first step is to download our brochure which will give you more information on specific aspects of our system. You can also book a demo with our finance software experts to show you what is possible with Access Financials.
If you are already an Access Financials customer, then visit our Customer Success Portal.
