Simon Paterson | Director | Allan Hall Business Advisors
"Their feedback and advice were instrumental in our move from a legacy system to Xero."
We have a very good working relationship with our Alliott NZ friends, Greg and Vanessa in Auckland. They have successfully implemented Xero in their practice, and when we were considering changing our Practice to a Xero practice we reached out to them for help.
Their feedback and advice were instrumental in our decision to move from our legacy system to Xero.
Specifically, their direction as to planning, resource requirements, timing and Xero support made our work so much easier.
The guidance in those areas resulted in time savings and efficiencies in our implementation schedule, and importantly our accountant's uptake of the Xero way of working.
The efficiencies we have experienced, as a result of reaching out and getting valuable assistance from Alliott NZ, have been most evident in our time to implement. We have successfully implemented our own Xero pathway, in a matter of months, not years, without losing any traction in our client work program.
I really believe it was the reassurances from Greg and Vanessa, that in part enabled us to really focus on a swift transition to Xero.
We did not use a committee approach, we used a small Project X team that would introduce the changes, prepare video training and post-implementation 'first responder" support.
Our small and attentive project team was able to get traction and resolution of any issues, as they arose, without the need to involve a lot of Project team members in every single point.
Having this support and advice on Project X implementation approach has saved us significant internal resource time, that we do not underestimate.
The usual Xero efficiencies have resulted in our practice post-implementation, which is reassuring, and also the feedback from our team members, that their ways of working are now much more efficient have also been improvements that we have experienced.
The Xero platform and open API's, along with the ongoing support and suggestions from our friends at Alliott NZ about complimentary add-in applications, have been key for us in our journey to successful implementation of the Xero suite at Allan Hall.