The operating problem
What needs to become clearer
Software projects often fail before installation because the business has not agreed how records will be prepared, checked and owned.
Recommended approach
Start with the workflow, then test the software
Compare software totals with cash, bank and exception records. This guide uses a staged checklist that can be completed before a product decision or implementation meeting.
Implementation path
A practical sequence
- 1
Name one responsible owner
- 2
Collect a realistic sample
- 3
Remove duplicates and unresolved balances
- 4
Test the process with staff
- 5
Document the accepted result
Decision checklist
Questions to settle before purchase
- Who owns the task
- Evidence required for sign-off
- What happens to exceptions
- How the result will be reviewed after launch
Useful outcome
What a good next step looks like
A reusable preparation document that reduces avoidable setup delays and gives the software demonstration a clear purpose.