Needs Analysis

First Name (required)

Last Name (required)

Title (required)

Organization (required)

Work Phone (required)


Email (required)

Web Address

Business Type

No. of Employees

Annual Sales

Projected Annual Growth Rate

Purchase Time Frame
Next 30 Days30-90 DaysThis YearNext Year

Implementation Time Frame
30-90 Days90-120 DaysThis YearNext Year

System Information

Describe Your Current System (software, hardware, network, etc.):

Why Do You Want to Change?

What Do You See As The Shortcomings of Your Current System?

What Do You Like In Your Current System?

Present accounting system?

Accounting Needs

Desired Number of Workstations:

Number of Simultaneous users:

Internet Connection?
Always-On Fast ConnectionOn-Demand/Dial-upNone

Remote Training Acceptable?

Multiple Locations?

If Yes, Do they Share the Same Data: YesNo

Do They Keep Separate Records? YesNo

Are Consolidated Financials Required? YesNo

Primary Business Functions:
Financial StatementsBudgetingReceivablesPayablesPayrollCheck ReconciliationInventory ControlFinancial AnalysisBillingPoint of SalePurchasing/receivingProject CostingCustomer Relationship ManagementSales Force AutomationSales Order ProcessingOther

Which Areas Account for Most Time Spent?

Which Areas are Critical for Your Business?

Special Accounting Needs

Special Reporting Needs

Requirements an accounting system must meet:

Internet Needs
IntranetWeb Site Design/MaintenanceOther

Business to Business
Purchase RequisitionsSales Order ProcessingStorefrontOther