1. Does your current system prepare
and print invoices automatically and efficiently?
Select One
Yes
No
Not Important
2. Does your current system closely
track receivables?
Select One
Yes
Somewhat, could be better
Don't know
Unacceptable
3. Does your current system automate
communications with customers to collect late payments?
Select One
Yes
No
Yes, but difficult to do
Not Applicable
4. Are there any functions for
receivables you'd like to see your current system handle better?
Select One
Yes
No
5. Does your current system allow
you to manage cash flow and payables efficiently?
Select One
Highly Efficient
Takes time to maintain
Not at all
6. Is printing checks currently
automated?
Select One
Yes
No
7. Are there any functions for
payables you'd like to see your current system handle better?
Select One
Yes
No
8. If you maintain inventory,
does your current system allow you to manage costs effectively?
Select One
Not Applicable
As expected
Could be better
Major Struggle
9. Have you considered cutting
costs by administering payroll in-house?
Select One
Currently In-house
Too much trouble
Yes
10. Would a company wide automated
Purchase Order System enhance your current P.O. process?
Select One
Yes
Currently Using
11. Are job estimates and project
costs managed through your current system?
Select One
Yes
No
Not Applicable
12. Do you currently have a system
to enter and process customer orders?
Select One
Yes
No
Not Applicable
13. Is General Ledger work effectively
handled either outside, or in an automated fashion internally?
Select One
Automated in-house
Effectively - outside firm
Ineffectively - in-house
Ineffectively - outside firm
14. Are you spending a significant
amount of time training employees to operate your current system?
Select One
No training necessary
Several Weeks
Several Months
15. Is your current system linking
all aspects of your business to one central point allowing your employees to access
information from any location?
Select One
Not Applicable
No, but we need it
Currently using
Section II:
System Issues
1. Would it be valuable for you
to be able to structure account numbers in your chart of accounts differently than your
current system allows?
Select One
No
Yes
2. Does your current system allow
you to easily modify screens to fit your company's needs?
Select One
Yes
Somewhat
No not at all
3. Does your current system allow
you to easily develop customized reports for your corporate executives?
Select One
Yes
Somewhat, but limited
No not at all
4. If applicable, does your current
system allow you to quickly access information on-line, such as tracking a transaction
back to the original source?
Select One
Yes, strong user interface
No, rigid user interface
No not at all
5. Would sharing financial information
across the network regardless of operating system be a substantial time saver in your
business.
Select One
All Systems are Compatible
No
Very Beneficial
6. Is financial information available
directly to other departments via computer network?
Select One
Yes
Yes, with difficulty
Not valuable to us
No, but should be
Section III:
Reporting Issues
1. How long after the close of
a period does it currently take for you to complete necessary reports?
Select One
<10 staff hours
11-40 staff hours
>40 staff hours
2. Would it benefit you to enter
financial data for a new month without being forced to close the previous month?
Select One
No
Already able to do so
Yes
3. Are you in need of a system
that allows you to re-enter a closed period, make adjustments, then re-close the period?
Select One
Current System Allows this
No
Somewhat Useful
Yes
4. Are there any reports that
could help you manage your business better than what your current system provides?
Select One
No
Possibly, not quite sure
Yes
5. Could other departmental managers
be receiving reports other than those they currently receive to help them run their
departments better?
Select One
No
Yes
6. If it were possible to create
these reports easily without keying new information into the system, how valuable of
a tool would that be to your company? (referring to previous question)
Select One
Not Applicable
Of no value to us
Much needed for us
7. Do current reports communicate
information clearly?
Select One
Yes
Yes, but could be better
No
8. Does your staff spend a great
deal of time working around the limitations of your current software package to produce
reports?
Select One
No
Yes
9. Can tax reporting information
be called up online?
Select One
Yes
Yes, but manual calculations involved
No
10. Can the accounting staff produce
financial reporting information graphically?
Select One
Yes
Yes, with outside office prgms
No
