Insightful Discoveries
Our two-stage discovery methodology helps us understand your goals and how best to achieve them.
First, we draw solid conclusions during sales conversations, a tour of current operations, and multi-level discussions. The process generates a lot of certainty about how BudgetSense and our services will help you achieve desired results. The second discovery stage involves making detailed plans for transitioning to BudgetSense from your legacy system. At this time, provisions are made to ensure that intended performance improvements are addressed in the plan.
Challenges
There’s no stopping midstream. Time-outs are not an option when migrating to a new financial management system. Payrolls have to be run on time, accurately. New hires need to be sourced; substitutes must be scheduled before the bell rings. Simply put, the day-to-day must continue, without a hitch.
It’s all about you. Your overall goal to improve current systems adds yet another challenge. Goals vary from organization to organization. Nonetheless, the process has to yield a solution that meets your specific requirements. Cookie cutter solutions are out of the question. You know it, we know it.
Discovery Process - A Blueprint for Success
Discovery aims at gaining a complete understanding of your goals and expectations, how the current system and related processes work, desired project timelines, and so much more. We produce a project blue-print, including quantifiable estimates of the return on investment you should expect, both immediately and in the long run.
The process works—it yields a successful transition to our highly regarded BudgetSense software and service solutions. And we’ll see to it that you won’t miss a payroll!
Business Office Processes: We review current accounting policies and procedures, budget development and controls, procurement methods, employee time, attendance and budgetary position controls to understand your operations and challenges.
Compliance and Reporting: Our fresh look at your reporting requirements, information quality, timing and responsiveness plays a huge role in shaping our software and support solutions and performance objectives.
Software Functionality: A review of your existing systems allows us to quantify the potential benefits of an improved solution and adjustments to your operations.
Technology Infrastructure: We analyze your existing configuration and determine alternatives that will help meet your organizational goals.
Our discoveries point to the way to a Reliable Solution.