Accounting Solution Needs Analysis

	Required field
Name
Title
Organization
Work Phone
Fax
E-mail
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/receivingProject CostingCustomer 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