022 – Lessons learned migrating to Xero

Migrating to a new business system can be a complicated, risky and expensive process if not done properly. Join us for a walk through of Grassroots IT’s real-life migration from Reckon Accounting (Quickbooks) to Xero and learn some simple techniques to help make your next project a success.

In this episode: 

00:57 – Windows 10 released
02:50 – New CryptoLocker variant
06:10 – Lessons learned migrating to Xero
09:27 – Business case for making platform changes
11:50 – Conducting a 360 degree evaluation
15:30 – Invest in automation
22:00 – Don’t skip the training!
25:20 – Getting the professionals involved
27:30 – Evaluate your timelines

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