M00078 Embridge-consulting-Upgradev2
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<strong>Embridge</strong><br />
Consulting<br />
Title: Corporate Powerpoint<br />
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U4BW Consultancy<br />
Our Services Include:<br />
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Unit4 Business World Overview<br />
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Widely selected across Universities, UK Local<br />
Authorities & NHS Trusts<br />
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A Modern User Experience<br />
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Reporting Tools to suit a User’s Role<br />
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Key Benefits of Upgrading<br />
Assumes U4BW (Agresso) v7 in cloud environment with some <strong>Embridge</strong> support<br />
Increased capability<br />
GDPR tool kit to help enable compliance<br />
Flexibility: Capacity can fluctuate with<br />
customer needs. Platform can be patched<br />
and upgraded at your pace<br />
Access to <strong>Embridge</strong>; consultancy, design<br />
planning, technical accredited resources,<br />
templated best practise approaches and training<br />
organisation.<br />
More efficient processes for in house staff<br />
Reduced Risk<br />
Access to <strong>Embridge</strong>’s accredited resources<br />
and templated best practise approach.<br />
Immediately removes single point of failure<br />
Quality support for your total solution<br />
with pro-active monitoring plus access to<br />
experts as required<br />
Predictable costs<br />
Patches and software fixes available for a<br />
current software version<br />
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<strong>Embridge</strong> Upgrade Approach<br />
Our approach to conducting U4BW upgrades is based on the experience of our U4BW Consultants in<br />
projects varying in size from the most simple and straightforward, to complex global implementations. The<br />
model used has four stages, as shown below.<br />
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<strong>Embridge</strong> Upgrade Methodology<br />
Our Standard upgrade approach will apply if moving forward with a direct upgrade from one U4BW<br />
version to another using three methods: -<br />
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<strong>Embridge</strong> Upgrade Methodology<br />
A Like-for-Like upgrade of U4BW to a newer version with minimal changes to<br />
current configuration or business processes.<br />
User experience enrichment is the Like-for-Like upgrade plus selected<br />
experience packs to provide enrichment of the user experience and may also<br />
include the review and implementation of selected Business Process<br />
Improvements.<br />
Process Enrichment & Transformation - Enabling significant business and<br />
process improvements by upgrading and implementing the new functionality,<br />
Experience Packs and a review of the customer solution.<br />
Covers Like-for-Like, User Experience Enrichment and a complete performance<br />
review. A re-implementation of the original solution. An overall health check of<br />
the customer’s current solution along with recommendations for improvement.<br />
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Upgrade Planning<br />
The planning stage is vital to the success of the upgrade project. It is an opportunity to assess in detail the work which will be<br />
involved and make decisions about the scope and approach which will ensure that the project will be successful.<br />
Pre-audit questionnaire<br />
(Typically takes 1-2 days<br />
depending on the chosen<br />
option)<br />
Customer site visit<br />
Audit current customer<br />
solution (including<br />
technical)<br />
Discuss options for technical<br />
assistance<br />
Discuss impacts / implications<br />
Identify ‘pain points’<br />
Follow up / review<br />
Implementation / upgrade<br />
following <strong>Embridge</strong>’s<br />
standard approach<br />
Document audit<br />
The audit is documented in a report which will be reviewed with the customer. The report will contain an impact analysis,<br />
recommendations and a technical health check. Once agreed the findings form the basis for the upgrade project plan and costing.<br />
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About <strong>Embridge</strong><br />
“<br />
WE ARE PASSIONATE ABOUT DELIVERING GREAT<br />
RESULTS EVERY TIME;<br />
IT’S PART OF OUR CORE VALUES AND<br />
MAKES US STAND OUT FROM THE CROWD<br />
“<br />
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Key Information<br />
Independent consultancy focusing on<br />
digital transformation services, founded<br />
in 2009<br />
Form long term relationships with clients<br />
through our value added Managed ERP<br />
service<br />
Have worked successful with Unit4 since<br />
the business started, formalised our<br />
partnership as the first Unit4 SI in the UK<br />
in 2015<br />
Act Certified developer - Constantly<br />
developing smart solutions & services to<br />
enable quicker & cheaper deployment of<br />
U4BW for clients<br />
Accredited U4BW Consultants with vast<br />
experience across all modules, core<br />
management team working with U4BW<br />
since late 90’s<br />
Service offering built on operational<br />
experience & a desire to provide an end<br />
to end solution for clients.<br />
60+ Team covering all modules as well as<br />
development/customisation capability.<br />
Specialist training & digital learning solutions<br />
provider<br />
Offices in Kent, Bristol City Centre & Crawley<br />
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Training & eLearning<br />
Training is fundamental to user acceptance – if your staff are not trained correctly, then there is little hope in<br />
them embracing and understand how the new system works! Users need to understand the system fully in<br />
order to get the most out of it – if they understand what and how they are doing something, their efficiency<br />
is multiplied.<br />
Our Training Offers<br />
Comprehensive standardised training on your software<br />
Documentation, user guides & e-learning to your staff<br />
Bespoke training – designed just for you<br />
Why use <strong>Embridge</strong> as your training provider?<br />
<strong>Embridge</strong> has a number of expert trainers across business<br />
system platforms that can provide the support your business<br />
needs.<br />
Our Training Covers<br />
Training on functionality<br />
Systems ‘build’ training<br />
Systems ‘configuration’ training<br />
Module specific training<br />
Reporting training<br />
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Introducing Public U4BW Courses<br />
Based in our<br />
Bristol<br />
training hub,<br />
we have a<br />
number of<br />
public U4BW<br />
(Agresso)<br />
courses<br />
available to<br />
book.<br />
*dates are subject<br />
to change or<br />
cancellation<br />
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Available off the shelf eLearning Courses<br />
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Agresso Customisation Tool<br />
Bespoke ACT developed solutions,<br />
built so you don’t have to!<br />
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Post Implementation support<br />
We can provide a<br />
completely outsourced<br />
model to support your ERP or<br />
provide your internal team<br />
with the expert support they<br />
need to deliver great results.<br />
The choice is yours.<br />
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Merp…working for you<br />
Support Desk –<br />
Two levels of support including triage service and<br />
liaising with software vendor.<br />
Performance stats provided to management including<br />
recommendations for future training.<br />
Manage Processing –<br />
For example; Timesheet, month end processes and<br />
reports or areas causing processing delays in<br />
workflow.<br />
User Management –<br />
Creation and management of new users, roles and<br />
leavers.<br />
System Monitoring –<br />
Monitoring of system processes, system<br />
inefficiencies and report queues with<br />
regular reviews of data integrity.<br />
Remote Consultancy –<br />
Provision of experienced consultants for<br />
functionality fixes, issues and minor report<br />
changes.<br />
Upgrade Support –<br />
Giving you access to the latest software<br />
developments and functionality.<br />
Providing remote and on-site training, user assistance<br />
and quick guides for new users.<br />
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Service levels<br />
MERP Service Desk – via web portal<br />
1 st Level 2 nd Level Remote Consultancy<br />
Routine processes Application issues ACT development<br />
End user assistance U4BW Technical Issues Report Development<br />
Data Maintenance<br />
U4BW Support tickets submitted to<br />
Unit4<br />
Upgrade Support<br />
New user creation Performance Reviews Service outages<br />
Maintenance of users Report creation Application development<br />
Role allocation Support for Interfaces Systems Administration<br />
Maintaining chart of accounts Mentoring Report writing and user training<br />
Simple issue resolution<br />
Supporting roll-out of new<br />
functionality<br />
System Testing<br />
General support maintenance SQL Data table enquiries & updates New module evaluation<br />
Levels of Service – Application Support & Remote Consultancy<br />
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On-boarding plan<br />
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Cloud based Ticketing<br />
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SLA’s<br />
Response times are<br />
included in the SLA,<br />
resolutions time are<br />
indicative and are not<br />
included in the SLA<br />
Effective during our<br />
MERP hours:<br />
Mon-fri 8am-4.30pm<br />
(exc bank holidays)<br />
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Thank you!<br />
@embridgeconsult<br />
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