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Summary

Summary

MRI Finance Enterprise Consultancy Package – Version One Review

This consultancy package is aimed at clients who have been using MRI Finance Enterprise (Version One) for some time and wish to carry out a review of Version One invoice automation configuration and operation.

Why?

The operational review should identify aspects of MRI Finance Enterprise (Version One) 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 concepts of Version One DB Capture Administration and be confident with the processing of documents.


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 Version One invoice automation basics.
•    All delegates should have a Version One client Licence ensuring the system will be available during and immediately after the consultancy.
•    Person(s) who are responsible for:  Version One System Administration and Operation.
•    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 Version One Profiles available for training.

Includes
 

This consultancy package includes:

  • Initial meeting to discuss high-level objectives including any areas of concern. 
    •  Discuss the use of Smart Mail.
    •  Are there are any issues or enhancements to Templates you would like to discuss .
    •  Review the Invoice and Credit Note processing options. Auto matching of Purchase Orders to Invoices, eBIS Invoice Approval, Repairs and matching to 3rd Party Systems.
    •  eBIS Invoice workflow review.
    •  Ensure Version One and Invoice Processing is optimised.
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.