Unifund fund accounting and revenue management software
Target of Peak Performance BudgetSense RevenueSense Training Support Services
PERFORMANCE BOOSTING SOFTWARE FOR THE BUSINESS OF LOCAL GOVERNMENTS AND SCHOOLS

Training

Training Overview

Software Installation and Training
Switching to a new financial information system can be disruptive to an office. Accounting records and revenue systems must remain in your control and fully operational, payrolls have a zero margin or tolerance for error, and tax bills have to go out on time. Adding to those concerns is the resistance that many people have to change. At UniFund, we appreciate those concerns and take extra steps to reassure your staff of a positive outcome. Our installation and training approach is designed with all these factors in mind. We keep you in control during the critical periods of converting to your new systems. And when you are comfortable with your new environment, we point out software features and functionality that can help you get the job done better, more accurately, and in less time. It all starts with a smooth installation of your software, based upon UniFund’s standardized hardware and software specifications.

Software Installation
Both RevenueSense® and BudgetSense® can be deployed in either traditional client-server or thin-client server-based environments. We recommend thin-client environments for larger installations that require access from remote locations. The determination of environment is normally made in conjunction with your overall investment decision. Prior to software installation, our IT consultants organize a pre-install meeting with you to review system specifications, location, security, and other related matters. Based on formulated plans, we proceed to install, configure, and test Microsoft® SQL Server®, BudgetSense, and RevenueSense software programs, and configure all user workstations. Lastly, we review backup and antivirus configurations, and all details related to Terminal Services, Citrix, Active Directory and Server 2003 with your staff. IT retainer plans in support of RevenueSense and BudgetSense IT infrastructures are available to supplement client IT resources.

Convenient Software Bridges
Through various conversion services and a number of different software “bridges,” UniFund links our Windows® programs to your legacy system. It allows you to run both systems simultaneously and allows legacy operations to be cross-walked into your new programs. This feature often comes in handy for projects with prolonged installation timelines, allowing financial, personnel, and land management data to flow into one system for true organizational control.