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  • We fight for your success

    Performance depends on people skills and fine-tuned work processes. We focus like a laser beam on these key building blocks. Together, we set goals, target dates and timetables, arrange and conduct training sessions that promise to spawn an entirely new generation of super heroes.   

  • UNIFUND SERVICES

     

    ON YOUR SIDE

    From Day One, our team joins with yours to meet your goals. And that's just the beginning.
    Planning and Training

     

    THINK DIFFERENT

    Let our experience guide you through planning and implementation.
    TECH MANAGEMENT

     

    PROTECT YOUR DIGITAL ASSETS

    Financial data is a mission-critical asset. Let us help you build a fortress around yours.
    SUPPORT

     

    PEACE OF MIND

    Our SAMs know their stuff. And our online resources are there where and when you need them.
  • “Make UniFund's training and implementation personnel aware of your staff’s mindset regarding change. They will help to make you a hero." 

    Services - Planning and Training

    When ground-breaking enterprise technology comes along, it isn’t automatically easy to use. Collate that reality with our business motto of helping you achieve peak operating performance, and it's obvious that the rubber hits the road when it comes to services. And training is the first of four service programs that aim to help you benefit from your software purchase. 

    The BudgetSense Implementation Plan

    Our extensive implementation plan has over 10 years of experience behind it, beginning with the early four- module configuration to the present and robust fourteen-module configuration that also includes employee Internet access.  

    The plan starts at a very high level and ends with preparing you to reconcile cash! Yes, we mean service! And the plan also addresses the ways you want your office to work in the future. 

    “I promised my staff that we were not going to change anything quickly…but that we were going to change. That declaration was just vague enough to pique their curiosity and engage them in the planning process.” 

    Pre-Implementation Planning 

    We begin well before software installation, by outlining with you the core elements of your new enterprise system.  

     Core elements covered in this phase includes review of your expectations for going live and expected improvements; data conversion; the BudgetSense operating structure, including security; schedules and training dates; and lastly, the computer technology requirements and related delivery schedules. 

    "We converted our budget process into one that is more technologically oriented. Our new laser-printed PO system is the envy of our neighboring districts. Delegations from other districts have visited our business office to learn more about how this format was introduced to the various administrators in the district. Our most recent visitors have lauded Mrs. Holmes on efficiency with the installation, development and training in instituting this comprehensive budget format. Site-based management of the budget can be easily accomplished now with the help of this software implementation.” 

    Software Installation 

    A UniFund IT consultant delivers and tests BudgetSense on your hardware. Your IT personnel are invited to participate and become well oriented with the platform environment. 

    “The built-in online help advice is terrific. It was not like we were left out in the cold. The on-site training and go-live assistance was appreciated.” 

    "One of the reasons why we have been able to withstand large annual budget cuts has been our efforts to train our people on how to use technology to do more in less time and to do a better job of managing the City’s budgets and financial resources.” 

    Configuration and Training

    Eighty percent of installation and training takes place in this phase, beginning with delivery of converted data, security, workflow configuration, and basic accounting system maintenance. We review new workflow opportunities and plans to fine-tune employee routines and responsibilities.  

    Training is guided by a detailed plan to bring the modules and work-functions live. This aspect of planning is impacted by calendars, your preferences, and our ongoing guidance. 

    Implementation concludes with one all-important detail, bank reconciliation! 

     

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