Consolidation & management information system
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
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
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
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