Services · Diagnostic

“As is” assessment of accounting software, including sustainability analysis

SAA

Assesses the current accounting software, including functionality, sustainability, controls, support arrangements, reporting capability and future-fit.

What changes

More reliable financial data, better reporting, stronger audit readiness and improved system-enabled finance operations.

What you get

Completed as-is assessment of the accounting software with evidence log SAA001
System scoring heatmap and gap log across the five assessment dimensions SAA002
Total cost of ownership and sustainability analysis workbook SAA003
Accounting software assessment report with options analysis, recommendation and prioritised roadmap SAA004

What has to come first

NAHNeeds Assessment Report - National Head Quarters or NABNeeds Assessment Report - Branch/District Recommended

Needs assessment findings ground the pain points, audit issues and reporting gaps the assessment must test

Who is involved

From the National Society's side. This is what the engagement asks of your people.

Your own staff work alongside the adviser throughout, so this is a commitment of their time as well as the Centre's. Ask in the request and you are given the day estimate per role before anything is signed.

Role	What they do
HNS Head of Finance / finance systems owner	Primary user and process owner
HNS finance team	Day to day users and report preparers
HNS ICT/IT Manager or service provider	Technical and security input
HNS Secretary General / senior management	Decision makers on the recommendation
HNS procurement	Vendor contract and procurement implications
Internal audit / risk function	Controls and governance perspective
Branch finance users	Where system use is decentralised
Software vendor / implementation partner	Support and roadmap input

How it is measured

Indicator	Target	Evidence
Assessment completed across all five dimensions with tested evidence	100% of agreed scope	Completed SAA001 with evidence log
Assessment report with recommendation delivered within target time of kick-off	10 weeks	Dated SAA004 report
Management decision on system direction taken after report presentation	Within 4 weeks	Leadership minutes or signed decision pack
Red-flag control and security gaps assigned an owner and deadline	100% of red-flag items	Improvement tracker

Tools

4 of 4 ready to download.

SAA001 “As-Is” Accounting Software Assessment - Template Template DOCX
SAA002 System scoring heatmap and gap log Template XLSX
SAA003 Total cost of ownership and sustainability analysis workbook Template XLSX
SAA004 Accounting software assessment report with options analysis and roadmap Template DOCX

Standards

COSO Internal Control - Integrated Framework
GFDC Operational Framework (intake, triage, service workflow)
HNS finance manual, accounting policies and close procedures
ERP configuration documentation and vendor manuals
ISO/IEC 27001 and good-practice information security concepts
HNS IT/ICT policies and data protection policy
Vendor contracts, SLAs and product lifecycle documentation

Request this service

The form arrives with SAA filled in. You can change it, and you do not have to be sure.

Request SAA

Code: SAA
Tier: Diagnostic
Outcome area: 4 · Finance operations, reporting, systems and audit readiness
Deliverables: 4
Tools: 4 of 4

Comes before

3 services name this one as a prerequisite.

Not sure this is the one?

Start from the problem instead of the service code.

What do I need?

Describe the problem, not the service

You do not need to know which of the 124 to ask for.

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