• Skip to main content
  • Skip to header right navigation
  • Skip to site footer
  • X
  • Facebook
  • YouTube
  • LinkedIn
Support
Screen Connect
Pay Online
SWK logo.

SWK Technologies

Software Solutions & Services

  • Accounting & ERP Software
      • Acumatica Cloud ERP
        • Overview
        • Construction
        • Distribution
        • Field Service
        • Financial Management
        • Manufacturing
        • Professional Services
        • Project Accounting
        • Retail-Commerce
      • Sage Intacct
        • Overview
        • Construction and Real Estate (CRE)
        • Distribution Operations for Sage Intacct
        • Financial Services
        • Healthcare
        • Manufacturing Operations for Sage Intacct
        • Nonprofits
        • Professional Services
        • Sage Intacct Payroll powered by ADP
      • Sage 100
        • Overview
        • Business Intelligence
        • Core Accounting & Financials
        • Distribution
        • Manufacturing
        • Payroll
        • Sage 100 Contractor
      • More Accounting Products
        • QuickBooks
        • Sage 50
        • Sage 300
        • Sage 500
        • Sage BusinessWorks
      • ERP Add-ons
        • ADP Workforce Now
        • Altec
        • Avalara
        • AvidXchange
        • BigCommerce
        • CIMCloud
        • Cloud Hosting
        • DataSelf
        • Fortis
        • FreightPOP
        • Microsoft 365
        • Netstock
        • Ottimate
        • Sage Fixed Assets
        • Sage HRMS
        • Sage Intacct Payroll powered by ADP
        • Savant WMS
        • Scanco
        • ScanForce
        • Solver
        • SPS Commerce
        • Velixo
        • Workforce Go!
      • More ERP Add-ons
        • Bizinsight
        • Concur
        • Crystal Reports
        • Fraxion
        • Fusion RMS
        • FYISoft
        • JobOps
        • KnowledgeSync
        • Lockstep Collect
        • Nectari
        • Pacejet
        • Planning Maestro
        • Sage CRM
        • Sage Intelligence
        • Scissortail HCM
        • Service Pro
        • ShipStation
        • Shopify
        • Starship
        • Sugar CRM
        • Time & Billing Pro
        • Timekeeper
        • True Sky
      • Industries
        • Construction
        • Distribution
        • Financial Services
        • Healthcare
        • Manufacturing
        • Nonprofit
        • Professional Services
        • Retail
  • Managed Cloud Services
      • Managed Services
        • IT Support
        • Cloud Hosting
        • Infrastructure-as-a-Service
        • Managed Cloud Services
        • vCIO
        • Acumatica Infrastructure
      • IT Solutions
        • Backup & Continuity
        • Cybersecurity
        • Email Hosting
        • Microsoft 365 Services
        • Virtualization
  • Consulting & Implementation
    • Business Technology Consulting
    • eCommerce
    • Financing
    • Human Capital Management
    • Managed Cloud & IT Services
    • Partner Program
    • Software Development
    • Software Implementation
  • Resources
    • Help Desk
    • Blog Posts
    • Payments Portal
    • Webinars
    • YouTube Channels
    • Acumatica Resources
    • Sage Intacct Resources
    • Sage 100 Resources
    • IT Resource Pages
  • About
    • About SWK
    • Awards & Recognition
    • Life@SWK
    • Careers
    • Success Stories
    • SWK Gives
  • Contact
    • Contact Us
    • Support
    • Our Locations

Potential Pitfall #3: Are You Meeting The Client’s Requirements?

May 28, 2013 by Marketing

Home » Acumatica » Potential Pitfall #3: Are You Meeting The Client’s Requirements?

This is the third of four articles profiling potential pitfalls with delivering professional services from the cloud. The first of the articles can be found here. The second of the articles can be found here.

In the third of four articles, emphasis will be placed on communicating with the client.   With a professional service organization (PSO) no longer onsite, clients demand more attention. The communication process entailing what the client wants vs. what you recommend can become troublesome.

The key is to come to an understanding about the “tactics”, or use of the cloud. The functions need to meet the client’s objectives. Cloud ERP’s easy-to-use navigation creates a stress free learning environment, aiding the process of explaining and understanding. Extracting data and explaining what it means to the client is a very important task for effective communication and business relationships, and is made easy when using the cloud.

The bottom line is: clients still want choice and flexibility. The PSO, removed from the client site, will have the tendency to adopt more of an “it’s our way or the highway” mentality – at times alienating clients who want it their way. Here are a few ways to enhance your business relationship with the client.

Mitigation Tactics

Just as your Project Management capabilities need to stay strong – if not become more effective – your Business Analysts, Architects, and Developers need to:

1) Gain a strong understanding of the client’s objectives,

2) Enhance their ability to communicate back to clients how and where change can be effective, and

3) Ultimately your staff needs to know when to push the client and when to pull back and accept that the client wants the system to work a certain way.

This last point will not be easy – as you’ll need to balance what the system can and cannot do in a Cloud environment. But, by gaining a deep understanding of what the client actually wants, the PSO should be able to develop solutions that meet the objective – even if it is not the exact “way” the client believes it should be delivered.

Systems implementations are a series of compromises and trade-offs. By being better able to communicate the pros and cons of the trade-offs, the PSO will be better able to manage client satisfaction through the process.

Contact SWK Technologies

Are you interested in learning more about the features in our project management solutions? Contact SWK to learn how these features can benefit you. For additional information please contact us at 877-979-5462, or click here to contact us.

Source material for this article is from the whitepaper: “4 Keys to Success in Delivering Professional Services from the Cloud” by Mark E. Sloan

Category: Acumatica, Blog, Cloud, Professional Services

Sidebar

Recent Posts

  • How a Recreational Play Structure Builder Laid the Groundwork for Their Lasting Growth
  • Why Financial Services Firms Need Phishing Defense
  • Acumatica General Ledger Training – Key Tips & Tricks
  • Sage Intacct vs. Sage 500: Best ERP for CFOs and Financial Leaders
  • What is the Relationship Between Cybersecurity and Cyber Insurance? 
  • Guide for Sage Intacct Credit Card Management
  • Minimize Tariff Impacts on Your Technology Costs in the Cloud

Categories

Ready to take the next step?

Contact SWK today to get in touch with one of our experts. We’ll go over your business challenges and unique needs, and see where you can unlock new value from your technology and make your operations run easier.

Get in touch!

Our Latest Posts

Recreational Play Structure

How a Recreational Play Structure Builder Laid the Groundwork for Their Lasting Growth

Read moreHow a Recreational Play Structure Builder Laid the Groundwork for Their Lasting Growth
Hands holding an open silver padlock over a laptop keyboard, symbolizing cybersecurity vulnerabilities that phishing attacks exploit in financial services firms

Why Financial Services Firms Need Phishing Defense

Read moreWhy Financial Services Firms Need Phishing Defense
Black laptop displaying Acumatica General Ledger journal transactions screen on a desk with coffee mug and notepad, showcasing the financial management interface on a computer in an office setting.

Acumatica General Ledger Training – Key Tips & Tricks

Read moreAcumatica General Ledger Training – Key Tips & Tricks

Awards and Accreditations

Top work places in NJ 2020.
Acumatica the Cloud ERP gold certified partner.
The Gold Microsoft partner logo on a black background.
Sage business partner diamond logo.
Dell Technologies Gold Partner
Sage tech partner logo.

Stay in the know!

Subscribe for exclusive ERP, process automation, IT and cybersecurity news.

Twitter
  • Facebook
  • YouTube
  • LinkedIn

Home
About
Contact

Support
Screen Connect
Pay Online
Downloads

SWK logo.

Headquarters:
120 Eagle Rock Ave, Suite 330
East Hanover, NJ 07936

Contact:
info@swktech.com
(877) 979-5462

Copyright © 2025 · SWK Technologies, Inc. · All Rights Reserved · Terms of Use · Privacy Policy

This site uses cookies to collect information about your browsing activities in order to provide you with more relevant content and promotional materials, and help us understand your interests and enhance the site. By continuing to browse this site you agree to the use of cookies. Visit our privacy policy to learn more.I understand