Sage Consultancy Services
Tailored Sage Consultancy to help you get more from your software
Get the best outcome for your investment.
With an agile project methodology our expert team is ready to support your Sage 200 or Sage Intacct project.
Whether you are new to Sage, upgrading an old system, don’t trust the data your system is giving you or simply wish to get more from your current Sage solutions, our specialists can help you ensure a great result.
Why Choose PKF Smith Cooper Systems for Sage Consultancy services?
At PKF Smith Cooper Systems, we understand that you expect projects of all sizes to be delivered professionally, efficiently and on time.
But we like to go above and beyond the standard nature of the agreed works. Our team actively identify opportunities for system improvements, as well as highlighting any perceived procedural weaknesses.
We do not claim to be the “Good Sage Guys to Deal With”, our team actively embody this ethos throughout every project, conducting themselves in an approachable and professional manner.
What does the consultancy process look like?
Prior to any installation work being carried out, the parameters for any project, small and large, will be fully discussed and agreed upon with you. This might be a light scope for small works or a full formal scoping and business analysis exercise for larger projects.
Often you are aware of the core functionality of your new software, but we do not expect you to know everything from day one. We operate an agile project methodology as we understand that requirements can evolve mid project. Our project documentation is used to manage the process and NOT as a tool to sell more days.
What’s included in your consultancy package?
Whether you are new to Sage, upgrading an old system, don’t trust the data your system is giving you or simply wish to get more from your current Sage solutions, our expert, friendly team can help you ensure a great outcome for your investment.
Technical Installation
Be it a traditional server or dedicated hosted environment, we install and set up your software to the infrastructure.
Data Migration
Relocate from your existing system to your new Sage 200 or Sage Intacct Solution. If you are moving from Sage 50 there are dedicated tools. However, we have our own tools to assist you whatever your migration path.
System Training
Training is provided based on a schedule agreed at the start of the project. This is typically a combination of onsite and remote learning, with a plan agreed to ensure success for your project.
Document Layouts and Report Designs
We can help with amending the standard, out-of-the-box, templates to your own branding and design.
Plus if you have specific reporting requirements, including business intelligence/dashboards, we can assist.
Test Phase Prior to Go Live
Sometimes minor omissions occur in the evaluation or planning that can lead to issues further down the line.
So, we plan a test phase prior to going live. During this phase, you are strongly advised to test each element of your new system, to ensure it is operating as planned. For larger projects we host dedicated workshop days with you.
A user acceptance testing (UAT) document is prepared as part of this phase and the live migration can only proceed once the testing has been completed and signed off.
Support Handover
Once the system is live, we have a formal Support handover process, used to manage the first few weeks of live operation.
This includes management of a formal issues log and liaison with the Consultancy team as required.
Our biggest asset is our friendly, highly experienced team. We carefully select new recruits for a seamless fit. I hope we can work together soon—please reach out if you’d like to chat!
Chris Smith
Managing Director
What our clients have to say...
Thank you very much for your assistance with this project. It was an absolute pleasure working with you, in fact the best interaction we have had to date in relation to our Sage solution.
Gary Meadows
Service Project Manager at GMG Color
We can offer a comprehensive ecosystem of services to your business.
Support
Supporting your Sage software is our business.
Whether you're running Sage 200 or Sage Intacct, the smooth operation of your software is essential to the continuity of your business.
- Year-end assistance
- Access to our Customer Portal
- Remote connection software
Development
From Concept to Code, We Build What You Need.
Whether you're looking to streamline a business process, connect Sage to another system, or tweak how your software works day-to-day, our development team is here to make Sage work smarter for you.
- Accredited Sage Developers
- Award-winning team
- Proven track record of delivering solutions
Project Management
Stay Informed, Empowered and In Charge.
Project Management is a critical element to any software project. Regardless of the size and scale, working to an agreed plan and schedule is essential to achieving a successful outcome for all stakeholders.
- Enhanced Communication
- Risk Mitigation
- Quality Assurance
Client Services
Putting customers first, every step of the way.
Since our launch in 2014, we’ve driven significant growth by staying true to our core ethos: The Good Sage Guys to Deal With.
- Faster Response Times
- Better Communication
- Peace of Mind
Training
The right training plus the right partner, equals greatness
At PKF Smith Cooper Systems, we specialise in helping businesses like yours maximise the value of their financial systems, because we know that even small errors can have big consequences.
- Half day or full day sessions
- Group sessions or one-on-one deep dives
- Empower your team
The answers you need, all in one place
Find quick answers to common queries about Consultancy.
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What does a Sage Consultant do?
Sage Consultants specialise in implementing, optimising and supporting your Sage 200 or Sage Intacct system. With a blend of technical knowledge and customer service, Sage Consultants are a guiding hand for data migration, upgrades, system configuration and staff training.
Our consultancy team covers the whole of the UK and spends most of their time out and about on-site with customers, getting to know their businesses and helping them get the most from their software investment.
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How do I upgrade my Sage 200 to the latest version?
The way you upgrade Sage 200 to the latest version depends on whether it’s Standard or Professional:
- For Sage 200 Standard: The next time you start the Sage 200 Standard desktop app, you will be prompted to download and install the latest update.
- For Sage 200 Professional: Talk to your Sage Business Partner about upgrading, their consultants will take care of the process for you.
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How do I get set up on Sage Intacct?
To get set up on Sage Intacct, all you need to do is book a meeting with our consultants to discuss your requirements. From there, they’ll set up Sage Intacct for you, ensuring you have the companies, entities, users, dimensions, reports, VAT configuration, custom fields and additional modules you need.
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How long does it take to implement Sage?
The time it takes to implement Sage varies depending on product, project size, complexity, integrations, data migration and other additional factors specific to your business.
Many of our clients come to us with a deadline for their implementation and we always do our upmost to meet those expectations, while being realistic and ensuring the job is done properly. To get a more accurate idea of timescale, contact us via the enquiry form with a few details, including your requirements and current system, so we can provide an estimate for you.