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Vendor comparison: Small business financial accounting software

TAKEAWAY Recording financial business transactions is fundamental to the success of any business. Matching financial accounting software to your business needs requires rational comparative research. This vendor comparison tool will help you compare vendors based on common features and support your decision-making process with documentation. From the PDF: INVOICING While seemingly an ordinary part of …

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Electronic data retention policy

PURPOSE This policy is designed to help you define requirements and implement practices for ensuring that electronic data is safeguarded in compliance with all applicable laws, rules and regulations. From the policy: This policy’s purpose is to help the company and its staff understand their obligations to retain electronic data. This policy applies to all …

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Change order form

PURPOSE Change is inevitable in any technological sector; it brings new features, functions and opportunities and helps businesses prosper through evolution. However, change can be detrimental to company operations if not executed properly through advanced notification of and approval by involved personnel. This change order form is designed to help you plan, implement and track …

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Project management checklist

INTRODUCTION Projects are typically complex, which is particularly true when software, hardware and information technologies are involved. Hence, there is a need for a thorough written plan, complete with a budget and defined goals, milestones, and a carefully drafted schedule among other elements. PURPOSE For a project to succeed, it’s important to understand the fundamentals …

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Weathering the storm: A partnerships manager’s guide to surviving economic downturns and uncertainty

Budget cuts loom for marketing teams when stormy economic conditions arise and consumer spending slows. Partnerships programs aren’t exempt from cutbacks. As a partnerships manager, you may need to consider some daunting questions during an economic downturn. Will your program be cut? Will you have to reduce your team size? Will you lose access to …

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Business continuity policy

PURPOSE The purpose of this policy is to provide guidelines for establishing and following appropriate business continuity requirements. This policy can be customized as needed to fit the needs of your organization. SUMMARY It’s an unfortunate fact of life in today’s world that both natural and man-made disasters can place businesses at risks, both moderate …

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