Preparing for Proposition 206 Implementation

Preparing for Proposition 206 Implementation

With the recent approval of Proposition 206, many Arizona employers find themselves needing to revamp their payroll and sick leave procedures. The changes go into effect January 1, 2017, and it’s imperative that employers and small business owners understand what will be required of them under Proposition 206.

What is Proposition 206?

Proposition 206 raises the minimum wage in Arizona to $12 per hour by 2020. Proposition 206 also entitles employees to earn one hour of paid sick leave for every 30 hours worked, with time limits based on the size of the employer. It also broadens the conditions under which paid sick leave may be taken.

You’ll Need to Plan for Wage Increases

The first key component of Proposition 206 is the minimum wage increase, which could stress small companies who rely on minimum wage workers. The minimum wage will increase from $8.05 per hour in 2016, to $10 per hour by 2017, and incremental increases to $12 an hour by 2020. For comparison, the federal minimum wage is $7.25 per hour.

Proposition 206 increases the minimum wage in Arizona to:

  • $10.00 per hour on January 1, 2017
  • $10.50 per hour on January 1, 2018
  • $11.00 per hour on January 1, 2019
  • $12.00 per hour on January 1, 2020

After 2020, Arizona’s minimum wage will increase, according to increases in the cost of living.

Proposition 206 also preserves the employer’s right to pay $3 per hour less than minimum wage to an employee who regularly receives tips or gratuities, such as food servers.

You Need a System in Place to Manage Sick Leave

Beginning in July 2017, you’ll need to have a process in place for managing paid sick time (PST). Arizona law previously did not require any private or municipal employers to provide PST for their employees. Under Proposition 206, however, private employers and municipalities would be subject to the following requirements, starting on July 1, 2017.

Employees accrue a minimum of one hour paid sick leave per 30 hours worked, within the following guidelines:

  • Employers with 15 or more employees must permit employees to accrue up to 40 hours of PST per year and to allow them to use up to 40 hours of accrued PST per year.
  • Employers with fewer than 15 employees must permit employees to accrue up to 24 hours of PST per year and to allow the use of up to 24 hours of accrued PST per year.

Some additional requirements to consider: Part-time and temporary workers are considered employees and are entitled to PST.  Employees are protected from retaliation and PST absences may not count against them.

Employers may not require employees to find their replacements as a condition for receiving PST leave. Also, unused accrued sick leave carries over from one year to the next.  Accrued paid sick leave does not need to be paid to terminated employees.

Proposition 206 also specifically outlines a number of situations for which an employee may use paid sick time, including when:

  • The employee has a mental or physical illness
  • The employee needs to care for a family member who has a mental or physical illness
  • A public health emergency arises
  • An employee must address issues related to domestic violence

If your business currently does not have a paid sick leave system in place, or if you’re struggling to find ways to increase your payroll to meet the new minimum wage requirements, it’s imperative that you begin implementing new procedures right away to meet the Arizona law deadlines.

Don’t wait to put your system in place. I can help you create system and processes that make this easy. Schedule your consultation today.

How to Reign in Vacation Requests to Stabilize Operations

How to Reign in Vacation Requests to Stabilize Operations During the Holidays

The holidays are a popular time for vacation requests. The days around Thanksgiving and Christmas are the most  requested days of the year as well as the most widely traveled, according to the U.S. Bureau of Transportation Statistics. While the employee handbook may encourage vacations, most managers dread having to find coverage for out-of-office employees taking their well-deserved breaks. It’s far better to become a better vacation time manager than to worry about covering employee vacation gaps. Here are a few tips to reign in vacation requests and stabilize operations during the holidays.

Recognize the Importance of Time Off

First, it’s important to recognize that vacations are important for employees’ rest and rejuvenation. Employees are entitled to the time off they’ve earned, and research shows that time off is crucial for engagement, resilience, and preventing long-term burn-out.

It’s also important to take a vacation yourself. Actions speak louder than words, and if you claim to have employees’ best interests at heart while working nonstop yourself, there will be a disconnect that employees feel. This can raise their anxiety about taking their own vacation time. It’s vital that managers set the standard for a healthy workplace culture.

Create a Process for Vacation Requests

If you don’t already have a process in place for managing vacation requests, it’s time to put one in place. Planning in advance for vacation requests and adequate employee coverage can alleviate the stress that comes with employees being out of office.

  • Encourage collaboration and cross-training among team members. No one employee should be so critical that another couldn’t step in and cover temporarily, or even longer term. Build in overlap and back-up so your business is prepared for any future coverage issues.
  • Plan vacation time together as a group. Instead of having one manager in charge of approving or denying all vacation requests, sit down as a team to discuss the annual calendar and work through possible coverage shortfalls.
  • Consider a rotating system. List out employees, with those at the top getting to choose their days off first. Next year, rotate the list so that those people at the top move to the bottom.  Over time, everyone has a chance to choose their days off first.
  • Consider a full business shutdown. No one has to argue about days off if the entire company shuts down for a holiday vacation, even if only for a couple of days. This system is widely used in Europe for a summer vacation break, but can also work well for the winter holiday time off.
  • Recognize that employees may have other ways they prefer to refresh themselves. It could be an occasional afternoon or day off for an enrichment course, flex time to attend their children’s school special activities, or longer lunch hours. Being more flexible with those types of requests could cut back on full-day vacation requests during peak periods.

While it’s often difficult to perfectly balance the need for adequate coverage for your business with your employees’ desire to use vacation time over the holidays, proper planning can ensure the vacation plan works well for both managers and employees.

I can help you get processes and systems in place to reign in vacation requests. Contact me today.

Creating a Seamless System to Delegate Tasks

Creating a Seamless System to Delegate Tasks

Delegate to the Right People – Hire the Right People

Have you suddenly found that you’re holding yourself and the success of your business back because you’re burning away time working on tasks, instead of delegating tasks? If you’re not delegating, automating or systemizing your business, it will own you instead of the other way around.

It’s important for any business owner to learn to put aside their pride and enlist the help of other talented individuals.  Show respect for the skills that they bring to the table. Hiring the right people, and delegating to the right people, is a learned process.

Delegate Tasks Based on Strengths

Get absolutely clear on your strengths as well as the strengths of everyone on your team. Strengths are substantiated by what an individual can do easily and well, and as a result, loves to do. Once you define each person’s strengths, keeping in mind that other strengths will become apparent over time, assign tasks that complement the skill sets of the employee you’re considering. Once you get this down, you’ll be amazed by the amount of work that will get done.

Start with Smaller Tasks

In the beginning, letting go can feel a little overwhelming because your business is your baby. Now that it’s grown to the point to take things to the next level, letting go of responsibilities can be scary. Even so, avoid the temptation to micro-manage. Initially, delegate tasks that are smaller. This can help you loosen the reigns and help prevent employees from being stressed out due to  overload and learning curves. As employees demonstrate the ability to perform the tasks you’ve delegated efficiently, you can start turning over more challenging projects.

Verify but Don’t Micromanage

Delegating begins and ends with trust. Give the people that you’ve delegated to the chance to do the task their way. Obviously, the work has to be done well. However, your way isn’t necessarily the right way or even the best way. Sure, you need to verify that the job is done right, but it’s important to encourage the employee to use their own processes and methods.

Provide Clear Outcomes

Clearly communicate the desired results and outcomes of the tasks you’re delegating. It’s also important to identify the lines of accountability, responsibility and authority.

Provide Feedback

When you delegate tasks, always keep the lines of communication open and provide coaching and positive reinforcement and feedback when necessary. During the performance evaluation process, talk about the things they do well, where improvements can be made, and how you or their manager can do a better job of supporting their success.

Systematize the Process

Effectively delegating is much more cumbersome if you don’t systematize the process. The fact is, all successful companies are based on systems. Even if you’re in the beginning stages of your business, start documenting and systemizing the processes, including delegation. Set clear standards, goals, and deadlines for all delegated tasks. Systematizing can take time and effort to setup, but in the long run, it will pay off.

We can help you systematize delegation. Click here to get started.

The top 5 business challenges of the summer

The Top 5 Business Challenges of the Summer

Summer is typically slow for many small businesses not in the travel industry. Here’s how to overcome some summer business challenges:

Slow sales

Cash flow can dramatically slow down during the summer months. One way to combat this is to add summer promotions and specials. Find ways to tie your business to summer activities. Have a giveaway for free ice cream at a local shop or tickets to a movie theater.

Give regular customers rewards for referrals. This makes the regular customers feel special but also brings in new customers. Word of mouth is still powerful.

Plan special deals for slow days. A restaurant might add a trivia night or a kids eat free evening. A mechanic might offer a ladies day with discounted oil changes.

Employee vacations

Make sure you have processes in place and perhaps a tool to make sure that there’s adequate coverage. Have your employees request summer vacation time well in advance. Look at the calendar and make sure there are no duplicate times that will cause problems.

If you’re going to be too short-handed, see if you can add some overtime to other employees or work with a temp agency.

Low productivity

Make sure productivity doesn’t drop in the summer by having extra assignments lined up ahead of time. Fill an employee’s workload first with their regular tasks. But then have extra activities planned such as catching up on filing or filling out documents, cleaning and organizing workspace, or working on new ideas that might be hard to implement during busy times.

Now is also the perfect time for team-building and education. Hold that seminar on improving customer service (or update procedures to reduce waste and cut cost) that you’ve wanted to do but haven’t had time.

Work/Life balance

Work is important, but so is your family. Use the time while the kids are out of school to create some lasting family memories. Plan vacations even if it’s only camping at the local state park and get your children involved in coming up with ideas for trips.

Make sure your children are occupied during the summer with fun activities such as drama or art classes. Summer camps offer a chance to experience nature and give your children a feeling of some independence.

Disorganized Financial Systems

Summer is the best time to make sure that your books and financial systems are in tip top shape. Don’t wait until tax time to get your bookkeeping in order. You can take advantage of slow months to make sure all transactions are entered into your computer system.  Also, check out your cash flow and make sure you don’t have outstanding accounts that need to be contacted.

We can help you overcome your summer business challenges and make the most of your company’s productivity during the summer. Contact us today at (602) 703-4285.

Do You Want Your Business to Grow

Do You Want Your Business to Grow?

In my previous article, I shared the five stages of small business growth. One of the biggest decisions business owners face is whether to try to expand their businesses. Some business owners don’t want to grow. They want to maintain their clients and eventually pass them on to someone else as they head toward retirement. Others want to grow but haven’t learned what they need to know to progress. Both choices are ok; you just need to determine which direction you want to go in.

If you’re confident that you don’t want to grow, then start working on succession planning. Respect the clients that have given you their business for years by making sure you have the right people in place. Then create a plan to transfer the business and start working the plan.

On the other hand, if you want to expand your business, but feel stuck, it may be due to one of the following.

You Don’t Have a Solid Business Plan in Place

No business can succeed without a solid business plan in place, one that involves continually monitoring all the aspects of your business, ensuring that you’re prepared to deal with problems as they arise. An effective business plan will help you to concentrate on your vision and goals and establish firm plans in order to accomplish them.

Poor Cash Flow

As a startup, money is usually tight and it can take a year or two in some cases to generate a stable income. Even if you’ve been in business for years, you may need to consider whether or not your cash flow is working for you. It’s important to come up with and adhere to a realistic budget, and avoid draining the business income on unnecessary spending. Smart businesses also keep tight financial records and review their revenue and expense reports every month.

Ineffective Sales and Marketing Strategies

If you are ineffective with your sales and marketing efforts, you’ll throw money at the wind. You need to know your target audience, how to best market to them and how to close the deal. If you don’t have these very necessary skills, you’ll need to hire someone who does. This expert can focus all their time and energy on getting to know your competition, attracting potential clients and closing the deals.

If you feel you can’t afford to hire professionals, then start to learn sales and marketing skills yourself. It will take a lot of time and effort, but you’ll see better results.

Substandard Customer Service

Once you’ve attracted the attention of potential clients and converted them into customers, you need to do whatever it takes to retain them. Continue to monitor their wants and needs, make it easy for them to communicate with you, and make an effort to be pleasant and responsive.

Are You Suffering from Burn Out?

Owning a business demands a massive investment of money, time and energy. Let’s face it, it can be emotionally draining. All of the above leads to burnout. It’s important to take time, even if it’s mini-breaks throughout the day, to unwind. Whether it’s a brisk walk outside, reading a good book, dinner with the family or taking a short weekend “stay-cation,” the breaks will help you recharge and refocus.

If you’re unsure about what it takes to grow, start working with a coach or a mentor. He or she can help you identify resources and steps to take to get you to the next level. Schedule a free consultation today.

Five Stages of Small Business Growth

Understanding the Five Stages of Small Business Growth

As you grow your business, it goes through a life cycle, of sorts, encountering different challenges in each stage that requires a unique approach. Marketing, sales, business development, and preserving market share are all different now than they were when you opened the doors. Your priorities and business operations have changed and so have your finances. Understanding the stages of small business growth will help prepare you to deal with the obstacles that most small businesses face as they continue to grow.

There are five stages of small business growth that you’ll encounter as you grow and scale your business.


In the existence stage, businesses are typically small organizations in which the owners do most of the work and guides the actions of their employees. At this point, the company’s main concerns are getting clients and providing services or products that will earn their new client’s loyalty.


In the second stage of business growth, the company has managed to establish itself, has managed to generate a good client base and the quality products or services that those customers require. Revenues at this point aren’t capable of funding exponential growth, leaving survival as the major goal. Owners continue to be heavily involved in the day-to-day operations of the business.


At this stage, the business has accomplished goals and stabilized cash flow making it possible for the owners to make the decision to either use their business as a means of support or as a base for further growth.  The owners will be less involved in day-to-day operations as this stage.

Take off 

At this stage, the business has grown considerably, has achieved a sustainable amount of financial resources and attracted key managerial talent. Primary concerns at this stage are not only to accelerate growth but also to learn how to generate enough revenue to handle that growth.

Resource Maturity

Businesses that arrive at this stage are generally preoccupied with consolidating and managing the financial gains that were brought on by the accelerated growth. To continue being successful, they also will need to focus on retaining the benefits associated with their small size. That is their ability to be agile, efficient and think out of the box.

Being Prepared

The five stages of growth must play a part in your business plan and the processes from stage one to stage five. If you plan for what needs to be done next and take immediate action, your business will have the best chances of achieving the next stage of growth.

If you don’t know what stage you’re currently in, take a look at your major risk factors. Are you just starting out or do you have a thriving machine that’s operating on all cylinders?

Once you know where you are, you can begin making plans for your next stage. You’ll also become more aware of your business, identify the problems, possible pitfalls, and opportunities at any given point. If you can do this, you’ll be able to navigate the five stages of business growth and thrive beyond your imagination.

If you’re struggling with any stage, I can help identify areas of improvement and scalability. Schedule a free consultation with me today.

Why Is Professional Judgment Important In Accounting?

Why Is Professional Judgment Important In Accounting?

With the progressively complex nature of today’s global business practices, it’s important to have reliable financial information for your business. Accountants are professionals and due to the nature of their industry, are expected to apply professional judgment. Having the ability to make a professional judgment is essential for accountants, but it can be challenging,

Professional judgment is a required skill for principles-based accounting strategies, including auditors, preparers and regulators of financial statements. That said, making professional judgment calls can be difficult, and there isn’t necessarily one right answer in most cases. There is a learning curve, but it’s possible to recognize and take the logical steps necessary to better navigate through judgment calls, including asking common sense “what and why” questions.

What is Professional Judgment in Accounting?

Professional judgment is the process of drawing a conclusion or arriving at a decision when there are several possible alternatives to choose from. It is a process that is unbiased, logical, consistent and objective.

Accountants make use of pertinent information and balance intuition, knowledge and experience to make the best call. Unfortunately, many accountants don’t have a thorough process in place and fall into common judgment traps. Many of these judgments end up being shortcuts that can help simplify complex accounting tasks but may lead to less than optimal judgments and can cost your business in the long run.

It’s important that you have a good relationship with your accountant so that you can express your concerns and support for professional judgment with your business tax records. Make sure that every item in question is assessed according to the law. If professional judgment is needed, you should work with your accountant to understand the impact that the decision will have on your business.

Following a Sound Professional Judgment Process

Peace of mind comes when you hire the right people for the right job. Accounting is not easy. Your accountant is responsible for providing regulators, directors, managers, investors and others with reliable, up-to-date, comparable financial and accounting reporting information. It’s important that he or she stays on top of the law, receives the training required to make good business calls and follows a consistent process.

By persistently following a good judgment process, understanding risks and vulnerabilities, and having the right competent accountant on your team, you’ll be able to monitor your company’s risks (including fraud) and strategies. Be consistent in your judgment process. If you chose path A for one item, use the same process for the next one in question. Following an expert judgment process equates to improved risk management and business outcomes.

If you need help creating a consistent, repeatable and efficient judgment process for your business, call me today. I can help you implement the right systems and people to take your business to the next level.

What You Don’t Know Can Hurt You: Business Budget

Don’t Blow Your Budget.

Most people don’t like to think about budgets, let alone come up with a budget. As a business owner, especially a small business owner, understanding and controlling expenses is critical when it comes to survival. Here are six tips that can help you avoid blowing your business budget; the only way to excel in the business world.

Organize Business Expenses and Estimate Your Income

Whether you’re a new business or an existing one, it’s important to forecast your business expenses and estimate your income. If you haven’t done this before, review your expenses over the last year or two and look for trends and similarities. Based on what you’ve spent in the past, you can estimate what you think is headed your way and then overestimate expenses by at least 10% to play it safe.

To forecast income, review your sales pipeline and accounts receivables. Combine your average cancellation rate with a buffer of 10% or more depending on your industry to provide a conservative estimate of income.

Since cashflow is one of the biggest contributors to business failure, consider creating an account with money allocated to it for unknown expenses that are sure to pop up. You can always make adjustments to your budget down the road.

Assess and Allocate

Once you have budget numbers forecasted, walk away from them for a few days. Then, re-evaluate and make revisions with a fresh perspective. Make sure that you didn’t leave out important factors of your business including office expenses, entertainment, meals, marketing, taxes and payroll. At this point, if you’re using a budget software program, enter the numbers, projecting no further out than a year.

If your business is new, a six-month projection is fine. Then you can start working on allocating the expenses, placed into the standard expense categories as well as any unique to your business.

Monitor for Discrepancies

Monitor your budget as frequently as you can, but no less than once a month. The more you look at your accounts, the better informed you’ll be about the health of your business. Many successful business owners review their financials on a weekly or daily basis, which is easy to do given the latest software solutions.

Once you’ve set up your budget and begin to monitor it, you’ll find that there are certain to be discrepancies that need to reconciled. The sooner you deal with them, the better. If employees have access to your business bank accounts or have employee credit cards, you should set your system up to monitor their accounts as well.

Understand Taxes and How They Affect You

As with budgets, taxes can feel like another weight that’s bringing your business down. The truth is that if you do things right, there’s nothing to fear. Remember that taxes are both liabilities and expenses depending on the type. For example:

  • Payroll taxes are liabilities and not an expense to the company because they’ve been deducted from your employees’ pay. The income tax is the employees; you’re simply withholding it as required by the law.
  • Sales tax also is not an expense to the company, as taxes are collected from your customer and paid forward to the proper city and state municipalities. It’s your responsibility to forward tax payments to the property government agencies.

Although these aren’t expenses, you should be aware of them and recognize that the money you have in your bank account today is less than you think.

Understanding the Difference between an Employee and Independent Contractor

You can avoid a hit to your budget down the road by understanding the difference between an employee and independent contractor. If it’s found that your independent contractor meets the legal definition of employee, you could be required to:

  • Pay applicable misclassified employee injured workers’ compensation benefits
  • Provide employee benefits that include health care insurance, retirement and more.
  • Compensate them for wages that you should’ve been paying them under the Fair Labor Standards Act, including minimum wages and overtime
  • Pay back taxes and related penalties for state income and federal taxes, unemployment, Social Security and Medicare

Evaluate and Adjust

At the end of your budget’s projected timeframe, take the time to assess whether you’re under or over budget. This will provide you with much-needed insight into your business, and demonstrate where you can make changes.

Taking the time to understand your numbers now will help keep you from blowing your budget and will improve your numbers from this point forward.

What You Don’t Know Can Hurt You: Communication is Key

Does your staff communicate effectively?

Although many businesses put a lot of effort into the smooth exchange of information with their clients, interdepartmental and internal communication continues to fall short. A recent Computing Technology Industry Association survey cited by AZCentral found that 28 percent of IT professionals failed to deliver a project on time due to poor communication. Lack of communication can be detrimental to your business.

In many cases, the lack of communication is due to employees who are too busy with the daily demands of their jobs and fail to notice how their work impacts others. They’re unaware that a delay in communication can affect the practices and procedures of other employees. Occasionally they’ll plan to communicate, but get distracted, assume the other person got the memo, or they’ll simply forget.

While all departments must have communication practices in place, there are three departments that should take priority. There is a direct correlation to loss of revenue when it comes to miscommunication related to inventory management, sales and finance. Consider prioritizing your communication strategy with these teams first.

The Snowball Effect of Poor Communication with Inventory Management

If communication disintegrates, the company can count on a considerable loss of revenue. This is especially true in inventory management. For example, if your sales department performs well but doesn’t communicate the elevated demand to fulfillment, the customer service team will be unprepared for the influx of orders. Orders will be delayed, and you’ll lose business because disappointed customers will turn to other suppliers. Likewise, when sales teams miss their numbers but don’t communicate with other teams, you’ll end up with a flood of inventory that’ll incur storage fees, additional inventory management and may result in a loss.

Poor Communication With Sales Results in the Loss of Customers

Sales reps play a vital role in providing their customers with information. Communication issues that delay information to the sales team could result in sales reps who are unable to close a sale or provide correct answers to their customer’s questions. Neglecting to communicate new services or products results in missed upsell opportunities.

Poor Communication to Finance Results in Inaccurate Books

In smaller businesses, managers are often allowed to sign contracts or make purchases without involving someone in finance or accounting. Neglecting to convey expenses to the accounting department can result in unpaid bills, which damages the business’ credit. On the flip side, if the company issues a contract or makes a sale, but doesn’t appropriately communicate the new revenue stream to the accounting department, they may end up not collecting the funds.

Communication Leads to Trust

Efficient and accurate communication between departments builds trust within the business. When employees have confidence in each other, they trust the information they receive. Additional fact verification that typically slows down productivity is eliminated.

Operational Efficiency Leads to Profits and Growth

The “This is how it’s always been done” mentally can kill a company. We live in the information age where those who have it thrive and those who don’t quickly find their business is obsolete. Technology changes daily and businesses need to adjust by learning and sharing new information with each other. Accurate and timely information improves operational efficiency and businesses should invest in time to keep up with the trends.

Your business can increase your bottom line by creating or strengthening documented and verbal communication. If you’d like to see more revenue this year, give me a call. I can help you identify your communication gaps and put a process in place to improve efficiency.

Four Steps to Flawless Software Implementation

It’s important to have flawless software implementation when you’re running a business to reduce the impact to day-to-day operations. A clunky installation could cause significant downtime and cost you time, money and customers. The process involves planning, analyzing system requirements, purchasing, installing, customizing, testing, integrating with other applications, user training and modifications if needed. It’s not an easy task for any business owner.

Many tasks must be coordinated between different people in a carefully orchestrated sequence for the software implementation to be successful. Even if you use a verified approach, you may still need a professional to guide the process. Fortunately, problems can be avoided with appropriate research and preparation. Here are four steps to help you with your software implementation project.

Define Objectives

The first step is to define the outcome of the software implementation. In other words, what are your objectives?

Whenever a business implements a new software system, there is always a reason. You might want to improve efficiency or electronically integrate teams that are in different locations. Whatever the reason, you should not move forward until objectives have been clearly stated and documented.

You should also clearly understand your current processes so that you can add software seamlessly into existing infrastructure. By auditing your existing processes, you might discover that your issues are easily resolved with processes and procedures rather than new software.


Work with the users of the new software to define any requirements or customization that needs to be included in the scope of work. Assigning a point-person on the project to liaise with the software users as well as communicate with prospective software vendors is a smart move. The point-person can provide software requirements to the prospective vendors in an RFP-type format.

Vendors should be able to describe how well the software meets the company’s unique needs and what the vendor can do to resolve any gaps in the software functionality. Remember to get customization quotes in writing.


In software, documentation is the information that describes how to use the product. It usually consists of technical user manuals and online help information.

Having appropriate documentation for the software to refer to during the implementation and initial use stages can help you quickly take advantage of the software capabilities. Additionally, documentation will help you with recourse if the software vendor doesn’t deliver services as promised in the negotiated contract.


Although it seems obvious, an integral part to ensuring a smooth transition to new software is to train the employees. The company should train its staff on how to access and utilize the new software services during the initial set-up stage. Consider paying for ongoing support and training for any questions or issues that may appear during the employees’ early practice and beyond.

As with all software implementations, negotiating a contract is critical. This process usually defines guidelines, system requirements, and a payment schedule for the whole software implementation process. Having detailed requirements holds the vendor responsible, but knowing the specific requirements your business needs is where planning saves the day. I can help you get your software implementation off and running smoothly if you contact me today.