Setting up a consolidation and management information system

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

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

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

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