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| Chapmans Chartered Accountants Ltd
Karl Dickson - Director General When did your firm implement its APS Advance Practice Management system How many users do you have? Which APS products have you taken out licences to use? (PM, Tax etc…) Who was you previous supplier and how long were you using that supplier’s software for? From start to finish, how long did the meeting, testing and decision-making process take that saw you move over to APS? How did your firm arrive at the decision to become an APS client? APS prides itself on its ability to listen to its customers regarding their business needs and business aims and its commitment to then work closely with customers to meet and achieve them. Tell us about the APS approach from your perspective.
The Relationships
Has APS been more than a software supplier to your firm? What has been the relationship formed between your firm and APS? Would you recommend APS to another supplier in the market? Installation / Implementation Conversion of practice data from your old system to your new one was of course going to be one of the major issues in your implementation – can you tell me how the APS team performed in this regard? As we did expect it was not without difficulties. We were disappointed that we were not warned about the amount of time we would need to invest in relation to converting AMS and MAS into XPA. This was partly caused by having different charts within Solution 6. We felt that with more training at this earlier stage of the conversion we could have prevented lost time and maybe given the APS team a better understanding of the issues we were facing with the conversion. (We did understand at the time that APS were involved with several conversions at the same time so APS resources were being stretched) The conversion of our practice management was a lot smoother and did not pose the same sort of problems that we had with XPA. A new system means that ‘change’ is forced upon team members – how did your team react to the new system and how quickly did they pick up the new system? We did have the initial bad reaction to change which was expected but we were very happy with how quickly the software won over the team. Before long we were hearing comments on how the team didn’t know how they managed on our old system. Product
Functionality Testing Looking at APS from a product perspective, what were the most important factors from a functionality point-of-view that were seen as critical to your business – the things that APS had to have if it was to be considered as a your practice management and tax preparation software provider? How does the Advance suite compare to you previous product in terms of functionality? Will you be taking on any further APS products in the future? We would like to see a cash flow budgeting tool as part of APS products – we do a lot of cash flow reporting for clients and banks and these would normally be linked direct to our monthly reporting. In Sol6 we used CFB and now we are using Strategic Focus. Future Development Are you aware of APS’s future development and is their development roadmap relevant to your firm? Summing Up Return on Investment Obviously there is an investment when implementing any software. APS pride themselves on bringing clients on-going return on investment. In your experience has this been the case? Having been through the conversion, do you feel you made the right decision to join APS? Testimonial Do you have any final words that sum up how you feel about APS, its team and its software? APS software enables us to manage our core business areas more successful and provide a higher level of service to our clients. |
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