How can you improve your system?
Today’s finance departments are often working with minimal headcount and sometimes everything (not to mention everyone!) can feel a little over-stretched. As businesses evolve, many companies can find that their day-to-day working practices have struggled to keep-up and rather than being a help, the finance system can become a hindrance.
With the pace of technological change intensifying, what used to be a good way of operating may now not be as appropriate - or indeed may be slowing everything down – causing countless workarounds with lost time, effort and frustration across the team.
Our consultants have extensive experience in helping clients take a fresh look at how they work and in helping them to re-align their business processes towards “best practice”. They will know what works well and what doesn’t, what is practical and what is not, what can be achieved and what can’t – plus they can advise on how to get “quick wins” and what the potential pit-falls are.
They can help you re-configure processes and procedures so that lost time and effort is minimised. They can help ensure that workflows, not people, take the strain, that reports “fall-out-of-the-system” rather than needing extensive manual effort, and that the number of items needing human intervention (to reconcile, to match, to resolve, to write-off, to approve) is kept to an absolute minimum.
We want to ensure that everyone is operating Unit4 Financials (formerly Coda Financials) as efficiently as possible and we have a range of available services that have been designed to help:
To help you design and operate off the right architecture/platform for the future.
Business Process Consultants
To help you design and implement new ways of working – enabling you to move to a new Target Operating Model.
To help you configure Unit4 Financials to its best advantage for your team.
To ensure you are on a supported version of Unit4 Financials and your technical team have the appropriate knowledge about the system to keep it operating for you.
To design interfaces between Unit4 Financials and external systems or to create some “add-on” Unit4 Financials Link routines to perform specific functions.
To ensure that both your Unit4 Financials Super Users and your Unit4 Financials End Users are able to operate the system efficiently and effectively.
To ensure that you have the right level of internal resources available to support business operations. You may want your contractors to be application specific (such as having specific Unit4 Financials, COGNOS, SQLSERVER, ORACLE knowledge) and/or role specific (such as testers, business analysts, help desk support, team leads, etc.)
End User Help Desk
To ensure that your end users always have someone they can turn to if they need an answer to a “How do I….” question and you don’t have a suitable Unit4 Financials Subject Matter Expert/Super User in house (or you do and need additional cover for holidays, maternity/paternity leave, sick leave, etc.)
Contact us for further details:
If you are having performance issues we can provide a technical review of your system to investigate the performance, efficiency and safety of your Unit4 Financials System.
Interfacing to 3rd party systems
Uploading data from one system to another can be very time consuming. Our Integration Consultants can design and develop bespoke interfaces between Unit4 Financials and external systems or create “add-on” Unit4 Financials Link routines to perform specific functions.
Business Process Improvements
Our Business Process Consultants to help you design and implement new ways of working – enabling you to move to a new Target Operating Model. All improvements would be identified in the Systems Review Service.
Chart of Accounts Re-design
Our Business Consultants can help you re-design your chart of accounts to suit your new requirements.
Our Business Process Consultants to help you re-configure your Unit4 Financials system, enabling you to move to a new Target Operating Model. All improvements would be identified in the Systems Review Service.
As your business grows and with years of staff turnover, your workflow may no longer suit your staff structure. Our Specialist Workflow Consultants will help you re-design and re-configure your Unit4 Financials workflow. The workshops and design would be included in our Systems Review Service.
As companies grow their reporting requirements can significantly change and you might find your current reporting solution is no longer fit for purpose. Our business consultant can work with you to design and build a new set of reports to fit your current requirements.
Automation of current manual processes
Would automation processes like Bank Statement uploading and reconciling, invoicing, remittances, intercompany, etc. save you time and expense? If so, the Autocash product range may be of interest.
Over years of staff turnover, without regular training you will find your staff user knowledge diminishes, and we often find clients have a perfectly good system, they just need some updated user training.
Document scanning and OCR
Do you do a lot of manual data entry of invoices? Invoice 4 enables you to receive 100% of your invoices electronically.