Prepare for Intacct
By Laurie Stanwick, Percipient
A successful deployment is integral in driving value and performance and instilling confidence in the business. But what makes a successful project, and what should the customer journey look like when the project goes live?
Why Sage Intacct?
Sage Intacct is a modern, cloud-native financial management platform built to scale with your business. With deep functionality, built-in intelligence, and fast reporting, it helps you accelerate decision-making and optimise financial operations.
Because it’s modular, it adapts as your business evolves; capable of managing multiple entities, simplifying consolidation, and reducing your close time by up to 79%.
Why Partner with an Implementation Expert?
Choosing to deploy Sage Intacct is a significant step, and doing it alone can be risky.
A dedicated partner brings:
- Technical mastery + deep industry knowledge
- Understanding of finance and accounting workflows
- A project-wise team that’s part strategist, part executor
The wrong consultant might know the software, but lack business context, vertical experience, or the ability to translate strategy into execution. The right partner becomes a trusted extension of your team.
The Percipient Approach
At Percipient, we ground implementation in five core values:
- Listening: We uncover not only what you say, but the constraints, frustrations, and unwritten assumptions underneath.
- Understanding: We align our insights with your objectives and context rather than forcing a template.
- Experience: We draw on past deployments in your sector to anticipate and preempt common pitfalls.
- Creativity: We propose solutions and process improvements shaped around your unique needs, not one-size-fits-all.
- Diligence & Commitment: We set realistic milestones, monitor progress with transparency, and stay with you beyond go-live as your growth evolves.
Percipient’s 7-Phase Implementation Roadmap
We ensure a seamless transition to modern, intelligent and scalable accounting capabilities via our seven-stage methodology:
1. Scoping
- Key Focus: Shape objectives, define requirements, challenge assumptions.
- Why it matters: A rigorous scoping phase prevents scope creep, misalignment, and wasted effort.
2. Build
- Key Focus: Configure the system, prepare UAT scripts.
- Why it matters: Translates planning into tangible deliverables ready for testing.
3. Data Cleansing & Mapping
- Key Focus: Clean, transform, and categorise your legacy data.
- Why it matters: Accurate data equals confident reporting and analytics.
4. Testing
- Key Focus: validate functionality, usability, and compliance.
- Why it matters: Identifies gaps well before go-live.
5. Deployment / Go-Live
- Key Focus: Migrate to production, monitor initial performance.
- Why it matters: Close attention here ensures minimal disruption.
6. Tailored Training
- Key Focus: Role-based, style-adaptive, education for users.
- Why it matters: People succeed when training aligns with their learning style.
7. Support
- Key Focus: Post-go-live support, updates, reviews, and scaling with the business.
- Why it matters: To ensure your success continues long after deployment.
Note: While the phases are sequential in structure, real projects often loop between them (e.g. revisiting data mapping during testing). Flexibility is key.
Download Our Guide to Sage Intacct SupportWhat Our Customers Say
“Percipient’s industry background meant they understood us from day one — we didn’t waste time explaining. They delivered more than software deployment, they brought real transformation.”
— Aberdeen Performing Arts
“They met a four-week deployment goal with pragmatism and dedication. Their team worked around the clock to deliver.”
— TLH Leisure Resort
“I honestly feel that the relatively short deployment timeframe was a testament to the fact that Percipient spent so much time learning and understanding our diverse business upfront. They were brilliant.”
— Holkham Estate
Supporting Your Digital Journey
As a multi-award-winning Sage partner and the current Sage Intacct Partner of the Year, we combine technical capability, vertical domain expertise, and a passion for client success. We don’t just ‘do the job’, we become your long-term advisor, helping you scale, pivot, and extract ongoing value from your investment.
Ready to Transform Your Finance Function?
Implementing a new finance system is one thing; getting tangible business outcomes from it is another. At Percipient, our goal is to accelerate your ROI, embed best practices, and ensure your team thrives.
Take the next step and book a free discovery call with our Sage Intacct experts, or request a live demo tailored to your business. We’ll walk you through how this roadmap applies to your specific challenges, no obligation, no jargon.
Click here to book a demo or call us at 01606 871 332. Let’s partner to make your Sage Intacct deployment a success, together.