App Academy - Out of the Box
Clients have the most up-to-date and efficient accounting software solutions at their fingertips! As the accounting software landscape evolves, it’s important to keep your clients equipped with the most efficient and secure tools. Out of the Box understands this challenge. They presented at our App Academy webinar and discussed how to empower you with the knowledge and skills to navigate the world of software upgrades.
Upgrading with Confidence: Knowing When and How
This session dives deep into the factors that determine when an upgrade is necessary for your clients. You'll learn to identify signs that their existing software is hindering their growth, such as:
Limited Functionality: Does the current software lack features that would streamline their workflows or meet their evolving needs?
Security Concerns: Is the software outdated and vulnerable to security breaches?
Integration Issues: Does the software struggle to integrate with other essential business applications?
End-of-Life Support: Is the software nearing the end of its support cycle, leaving your clients exposed to potential risks?
Understanding Intuit's Roadmap: Navigating the Ecosystem Shift
The App Academy recording explores the key updates and its impact on the overall accounting ecosystem. This knowledge allows you to anticipate changes and make informed decisions when recommending upgrades to your clients.
Data Migrations: A Key Part of the Upgrade Process
Data migration is a crucial aspect of any software upgrade. The App Academy recording provides a comprehensive understanding of data migrations and their value as a solution. You'll gain insights into:
Types of data migrations available: Full, partial, and selective migrations, each with its own advantages depending on client needs.
Functionalities offered by different migration methods: Understanding what data each method can transfer ensures a smooth and accurate transition.
Choosing the right migration path: Learn to assess client needs and select the most suitable migration path for each case.
Knowledge is Power: Equipping Yourself for Success
By watching the Out of the Box App Academy recording, you'll gain a wealth of knowledge that empowers you to confidently guide your clients through software upgrades. You'll become an expert in:
- Identifying upgrade triggers
- Understanding the impact of Intuit's product roadmap
- Selecting the most suitable data migration method for each client's needs
- Managing client expectations during the migration process
Don't miss this opportunity to stay ahead of the curve. Check out the recording and ensure your clients have the most up-to-date and efficient accounting software solutions at their fingertips!