Common Sage Intacct Implementation Mistakes to Avoid 

Many organisations know they need a new solution but have not fully identified what success looks like. Whether the objective is improving reporting, automating manual processes, enhancing visibility across entities, or accelerating month-end close, these priorities should be agreed upon from the outset.

Steps to Take:

✅ Establish measurable project goals before implementation begins.

✅ Involve key stakeholders from finance and across the wider business.

✅ Define success criteria and KPIs early in the project.

Data migration is often one of the most complex parts of any system implementation. Moving inaccurate, incomplete, or duplicated data into a new system can create reporting issues, user frustration, and unnecessary delays.

Many businesses focus heavily on configuring the new solution while leaving data preparation until the last minute.

Data Migration Best Practices:

• Review and cleanse data before migration begins.
• Remove duplicate records and outdated information.
• Allocate sufficient time for testing and validation.

Acuity24 prioritise working closely with customers, gaining a deep understanding of how your business works and your specific needs, paving the way for a smoother more successful implementation.

Sharing their feedback on the Sage Intacct migration process, one customer noted:

“The team worked closely with us to understand our accounting procedures and the complex spreadsheets we’d been using…..Help in moving over data to the new system, allowing us to carry on with day-to-day tasks while the hand over was in progress.” 

READ THE FULL CASE STUDY HERE

Finance teams are often the primary users of Sage Intacct, but successful implementations require input from other departments as well.

Without stakeholder engagement, critical requirements may be overlooked, leading to additional configuration changes later in the project.

Stakeholder Engagement Tips:

• Involve department leaders early.
• Gather requirements from all relevant users.
• Maintain clear communication throughout the project lifecycle.

A common mistake is treating a new system as a direct replacement for old software rather than an opportunity to improve how the organisation works.

Businesses sometimes recreate outdated, manual workflows that limit the benefits of automation and cloud technology.

Process Review Tips:

• Review existing processes critically.
• Identify opportunities for automation and simplification.
• Align workflows with best practices instead of legacy habits.

Even the most powerful solution will struggle to deliver value if users are not confident using it.

Limited training can result in low adoption rates, process inconsistencies, and ongoing reliance on spreadsheets and workarounds.

Training Best Practices:

• Provide role-based training tailored to different user groups.
• Offer hands-on learning opportunities.
• Make support resources readily available after go-live.

Whether you’re an existing Sage Intacct user, or just finding out more about the solution, our free Sage Intacct Resources Library contains a variety of video tutorials and helpful guides designed to help you understand the system and get the most out of Intacct – View the Library Here.

Without clear ownership and accountability, implementation projects can lose momentum and suffer from scope creep.

Decisions may be delayed, priorities can change, and timelines may extend unnecessarily.

Achieve Strong Governance By:

• Assigning a dedicated project sponsor.
• Establishing a steering group for decision-making.
• Maintaining regular project reviews and progress updates.

Many organisations rely on multiple systems for CRM, payroll, expense management, budgeting, fundraising, or project management.

Failing to plan integrations early can lead to duplicated work and manual data entry following implementation.

System Integration Prep:

• Document all existing systems.
• Identify integration requirements during discovery.
• Test integrations thoroughly before go-live.

Testing is often compressed when timelines become tight, but this can introduce significant risks.

Issues associated with workflows, permissions, reporting, or integrations may only emerge after users begin working in the live environment.

What to Consider:

• Has a comprehensive testing plan been developed?
• Have real-life business scenarios been included?
• Is user acceptance testing going to be conducted before launch?

Introducing a new financial management platform often changes how people work. Resistance to change can slow adoption and reduce project success.

Employees are more likely to embrace the new system when they understand the benefits and feel involved in the process.

Tips for Change Management:

• Communicate regularly and transparently.
• Highlight how the new system will improve daily tasks.
• Celebrate project milestones and successes.

Choosing the Right Sage Intacct Partner:

• Select a partner with proven Sage Intacct implementation experience.
• Look for industry-specific expertise where relevant.
• Seek clear project methodology, governance, and support structures.