Set up of systems and procedures specific to individual company requirements, that include:

  • Review of systems and procedures to maximize system capabilities.
  • Planning and supervising of the conversion of existing systems to Adagio - your staff does the data entry.
  • Training of staff to use Adagio effectively.
  • Writing specification documents and creating customized reports.
  • Where practical, all work is done in our office to avoid work disruptions in your offices.
  • Supervising the first month-end routine.
  • Setting up effective back-up routines as integrated menu choices.
  • Telephone & Remote support.

Ongoing technical assistance is for those who require technical assistance after installation, or for those who feel comfortable assuming responsibility for the systems, procedures, and accounting implications during initial installation. Our services include:

  • Technical support and troubleshooting.
  • Custom report design.
  • Software upgrades for Adagio and add-on products.
  • Workstation upgrades for newer Windows operating system versions.
  • Independent external IT/MIS facilitation services that provide clients with liaison, support and supervision of Network or Server upgrades with comprehensive technical assistance throughout the process.
  • Paper flow review, its documentation, and suggestions for improvements (Process re-engineering).

At IOS, we conduct business straight-up, our clients are only invoiced for the actual time we spend providing our services, on an as needed basis.  (We do NOT require clients to commit to monthly, annual, or fixed fee support agreements and firmly believe that value-based billing is never in the best interest of the client)

Our current consulting rates ranges from $120 - $180 per hour and are billed in 5 minute increments with travel time charged at half rate.

Test/Prototype installations that are used as an overview of large systems to confirm that Adagio is a proper fit. It may include setting up of test database on your server so the software can be reviewed in your office, on your time frame. 

This process is equivalent to test driving the systems before implementation is actually done.

Online Training: Meet the exact needs of your business with your data in your setting by

  • Training at your office, or interactively online.
  • Training your staff to use the software effectively.
  • Writing specification documents and creating customized reports.
  • Supervising the month-end routine.
  • Record and/or write up Adagio procedures for training and reminders.

Services we excel at that set us apart from our competitors:

  • Paper Flow Analysis, Accounting Strategy and Planning, Design Consulting and System Review.
  • Outsourced Comprehensive System Management support of Third Party IT Vendor Services, including Installation, Configuration, Connectivity, Upgrades, other System related activities.
  • End to End Project co-ordination and Management.

General Ledger

  • Create and maintain a company dataset
  • Journal Entries
  • Screen Inquiries
  • Budgets
  • Archiving
  • Month end procedures
  • Year end procedures
  • Reports

Accounts Payable

  • Define the company options
  • Integrate with General Ledger
  • Defining vendor terms and distribution codes
  • Maintaining vendor information
  • Screen Inquiries
  • Routine processing of vendor invoices and credit notes
  • Manually prepared cheques
  • System cheque run
  • Month end procedures
  • Year end procedures
  • Reports

Accounts Receivable

  • Define the company options
  • Integrate with General Ledger
  • Defining billing cycles, salespersons
  • Defining customer terms, and distribution codes
  • Maintaining customer information
  • Screen Inquiries
  • Routine processing of manually prepared invoices
  • Processing deposit slips
  • Month end procedures
  • Year end procedures
  • Printing reports

Inventory Control

  • Setting up inventory
  • Processing of Receipts, Shipments
  • Transfers, Assemblies and Adjustments
  • Day End Processing
  • Periodic processing
  • Physical Inventory Count
  • Printing reports
  • Screen queries
  • Integrate with General Ledger

Order Entry

  • Setting up Order Entry
  • Routine processing of the Order Types
  • Processing of Invoices
  • Processing of Returns and Credit Notes
  • Printing reports
  • Integrate with Inventory, Accounts Receivable and General Ledger
  • On screen inquiries