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Sage Implementation

Your Path to a Confident, Cloud-Based Financial Future

At Perceptive Data, we are known for our implementation strength. We transform complex financial transitions into smooth, supported processes. With a proven 5-phase approach backed by Sage best practices, we help organizations transition from legacy systems to the cloud with minimal disruption and maximum confidence.

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Our 5-Phase Implementation Methodology

Initiate & Discover

We begin by establishing the foundation for success.

  • Kickoff meeting & alignment on goals
  • Assign roles and responsibilities
  • Define project scope, timeline, and tools (e.g., Basecamp setup)
  • Establish communication protocols

Design

We tailor Sage Intacct to your business.

  • Conduct discovery sessions and gather requirements
  • Map workflows and reporting needs
  • Finalize the Solution Definition Document
  • Outline data migration and integration needs

Configure & Build

We turn plans into a working system.

  • Configure your Sage Intacct environment (core modules, dimensions, users)
  • Load historical data and master lists (vendors, COA, customers, etc.)
  • Set up approval workflows and dashboards
  • Build custom reports if applicable

Test & Train

We ensure your system works — and your team is ready.

  • Run user acceptance testing (UAT)
  • Deliver tailored training on your configured environment
  • Validate go-live readiness

Go-Live & Support

We launch your system and stay by your side.

  • Move configuration to the live environment
  • Support your team during the first 30 days
  • Conduct final review and project handoff

Soft Go-Live

Transition Fearlessly!
Depending on the complexity of the project and the number of integration points, an all-at-once system launch may be unnecessarily risky. Our Soft Go-Live approach provides your team with the confidence to adapt gradually, offering full support, real-time visibility, and minimal disruption.
At Perceptive Data, we believe digital transformation should feel empowering, not overwhelming. That’s why we work with you every step of the way to make your move to Sage Intacct seamless.

 With Soft Go-Live, you can:

✅ Test workflows in a live environment

✅ Validate reporting and data accuracy

✅ Reduce the pressure of a hard switch

✅ Schedule a confident, controlled cutover

"Switch systems without stress — That's Soft Go-Live!"
John Todd
President
Learn More about Soft Go-Live

Your Success Is Our Success

We are  recognized for our ability to make complex financial system changes feel simple and seamless. 

Clients choose Perceptive Data for our:

  • Deep, hands-on implementation

  • Clear communication from day one

  • Practical, real-world understanding of accounting workflows

  • Flexible support before, during, and after go-live

Whether you’re implementing Sage Intacct for the first time or upgrading from another ERP, we are with you every step of the way, ensuring your system is not only live but lasting.

Talk to Us

Want to learn more about Sage Intacct or Soft Go-Live? We are here to guide your next steps.

Contact Us