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Frequently Asked Questions  

about Axia’s Checklists

General questions

Checklist content questions

Checklist user questions

Consultant Questions

 

General questions

Q: How impartial are your Checklists?
A: Axia’s Checklists are completely impartial. Axia does not operate a referral service and we do not receive any payment from any software vendor. As such, we have no vested interest in the software solution you ultimately select. We are only concerned with giving you impartial information and knowledge for a successful software selection.

Q: Why should I spend £100 or more, on a tool to help me select new software?
A: The process of selecting new Accounting, CRM, HR or Payroll systems can turn out to be very time consuming and frustrating. Axia’s Checklists follow a structured methodology so you can significantly reduce the time it takes for the whole selection process. If you compare the value of time saved for those involved within your organisation, with the cost of a Checklist, you will see your investment paid back many times over.

Q: Our software selection process has started and we’re already talking to vendors – have we left it too late to use a Checklist?
A: Not at all. Our Checklists are used within many stages of a selection process and even within implementation stages eg to flesh out detailed requirements prior to configuring and testing. Other organisations use our Checklists to check that they have included all their requirements within their new system specification. It’s rarely too late to use a Checklist in the software selection process.

Q: What will you do with our (confidential) personal information?
A: Axia is committed to protecting your privacy. We only use your information to process your order and provide impartial consulting advice/services. We will not share, rent, sell or give away your personal information. For full details, please visit our Privacy Policy.

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Checklist content questions

Q: How accurate is the information in your Checklists?
A: We make every effort to make sure the information in our Checklists is accurate and up-to-date. In order to achieve this, we spend many hundreds of hours per year carrying out careful and meticulous, research and updating.

Q: We have one or more software product areas that we are interested in, which are not covered by your Checklists. Is there any way we can add them?
A: Yes, there are two ways new software product areas can be added to our Checklists. Firstly, as all Checklists are fully modifiable, you could add your specific requirements directly to your own copy. Alternatively, we could work with you and / or independently research software (that you are interested in) and add these areas to your requirements and our future Checklist releases, but this work would have to be chargeable.

Q: Do you have industry specific versions of your Checklists?
A: The Checklists cover Accounting, CRM, HR and Payroll across all industries rather than addressing specific industry sectors. Should you have very specific industry requirements, this may be overcome by either you adding your specific requirements directly to your own copy, or us working with you (on a chargeable basis) to help you build your specification.

Q: Do you have country specific versions of your Checklists?
A: Yes, our Checklists cover a number of specific countries as well as being general enough for use in all countries. The Checklists are based on UK and general system requirements. However, the Accounting Checklists also cover the USA, Canada, UK specific requirements and general accounting requirements. And the HR Payroll Checklists cover the USA, Canada, UK, Australia and New Zealand specific requirements and general HR payroll requirements.

Q: I am unsure which Accounting System Checklist to order - both SME and Corporate versions appear to be suitable?
A: As a general rule, if your business is growing, we would recommend the version that caters for the larger size business. However, should you have queries regarding your specific situation and require further advice, please email us on info@axia-consulting.co.uk or phone us on +44 (0) 1634 848894.

Q: Are the contents of the two individual HR and Payroll Checklists the same as the combined HR Payroll Checklist?
A: Yes, the contents of the two individual HR and Payroll Checklists together are the same as the combined HR Payroll Checklist. The difference in the total number of pages / criteria is due to including system wide, operations, technology, support, system selection and other common details. They are included in each of the individual HR and Payroll Checklists but only once in the combined HR Payroll Checklist.

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Checklist user questions

Q: How do I amend (tailor) the Checklist to my requirements?
A: The Checklists are written in MS Excel, so all details may be easily changed - as in any Excel spreadsheet. Additional business requirements may be added, changes made and details not needed deleted. The spreadsheet worksheets are completely flexible ie rows and columns may be resized, worksheets added or deleted. The spreadsheet worksheets use simple Excel calculations (addition, multiplication etc) to calculate weighted scores, sub totals and totals. No macros are used, so the calculations may be easily changed as required.

Q: What if we need help with a Checklist or with the software selection process?
A: No problem – just call us on +44 (0)1634 848894 and we will talk for as long as you wish. We’ll try to resolve any problems there and then. If you need more help, we can tailor our consulting services to suit your needs and assist your software selection process.

Q: Should I base my software purchase decision solely on vendor responses from the RFI/RFP Checklists?
A: Vendor responses from the RFI/RFP Checklists are an important element in the decision and should also be used to assist other stages in the overall selection process eg meeting software vendors, reviewing software demonstrations, discussing specific software capabilities, prototyping, visiting reference sites. Ultimately, we would expect a software purchase decision to be based on a number of factors.

Q: What if I don't like your product?
A: We offer all our customers a full money-back guarantee. If you are not satisfied, simply return the CD (or email us confirming you have deleted all email / downloaded file copies) within 30 days and we will give you a full refund on the spot or cancel your invoice, no questions.

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Consultant Questions

Q: I only recommend / work with software products I know, so how can your Checklist help me?
A: The Checklists can help you to define your clients’ needs in detail and quickly, so you can still provide an excellent service even when you are up against tight time constraints. They allow you to rapidly create and issue RFI’s, RFP’s and compare results in a standard format that is easy for the client to understand and hence make the optimum decisions. By using Axia’s Checklists, you may also be able to expand your range of services offered and / or the number of clients you serve.

Q: We already use a similar RFI/RFP tool – so why should we consider an Axia Checklist?
A: If you believe that your clients deserve the best service you can give, you owe it to them to review every tool and technique available. It’s possible that Axia Checklists may be more detailed or more relevant to specific clients or needs than what you currently use! If not, our Checklists are covered by our money-back guarantee. If it is the case however, you will have done your clients a favour by considering other tools.

Q: Are there consultant versions of the Checklists which can be used to support multiple clients / organisations?
A: At present, there are no consultant Checklist versions. Each Checklist is sold for a single company / organisation and it’s internal use only. Checklists are protected by the Law of Copyright. Consultants who wish to use a Checklist for a number of clients should purchase additional copies or encourage each client to purchase their own copy.

Q: Can your Checklists be used as a training tool or for educational needs?
A: Yes, Axia Checklists are excellent training tools for people wanting to learn about Accounting, CRM, HR and Payroll systems. The combination of self study and hands on use (even if only creating a trial RFI/RFP) will give the user a thorough understanding of these systems and the software selection process.


If you have any other questions, please contact us or click the links below for more details

Accounting System Checklist / CRM System Checklist / HR System Checklist / Payroll System Checklist / Testimonials or proceed to the Order Page

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