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MRI Finance Enterprise Health Check – OpenAccounts and eBIS

This consultancy package is aimed at clients who have been using MRI Finance Enterprise (OpenAccounts and eBIS) for some time and wish to undertake a review of the current configuration. Ad-hoc advice will be given for quick wins, and further recommendations for more wide-reaching benefits will be documented upon completion of the review. 


The operational review will identify aspects of MRI Finance Enterprise OpenAccounts and eBIS which are not being used as efficiently as possible, identify knowledge gaps, and provide an insight into whether the current configuration suits the business requirements of today and in the future.  In addition, areas of functionality not being used will be discussed. MRI will report on the findings and provide a feedback session on the results of the Health Check.


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

  • Attendees familiar with OpenAccounts and eBIS basics.
  • Person(s) who are responsible for:  Day to day operation of each OpenAccounts Module and eBIS System Administration.
  • Person(s) who have sufficient understanding of the current and future business needs of the organisation to enable decisions relating to parameter.
  • Client to provide access to relevant systems.

This health check includes: 

  • Initial meeting to discuss high-level objectives including any areas of concern.
  • Direct sessions with each OpenAccounts Module Lead Accounts Payable, Accounts Receivable, Cash Book, General Ledger, Project Ledger and Reporting.
  • Direct sessions with the eBIS System Administrators.
  • Review all existing systems to determine improvement.
  • Provide a document confirming current configuration and outlining go-forward recommendations.
  • Feedback the results of the Health Check to the Client.


  • 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
  • The purchase of more than 1 package may attract a discount - please contact us to discuss your requirements.
This is remote delivery; should you wish to have this delivered at your organisation a separate quotation can be provided.