Services

I am a Contract Systems Accountant with more than 15 years’ experience of implementing Deltek-Maconomy finance and business systems in the Marketing Services industry.

I have particular expertise in multi-company shared service environments covering thousands of users.

I have a track record of producing standardised and efficient implementations with a toolbox of methodologies for data gathering and cleansing, build file preparation, build management, data importing, and brought-forward balance transfers.

Implementation Project Management

To be truly effective and successful, a business system implementation project manager must understand all of the challenges faced in every phase of an implementation. To allocate and prioritise the use of project resources, the PM must know what is important and when it is important.

Having a true feel for this cannot be taught – it must be learned by experience – and not everyone has the qualities to work through a full project lifecycle and emerge wanting a crack at another one.

As a veteran of many marketing services agency implementation projects, I know how these projects work – the problems and pitfalls, when they’re likely to occur, and how to prevent – or deal with – them, and mitigate their effects.

Business Process Analysis

This requires in-depth knowledge of the workings of the marketing services sector, expert knowledge of the Maconomy system, and the ability to communicate.

I’ve worked on implementations for some big names in advertising – BBH, DLKW, Grey, Leo Burnett, Ogilvy & Mather, WCRS … as well as many other agencies – so I understand the business processes in this sector.

I work with senior finance and business managers to analyse their current business processes, advise them on process reengineering, and the configuration options at their disposal to realise the full benefits of a system as capable as Maconomy.

System Specification and Configuration

Configuring a new Maconomy system requires hundreds of critical decisions to be made, many of which influence or limit the choices available for subsequent decisions. Some decisions are important to make early, and some should be deferred until initial testing is complete – until you’ve been through the process several times you won’t know which are which.

The process of setting up Maconomy is iterative, and to make truly informed decisions you have to understand key aspects of Maconomy’s core functionality. If you’re on your first implementation, you cannot possibly get this right on your own.

System Builds

A Maconomy system build is an almost fully automated thing of beauty. This is important because it allows limitless iterations of test systems to be built so every aspect of a configuration can be tested, pulled apart, and rebuilt – daily, if necessary – until you are fully satisfied with the build you go live with.

To make this happen requires expert knowledge to create, maintain, and update the complete set of files it takes to build a fully functioning and customised system.

System Testing

To test a system build, you have to know how it should work – and it is useful if you know which bits of the configuration you can change on the fly, and how this can be done.

Balance Transfers

Maconomy eats large Journals for breakfast! Data import automation creates journals with tens of thousands of lines, making it super easy for you to bring forward your opening balances in as much detail as you want – your only real limitation is the time it takes you to prepare the data and check it after posting.

A typical brought forward data set might consist of: 3,000 unreconciled sales and purchase ledger entries; 10,000 WIP entries; 150 unreconciled cashbook items; 1,000 fixed assets; 350 P&L and 200 Balance Sheet balances; 800 Jobs; 500 Approved Estimates; and 200 open Purchase Orders.

I use a proven methodology to transfer correctly aged brought forward balances, entry by entry, each one carrying the full detail of the original transaction so any opening entry can be traced back to its origin in your closing trial balance. With guidance and support an experienced finance team can easily complete the process within the first two weeks of a system going live – comfortably in time for the first month end – and the process leaves a full audit trail and supporting documentation with which to prove the integrity of the opening balances.