New Year, New ERP Software.

The new year is just around the corner, offering a real opportunity for a fresh start. For agencies, consultancies, and IT service providers, this means more than just resolutions; it means creating clarity. What is often underestimated: A good tool not only changes processes but also enhances the sense of control within the company. 

If you accurately track your income and purchases from the start and keep an eye on them from January to December, you enter the year with a significant advantage. You gain foresight, not just hindsight, into revenue, cash flow, and capacities. You can determine whether you're well-positioned for the coming months or if there's a need for action in acquisition.

Imagine logging in and instantly seeing if your liquidity is in order. You can check if your capacities have room to spare or if you're nearing a red zone. This brings peace of mind. And when your team can easily record their times, workloads, and ongoing projects, it creates the feeling: "We've got everything under control."

Equally important: The transition doesn't have to become a project that paralyses you. With MOCO, it takes just about 15 minutes to set up an account – and you can start right away. Now is also an excellent time to clean up contacts, tidy up master data, and lay a solid foundation – because with the mandatory e-invoice, your system needs to be ready.

Those who have their numbers under control from day one start the year more relaxed.

To truly get into action, here's a four-week roadmap for getting started with MOCO.

“MOCO has exactly the functions we need daily as an agency and avoids the oversized features known from the corporate world. This allowed us to set up and implement MOCO within just four weeks.” – Schwarz+Matt GmbH. 

To move from planning to execution, here's a clear, achievable roadmap: In four weeks, you'll be ready to go with MOCO – without lengthy training sessions or reliance on service providers. 

The first step is simple: Create your account in just a few minutes. No installation, no lead time – start directly in the browser. Then: Experiment. Set up initial use cases and test how time tracking, acquisition, or billing works for your company.

Involve your team early – ideally with a few power users eager to explore the new tool with you. This phase is about understanding, not perfecting. And if questions arise: Our in-app service is directly accessible from MOCO – no ticket, no hotline – just write and get a response.

Now it gets concrete: Set up your MOCO account for live operation. You have two options – either start with a new, empty account or delete the test data from weeks 1 and 2.

Then set up your company account. For example, add your letterhead or font so your quotes and invoices go out in the right look.

Find everything you need on the Import & Layout page in MOCO. Then dive into the details: Import existing data. Clients, suppliers, contacts – preferably exported from Excel or directly from your old system.

The period between Christmas and the official start of the new year is an ideal time to set up MOCO in peace. No project stress, no operational pressure – and the phone usually stays quieter. 😉

In the fourth week, MOCO becomes part of your operational routine, ensuring your setup works. Record your first real clients and projects – including times, purchases, and invoices.

Additionally: Check your team's capacities. Who is heavily loaded in the coming weeks and months? Are there opportunities for new projects, or are bottlenecks looming? This planning view is invaluable, especially at the start of the year.

Finally, review your financial forecast. With MOCO, you can immediately see how cash flow will develop in the coming months. This provides security – and shows whether you should accelerate acquisition efforts or continue at a relaxed pace.

A 32-person agency that rapidly transitioned with MOCO: “Getting acquainted with the tool took about two to three weeks. During this time, we thoroughly aligned MOCO's logic with our previous working methods – in a small task force of two people. Thanks to MOCO's extensive explanatory videos and well-structured documentation, we had only a few questions, which we clarified via chat. An elaborate kickoff workshop was not necessary.

– Opus Marketing GmbH (32 employees) in an interview. 

You can also harness this momentum – without hours-long workshops.

Now it's your turn: Create your MOCO account in just a few minutes, test your key business processes, and set your system on course for the new year. Starting now benefits you throughout the year: financial and capacity insights included.

Remember: “Stick to the first steps page” – MOCO offers clear tutorials, videos, and a structured introduction. No tedious, lengthy instructions, just concrete: Try it now. And: Our introductory video awaits.

Start today – keep your business in view. You're on track.