Setting up a consolidation and management information system

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  1. INITIAL PHASE

    Processes:

    • assisting in the implementation of a new financial process
    • analysing the impact of the new tool on the organisation and processes
    • initiating the process of adoption by administration staff,
    • consolidators and key users

    Systems:

    • assistance in choosing the tool
    • analysing the functional coverage of the chosen software
    • planning the roll-out schedule of the new software

    Principal deliverables:

    • quality assurance plan,
    • general analysis reports
    • responsibilities matrix
  2. STAGE 2: GENERAL DESIGN PHASE

    Processes:

    • define all the actions necessary to support change (training, documentation)

    Systems:

    • prepare detailed specifications for software configuration
    • define the elements of the technical architecture

    Principal exercises:

    • deliver the training and documentation schedule
    • define post-launch support for users
    • plan and deliver detailed design workshops

    Principal deliverables:

    • detailed design reports
    • briefing document for the transfer of historical data
    • training and documentation schedule
    • communication and deployment schedule
  3. STAGE 3: RECEPTION PHASE

    Organisational:

    • testing and verifying the consolidation of data entered and the compilation of consolidated financial information
    • identifying non-compliances vis-à-vis the detailed specifications

    Principal exercises:

    • fine-tuning the reception protocol
    • coordinating the processing of configuration anomalies
    • testing fixes; non-regression testing
  4. STAGE 4: LAUNCH PHASE

    Organisational:

    • assisting with user training
    • assisting users with launch
    • assistance with 1st consolidation

    Systems:

    • perform the first group consolidation using the system
    • carry out the historical data transfer exercise

    Key concepts

    • change management
    • project management
    • mastery of configuration techniques
    • functional skills
    • independence