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Archive for January, 2010

Five Tips for Switching Software Successfully

Wednesday, January 27th, 2010

If you’ve ever been through the process of implementing new software then you may feel that the workload needed for it can be motivation to never switch programs again. The idea of such a headache has driven some companies to stick with their DOS programs to this day!

Is all this pain and worry really necessary? Is there such a thing as a smooth conversion?

At Axium we have learned that with the right guidance and preparation you can achieve conversion success without the aggravation and extended timelines. Here are some tips to make the task less overwhelming:

Tip 1: Pick key staff members to manage the process and lock down vacation time. There’s nothing worse than trying to get important information from somebody drinking margaritas in Mexico.

Tip 2: Set a deadline. Thinking that new software can be implemented in your “extra” time is one of the most common pitfalls and will draw out the process.

Tip 3: Prep your data. Thoroughness is the key for this step. Any errors or corrupt data will result in a longer process and major headaches.

Tip 4: Make training a priority… for everyone: Introduce your entire staff to your new software and teach them what specific areas they will need to know when your transition is complete.

Tip 5: Make your consultant your new best friend. Use your time with your consultant to pick his or her brain for any tips or tricks to making your conversion a smooth one.

R&D Tax Credit for A/E Firms

Friday, January 15th, 2010

I’ve been looking around for case studies of A/E firms that have qualified for the elusive Research and Development Tax Credit as we prep for our webinar on this topic next week.

It’s been a tough haul looking for specific, proven examples because although A/E activities may qualify for the credit, the process for claiming it seems daunting. And it sounds like it’s high stakes to enter the tournament: the chance to put money back into your hands by saving or recovering tax dollars vs. the dreaded fear of triggering an audit. Worse yet, I’ve heard tales of penalties being assessed, appeals stalling out, and the denial of future use of the credit.

I’d like to hear your experiences with the credit. Have you applied for the R&D tax credit and stalled out in appeal? Did it trigger an audit? Maybe you’ve had the reverse experience and you can pinpoint a company, process or tool that helped your qualify?  Comment here and be sure to join us for Tri-Merit’s presentation next week. 

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