How to Choose the Right Consultant for Your Financial Systems

Whether you’re looking to upgrade your organization’s existing financial systems or are searching for a new solution altogether, the process of finding the best business consultant can be a tedious one.

With a variety of providers out there, with varying degrees of experience and results, it can be difficult to determine what makes one company the best one to meet your needs.

We’re here to help.

The right financial systems consultant:

  1. Asks the right questions. The right financial systems consultant will ask you a bunch of questions – and that’s a good thing. You want your solution to be based on your future goals and your organization’s processes and the options you’re presented with should be based on these things. They should be curious about your business and business challenges.
  2. Can answer your questions. You should also have questions of your own and your consultant should be able to answer them.
  3. Has been there and done that. Experience is critical – and not just with successful implementations (although of course this is a given) but also with successful implementations in your specific industry.
  4. Is open minded. If they come to you with only one solution and push it as the be all and end all, you may want to go a different route. There is often more than one way to solve a problemand your consultant should present you with a variety of solutions to meet your needs.
  5. Leaves their ego at the door. No business consultant should waste your time showing you how excellent they are(even if they are). This is about YOUR needs and YOUR business and finding the solution that covers all the bases.
  6. Offers continuing support. The service should not end once implementation is complete. You need to be able to rely on your consultant and their experts for anything that comes up in the future – be it an unforeseen issue or a system upgrade. Since they installed the system to begin with, they’ll know the ins and outs and can therefore provide the most effective service possible.

At SHEA Global, we have a proven process that is based on collaboration. You know what your business needs and we can work with you to find the best solutions. Our financial systems consultants are top-notch (we promise not to waste your time telling you though). Find out more by calling 1 866 239 1113 or visiting today.