Selecting the right investment accounting software is a critical decision that carries inherent risks. Understanding these risks and knowing how to manage them can significantly impact the success of your project. Investment professionals must navigate a complex landscape of options, each with its own set of challenges and potential pitfalls. To help you make a more informed decision, a 45-minute webinar featuring James Haluszczak, Managing Partner of SteelBridge Consulting, and Ashley Whittaker, President of Global Sales at FundCount, provides detailed guidance on mitigating these risks.

What You Can Expect from the Webinar

In this webinar, James Haluszczak and Ashley Whittaker share their expertise on three critical areas of the software selection process:

  1. Streamlining Procurement to Avoid Delays and Cost Overruns: The webinar outlines key strategies for ensuring that your procurement process is efficient and focused. By identifying the right criteria early and narrowing down your choices, you can avoid the common pitfalls that lead to drawn-out timelines and unexpected expenses.
  2. Assembling the Right Team and Resources for Implementation: Successful implementation starts with having the right people and resources in place. The webinar discusses which roles are essential to the project, how to align them with the project’s objectives, and what resources you need to ensure a smooth transition.
  3. Setting Up Effective Implementation Processes: Establishing robust commercial and practical processes is crucial to maintaining control over the project. The experts provide insights on contract negotiations, timeline management, and communication strategies that keep the project on track and within budget.

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