Needs Analysis

First Name (required)

Last Name (required)

Title (required)

Organization (required)

Work Phone (required)

Fax

Email (required)

Web Address

Business Type
 Manufacturing Service Wholesale Government Retail Utility Finance/Banking Internet Healthcare  Other

No. of Employees

Annual Sales

Projected Annual Growth Rate
%

Purchase Time Frame
 Next 30 Days 30-90 Days This Year Next Year

Implementation Time Frame
 30-90 Days 90-120 Days This Year Next 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 Connection On-Demand/Dial-up None

Remote Training Acceptable?
 Yes No

Multiple Locations?
 Yes No

If Yes, Do they Share the Same Data:  Yes No

Do They Keep Separate Records?  Yes No

Are Consolidated Financials Required?  Yes No

Primary Business Functions:
 Financial Statements Budgeting Receivables Payables Payroll Check Reconciliation Inventory Control Financial Analysis Billing Point of Sale Purchasing/receiving Project Costing Customer Relationship Management Sales Force Automation Sales Order Processing Other

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
 Intranet Web Site Design/Maintenance Other

Business to Business
 Purchase Requisitions Sales Order Processing Storefront Other