Meetings

Replacement Finance System

This page gives details of any meetings held which will, or did, discuss the matter, and includes links to the relevant Papers, Agendas and Minutes.

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Meeting: 02/02/2017 - Management Board (Item 4)

Replacement Finance System - Microsoft Dynamics NAV Demo

Presentation

Minutes:

The Board welcomed Robin Parkin and Yvonne Jennings to the meeting to demonstrate the new finance system called Microsoft Dynamics NAV. This would replace the current system at the beginning of April 2017. The system would come with bilingual functionality and provide an integrated self-service reporting feature, being able to drill down into committed spend. A second package of reporting would be available in phase II of release.  Reconciled transactional data from the current system would be imported to retain past information and enable reporting on long term trends.

As well as being an easier and better system to use, with efficiency features such as an automated invoice capturing system and electronic remittances, it would mean service areas could access information themselves, enabling the Finance team to change their focus from manual tasks to analysis and support.

The project is currently user acceptance testing with training of service area finance staff in March, close to when they need to use the system, and individually with teams to meet their specific needs.