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Ion Industries Ltd

Sage Intacct Implementation and Support

ION implements and supports Sage Intacct true-cloud accounting software. Intacct helps organisations control spend and maximise budgets while providing real-time drillable insights and dashboards to enable informed decision making and automates processes to streamline financial operations. ION is Sage's Intacct Partner of the Year.

Features

  • Consultancy
  • Implementation
  • Development
  • Support Services
  • Integration

Benefits

  • UK based support services by phone, live chat or email
  • 24/07 Access to training support documents, videos and articles
  • 99.7% actual service level achieved in 2023
  • Low risk methodology from Sage’s Intacct Partner of the Year
  • ISO 9001 organisation with high quality standards
  • Delivery with reduced impact on the organisation’s resources
  • Simplified processes for smooth transition between systems
  • Comprehensive, role-specific training and learning resources

Pricing

£4,500 to £18,000 a unit a year

  • Education pricing available

Service documents

Request an accessible format
If you use assistive technology (such as a screen reader) and need versions of these documents in a more accessible format, email the supplier at rob@ionhq.co.uk. Tell them what format you need. It will help if you say what assistive technology you use.

Framework

G-Cloud 14

Service ID

7 2 5 7 4 4 7 4 4 5 5 8 2 5 6

Contact

Ion Industries Ltd Rob Mathieson
Telephone: 0191 466 1231
Email: rob@ionhq.co.uk

Planning

Planning service
Yes
How the planning service works
Through our years of experience completing successful implementations, ION have developed a proprietary delivery methodology with the aim of significantly reducing risk around migration from legacy accounting systems to modern cloud-accounting solutions.

Project Set Up for Success
- From day one, we recognise the critical importance of setting the project up for success. During the planning phase, ION collaborates closely with you to establish the most suitable path toward mutual success.
- We align proposed annual leave, create a customised project delivery plan, identify potential risks, and ensure that expectations are well-defined.

Clear Process Definition
- Working together, we define a clear process that incorporates mutually agreed-upon roles and responsibilities, timelines, and quality gates.
- Stakeholders sign off on these elements at each quality gate before we proceed to the next phase of the project.

Effective Stakeholder Management
- We agree on the best way to collaborate and work together.
- Our approach ensures that all levels of stakeholder management and engagement are carefully planned.
- Regular status reports and meetings keep everyone informed as we progress through each phase.
Planning service works with specific services
No

Training

Training service provided
Yes
How the training service works
Our blended approach encompasses both onsite and remote delivery where needed, combining face-to-face interactions with online activities. Participants engage in a variety of learning methods, including classroom sessions, self-paced modules, and personalised consultant-led sessions facilitated by our Sage Intacct experts.

In addition to our core offering, we supply an array of supplementary resources such as dedicated knowledge bases and interactive workbooks that are available to you 24/7. Throughout the implementation phase, users will also benefit from a dedicated testing and training instance of Sage Intacct.

Our dedicated Education Help Center offers comprehensive guidance, including videos and regularly updated content such as handy tips for your new finance system, articles and how to guides.

Clients will also receive comprehensive training guides, workbooks, and access to the online ION Academy for continuous learning and skill reinforcement. This will also be a useful resource for any new starters joining your team that may have missed the initial training sessions.

ION will remain by your side, even after your training and go-live is complete, you'll automatically receive helpful guidance emails when you first start using Sage Intacct to ensure you have a smooth and supported transition to your new system.
Training is tied to specific services
No

Setup and migration

Setup or migration service available
Yes
How the setup or migration service works
At ION, we specialise in helping customers transition seamlessly from legacy and cloud-based accounting systems. Our approach combines a proven delivery methodology, a dedicated implementation team, and customized templates to ensure efficiency and minimise disruptions.

Comprehensive Project Definition
- Together, we define the scope and execution of the project. This involves critical success factors, project requirements, and solution design.
- By the end of the Discovery phase, there is absolute clarity regarding project scope, identified risks, and contingency plans to mitigate those risks.

Data Approach and Inventory Building
- We collaborate with you to establish the data approach for the project. This defines how data migration from one system to another will be managed.
- Simultaneously, we start building an inventory of the actual data relevant to the project.

Personalised Data Migration Templates and Training
- ION provides personalised data migration templates.
- Will give you training to enable you to extract data from your existing system in the required format for seamless upload into Sage Intacct.
Setup or migration service is for specific cloud services
No

Quality assurance and performance testing

Quality assurance and performance testing service
Yes
How the quality assurance and performance testing works
At ION, we take quality seriously. Our dedicated Quality Assurance (QA) team rigorously tests all solutions before deployment to ensure they meet the highest standards.

User Acceptance Testing (UAT) Training
- To empower you during UAT, we offer comprehensive training. Our bespoke virtual training sessions are led by our team of specialists.
- These sessions are tailored to your specific needs and typically span 3-4 weeks.
- All training sessions can be recorded for future reference.

End-User Driven UAT Phase
- UAT is driven by end-users. Through the provision of test scripts and training, we ensure that users become familiar with the system.
- Our goal is to equip them with the confidence to navigate and operate effectively.

Tailored Test Strategy Plan
- Our ISO9001 accredited QA team crafts a customised Test Strategy Plan.
- This plan ensures the highest quality in the delivery of our system for your organisation.

Security testing

Security services
No

Ongoing support

Ongoing support service
Yes
Types of service supported
  • Buyer hosting or software
  • Hosting or software provided by a third-party organisation
How the support service works
ION’s dedicated help centre and support services give customers confidence when purchasing, operating, and scaling their financial operations.

Having worked with several organisations, we understand the importance of having a reliable and easy to use financial system that can handle your day-to-day operational requirements.

You can engage with our support team through various channels, including calling our team directly, email, using the live chat functionality on our website for real-time messaging, and accessing support articles and videos for quick guidance.

ION provides users with an easy-to-use portal, which allows us all to work together.

Through this portal, customers gain access to help articles, submission forms for new tickets, quick retrieval of open and resolved tickets, and satisfaction surveys following each request.

Using our support services ensures your team's success by facilitating onboarding, providing ongoing assistance with processes and staff, offering best practice guidance, facilitating product training, and delivering day-to-day support.

Service scope

Service constraints
N/A

User support

Email or online ticketing support
Yes, at extra cost
Support response times
Monday to Friday, 9am - 5pm
User can manage status and priority of support tickets
No
Phone support
Yes
Phone support availability
9 to 5 (UK time), Monday to Friday
Web chat support
Yes, at an extra cost
Web chat support availability
9 to 5 (UK time), Monday to Friday
Web chat support accessibility standard
WCAG 2.1 AAA
Web chat accessibility testing
N/A
Support levels
With our support packages, clients gain access to a dedicated support manager who provides assistance via phone, chat, and onsite visits at additional costs. In terms of service levels achieved in 2023, ION exceeded our targets of 80% and finished on 99.7%.

The support services package includes four priority levels: P1 (Urgent), P2 (High), P3 (Medium), and P4 (Low), each with specific response and fix times outlined. For instance, urgent incidents categorised as P1 require a response time of 2 hours and a fix time of 13 hours, aiming for an 80% resolution rate within the target timeframe. High-priority incidents, categorised as P2, also have a 2-hour response time but allow 20 hours and 30 minutes for resolution. Medium and low priority incidents, categorised as P3 and P4 respectively, have fix times dependent on backlog prioritisation.

Our comprehensive SLA ensures that clients receive timely and efficient support tailored to the urgency and impact of their issues, reinforcing ION's commitment to maintaining high service standards.

Resellers

Supplier type
Reseller providing extra features and support
Organisation whose services are being resold
Sage Intacct

Staff security

Staff security clearance
Staff screening not performed
Government security clearance
Up to Security Clearance (SC)

Standards and certifications

ISO/IEC 27001 certification
No
ISO 28000:2007 certification
No
CSA STAR certification
No
PCI certification
No
Cyber essentials
Yes
Cyber essentials plus
No
Other security certifications
No

Social Value

Social Value

Social Value

  • Fighting climate change
  • Tackling economic inequality
  • Equal opportunity
  • Wellbeing

Fighting climate change

ION is committed to minimising the impact of its activities on the environment. We are a company of 29 employees with a hybrid working model that significantly reduces our impact on the environment.

The key commitments that address our environmental impact are:
• Minimise waste by evaluating operations and ensuring they are as efficient as possible.
• 90% paper-free environment and aiming for 100% by 2026.
• Actively promote recycling both internally and among customers and suppliers.
• Work with responsible partners who can demonstrate a commitment to environmental sustainability.
• Meet or exceed all the environmental legislation that relates to the Company.
• Where employees attend the office, onsite meetings or need to travel for other business activities, we are considerate around travel and aim to use public transport or car share where possible.
• Hardware Recycling Programme, which helps provides used IT equipment back to the community. This helps reduce landfill and the unnecessary manufacturing of goods that use of precious metals. More information can be found at www.ionhq.co.uk/hardware-recycling-programme.

We recognise that the bigger impact of our activities comes from Sage, and we're pleased to say they have an extensive and robust programme to minimise their digital footprint, Sage's environmental and sustainability policy demonstrates their dedication to not only minimising their own environmental footprint but also driving positive change in the wider business community towards a more sustainable future.

Sage and Amazon Web Services (AWS) are on a path to powering their operations with 100% renewable energy by 2025, as part of our commitment to reaching net-zero carbon emissions by 2040. In 2022, 90% of the electricity consumed by Amazon was attributable to renewable energy sources. Sage's renewable energy investments help power data centres around the world.

Tackling economic inequality

At ION, we recognise the transformative power of education, and the crucial role technology plays in modern learning environments. That’s why we donate our high spec pre-loved laptops to UK schools.

As well as the positive environmental benefits of the scheme, we aim to enhance the learning experience of students while giving back to the local community and close the technology gap.

Charity Teach First found that four out of five (84%) schools with the poorest pupils do not have enough devices and internet access. We aim to address this as much as we can, as we believe all children and young people should have equal access to technology.

Equal opportunity

ION is dedicated to fostering equality and diversity within its workforce and eradicating unlawful discrimination. Our goal is to ensure that our employees represent all facets of society and our customer base, fostering an environment where each individual feels valued and empowered to perform at their best.

We are committed to non-discriminatory practices across all aspects of our operations, including the provision of goods, services, and facilities to customers and the public.

Our policy aims to:
Ensure equality, fairness, and respect for all employees, regardless of their employment status or protected characteristics under the Equality Act 2010.
Oppose and prevent all forms of unlawful discrimination, including in areas such as employment terms, grievance handling, dismissal procedures, and training opportunities.
Promote equality and diversity as fundamental principles of good business practice, creating a workplace that is free from bullying, harassment, victimisation, and discrimination.
Provide comprehensive training to managers and staff on their rights and responsibilities under the equality policy, emphasizing the importance of maintaining a respectful and inclusive workplace.
Take complaints of bullying, harassment, victimisation, and discrimination seriously, addressing them through appropriate grievance and disciplinary procedures.
Offer equal opportunities for training, development, and advancement to all employees, based on merit and without bias.
Regularly review employment practices to ensure fairness and compliance with the law, while monitoring the composition of the workforce to track progress towards diversity and inclusion goals.
Fully support the equality policy at all levels of senior management, with details of grievance and disciplinary procedures available in the staff handbook.

Employees retain the right to raise grievances or pursue claims of discrimination through the organisations procedures or employment tribunals, without fear of retaliation.

Wellbeing

At ION, we know our people are our biggest asset, which is why we place a high value on teamwork and fostering great working relationships.

Aside from enabling us to create a great service, this also improves our staff health and wellbeing.

We provide: free refreshments and snacks for all staff, encourage regular breaks, provide regular social events, support staff with flexible working to make family life less stressful, encourage time for exercise in and around the working day and hold quarterly team building days.

We aim to support a varied range of activities suggested by staff members, and most recently we have taken part in golf coaching sessions, axe throwing, painting classes and a charity basketball tournament - all provided by the company to ensure work never prevents a team member from maintaining good physical and mental health.

Pricing

Price
£4,500 to £18,000 a unit a year
Discount for educational organisations
Yes

Service documents

Request an accessible format
If you use assistive technology (such as a screen reader) and need versions of these documents in a more accessible format, email the supplier at rob@ionhq.co.uk. Tell them what format you need. It will help if you say what assistive technology you use.