Are you making the most of your business system?

Your system should move with your business into the future. Users of Unit4 Financials rarely make full use of the functionality available and therefore a Health Check/Systems Review can identify where changes can be made to enhance performance and ensure the software is being used more effectively.

The in-depth analysis is performed by one of Millennium’s experienced Principal Consultants who investigates the current technical setup, business processes and operational performance. A detailed report is subsequently produced which documents their findings and makes short, medium and long term recommendations for improving the use of the software.

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How it works:

Provisional itinerary

We arrange a provisional itinerary with you and agree a convenient date to carry out the review. The review requires access to key stakeholders from your Finance and IT teams and can be conducted either onsite or remotely depending on individual requirements.

Timing

The time needed for the systems review depends on complexity and which Unit4 Financials modules are being used but typically takes between 2 days (1 on-site and 1 day write-up) and 4 days (2 on-site and 2 days write-up).

The report

The report provides options to make greater use of the software’s functionality, improve business processes, reporting, integration and increase user knowledge. It also provides the information necessary to deliver support and create a project plan if required.

The 4 day review will include:

What is the output of a Systems Review?

The output is a report with detailed recommendations which then can become a client’s “Unit4 Financials improvement roadmap” for the coming months and years ahead.

The recommendations are split into short, medium and long term improvements and cover the 3 key aspects of making your Unit4 Financials system a success – People, Process and Technology.

Note that there is no obligation for a client to proceed with all (or any of them) but going through this process and formally setting out this roadmap helps clients better understand how to best move things along to gain optimal performance from their finance system.

What if I just want to do an “as is “upgrade?

As well as highlighting operational improvements, the Review also looks at the technical landscape and provides recommendations on which version of Unit4 Financials clients should upgrade to, giving guidance on when they should upgrade and outlining how to move forward with the upgrade.

Whilst some clients may only wish to upgrade on an “as is” basis, (for example, to ensure they continue on a supported software version) we often find that the Review identifies other changes that are either required for the upgrade process or may bring considerable improvement to “as is” processes if implemented as part of the upgrade.

For these reasons we would recommend that clients still undertake a Millennium Systems Review if the main thrust behind the project is a pure Technical Upgrade.

Upgrading your finance software can provide new functionality, increased automation and more efficient processes.

Contact us for further details


Interested in finding out more about a Systems Review?

Submit your details and one of our Unit4 Financials experts will be in touch.