The transformation driver
This role supports the transition from legacy on-premises data management solutions and ERP systems to secure Cloud-based solutions (including hybrid Cloud combining on-premises, private and public Cloud). For SMPs it’s a key value driver that improves the ability to operate and secure document access remotely, and benefit from the flexibly scalable nature of Cloud.
To do the role, the Cloud consultant will have experience of different applications: Cloud accounting (eg Xero, QuickBooks Online); invoice automation (eg Receipt Bank, Auto-entry, Hubdoc), reporting (eg Spotlight. Futrli, Fathom), and cash flow (eg Float, Fluidly).
Responsibilities will vary, but examples include:
The quality of migration is as important as making the shift. Moving to the Cloud but retaining old processes reduces the return on investment (ROI) and does not accelerate practice growth as hoped for.
Thus it is essential to invest in doing this correctly or the business will not fully benefit from the move, despite the cost and disruption that arises. The Cloud consultant ensures this happens well.
A Cloud consultant is likely to be a professionally qualified accountant with at least five years' experience, ideally across a range of sectors/clients. They must be passionate about technology and have extensive hands-on experience of using Cloud accounting systems and associated applications.
They need experience of converting client’s data and processes from desktop systems to Cloud accounting systems.
Strong project management skills to manage and monitor multiple work streams and individuals are required, as are business partnering and communication skills to deal effectively with users across the practice and with software vendors. Thus they need to be confident in discussing Cloud accounting technology and relating specific issues back to the end user. In addition, they must be confident giving presentations and training, both internally and externally.
They need a problem-solving mentality, finding creative solutions to issues as they arise, in addition to a curious mindset, with a liking for new challenges and continuous learning.
Team management and leadership capabilities are essential, with a proven ability to drive change.