Page 41 - Millennium U4F Brochure 2021
P. 41

 The 4 day review will include:
    Day 1
Business Process Workshop followed by meetings
with relevant stakeholders/ users.
Day 2
System and processes review with the System Manager in
line with Day 1 meetings.
Day 3
The Systems Review Report is produced which covers everything discussed and identified in Day 1 and Day 2 and provides solution options for each issue and short, medium and long term recommendations. This report is then distributed by email and hard copy.
Day 4
This normally takes place one or two weeks later, once all relevant parties have reviewed the report. This day typically consists of stakeholder meetings to
run through the report in detail, answer questions, define strategy and compile a high level project plan.
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 Unit4 Financials Systems Process and Strategy Review
Systems Review/Report
Not all Unit4 Financials clients make optimum use of the power
of the software available to them. Millennium’s Unit4 Financials System Review is designed to help companies identify areas where they can improve performance
and ensure they are getting the most out of their investment in Unit4 Financials. The reviews
are led by one of our Principal Consultants who will review your current Unit4 Financials set-up and processes. The output is a report detailing their findings and outlining recommendations on areas of improvement based on either application changes or changes in operational process.
How it works
We discuss a provisional itinerary with you and arrange a convenient date for the consultant to undertake the review. This review requires access to key stakeholders from your Finance and IT teams and
can take place on-site or remotely depending on your requirements.
The length of time required for a system review depends on the level of complexity and the Unit4 Financials modules in use but typically ranges from 2 days (1 on-site , 1 day write-up) to 4 days (2 days on-site, 2 days write-up) of chargeable work.
What is the Output of the 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 versions) 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 System Review if the main thrust behind the project is a pure Technical Upgrade.
The report provides options to improve software functionality, business processes, reporting, interfacing and enhance user knowledge. It also provides Millennium with the information needed to deliver support and provide project plans if required.
 































































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