Get your best implementation

Technology implementations are a major undertaking. But they don't have to be a painful process.

With the right planning and delivery, your technology implementation can be smooth sailing. Our proven implementation approach focuses on setting clear expectations, gathering the right team of resources, efficiently delivering results, and providing consistent communication throughout your project.

The Eide Bailly Implementation Difference

With hundreds of successful implementations to our name, our approach is designed to deliver results.

1. Initiate

To have a great implementation, you need to have a clear understanding of what success looks like. It’s different for every business, and sometimes every team. That’s why we start all our implementations by defining key goals, thoroughly scoping the project, and building an A-list team of resources.

  • Set Project Goals
  • Scope & Estimate
  • Build Your A-Team
  • Set Your Project Schedule
  • Project Sign Off

2. Plan

Efficiency starts with the right tools. How your team communicates, collaborates, and engages with each other and your customers directly effects your business results.

  • Discovery Session
  • Requirements Gathering
  • Expectation Setting
  • Communication Cadence



This is where the magic happens. We focus on consistent delivery and providing timely results.

  • System Design & Configuration
  • Define Roles
  • Move Data
  • Build Customizations & Process Flow
  • Testing & Validation
  • User Training & Enablement


The businesses that succeed in the Fourth Industrial Revolution will be those that figure out how to use their data and make better decisions.

  • Final Review & Sign Off
  • Readiness & Transition Planning
  • System Cutover



Unlike some solution providers, we’re not the “dine and dash” type. We view our client relationships as the long-haul of partnerships. After go-live, we provide your team with continued support and training, and help you plan for the road ahead with your new business system.

  • Project Wrap-Up & Review
  • Measure Results
  • Support Your Team
  • Look Ahead


  • Top 5 Global NetSuite Solution Provider
  • Salesforce Gold Consulting Partner
  • Microsoft Gold Partner
  • Sage Diamond Partner

Our Clients

Customer Spotlight

Getting the Right CRM

Sometimes things don't go quite as planned the first time. It's an experience Bongards Creameries knows first-hand with their initial Salesforce CRM implementation. To get it right, they called our team to fix and optimize the CRM to fit their double-digit growth organization.

Customer Spotlight

Building better government service

Think that Government doesn't need a better way to serve their customers too? Discover how – with Eide Bailly and Salesforce – the County of Sonoma is modernizing the way that they view and manage their community's needs.

Customer Spotlight

Optimizing for a Quality CRM

Traeger Pellet Grills has been using Salesforce for nearly a decade, but it wasn't until they called our team and truly optimized it for their business that they found success with their CRM. Find out why, if they had to do it all over again, they would not have started with a self-implementation.

Customer Spotlight

Integrating Salesforce for fluid form

System integrations can take your Salesforce CRM from good to great. Learn how our Salesforce consulting team helped Freemotion Fitness, the commercial leg of ICON Health & Fitness, integrate their way to a functional CRM.

Customer Spotlight

Customizing NetSuite for e-Commerce success

The landscape of retail is changing. Learn how Eide Bailly's award-winning NetSuite team helped KURU Footwear customize their way to NetSuite success with robust inventory management and order processing automation.

Eide Bailly is always coming up with ways to make us better and maximize the software. They’re not a vendor. It’s like they’re a part of the team, and they really care about the results we’re going to get.

Kirk Anton

Founder & CEO, Heat Transfer Warehouse


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Contact Us

We’re in the business of transforming your business, and building relationships that foster growth. It all starts with a conversation.

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