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Summary

Summary

MRI Finance Enterprise Consultancy Package – OpenAccounts OpenLink

This consultancy package is aimed at companies who have been using MRI Finance Enterprise (OpenAccounts) for some time and wish to undertake a refresher in importing data and transactions into OpenAccounts from an external system.

Why?

The operational review should identify aspects of MRI Finance Enterprise (OpenAccounts) which are not being used as efficiently as possible, identify knowledge gaps within specific teams and provide an insight into whether the current configuration suits the business requirements of today.  On completion of the course participants will: 

  • Be familiar with the operation of the OpenLink module within OpenAccounts.
  • Be confident at setting up import formats and translation schemes.
  • Be able to upload data manually or by using File Actioner
Pre-requisites
 

The consultant and client will, prior to the consultancy, agree details of the session, confirm start and finish times and any prerequisites. Maximum of 6 people in total.

  • Attendees familiar with OpenAccounts basics.
  • Person(s) who are responsible for:  System Administration.
  • Person(s) who will be responsible for system administration once the module goes live.
  • Person(s) who have sufficient understanding of the current and future business needs of the organisation to enable decisions relating to parameters and area structures to be agreed.
  • Test &/or Live OA company(ies) available for training. 
Includes
 

This consultancy package includes:

  • Initial meeting to discuss high-level objectives including any areas of concern.
  • Review all existing OpenLink Imports to determine improvement.
  • Setting up import formats.
  • Creating translation tables.
  • Interface maintenance.
  • File Actioner setup.
  • Provide a document confirming current OpenLink setup and outlining go-forward recommendations 
Pricing
 
  • Please complete the form opposite to request costs for this option.
  • Should your organisation have Recurring Services or Pre-Paid Credits then you can utilise these for this consultancy. If you would like more information on either of these options, please contact our Solution Optimisation Team ps.solutionoptimisationteam.emea@mrisoftware.com.
  • The purchase of more than 1 package may attract a discount - please contact us to discuss your requirements.
 
Delivery
 
This is remote delivery; should you wish to have this delivered at your organisation a separate quotation can be provided.