Are you making the mostof Unit4 Financials by Coda?

As with most applications, Financials users rarely take full advantage of the functionality available to them. A system review provides the ideal opportunity to identify where changes can be made to enhance performance and ensure the application is being used in a way that maximises its potential.

Undertaken by one of our Senior Consultants the review assesses the current technical setup, business processes and operational efficacy of your system. The findings of this analysis are then documented and any recommendations made are categorised as short, medium- and long-term dependent on the ease of their implementation.


How it works:

Provisional itinerary

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


The time needed for the systems review depends on the complexity and which Financials modules are used but typically takes between 2 days and 4 days.

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 by Coda improvement roadmap” for the coming months and years ahead.

The recommendations are broken down into short-, medium- and long-term improvements and cover the three 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 they can extract the maximum benefit from the application.

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

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 by Coda 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 even if the main driver behind the project is purely a Technical Upgrade.

Watch episode 14 of our Unit4 Financials by Coda Feature Spotlight series, which outlines what is involved in a Systems Review, including the numerous benefits.

Watch episode 14

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.