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Site Audit
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The Site Audit service is offered to existing SunSystems clients to help determine whether the existing system best meets current and planned requirements.

It is also used to evaluate:

  • How your existing configuration can be improved to provide a better solution
  • Whether your current infrastructure can be improved upon
  • Whether current operating practices make best use of SunSystems functionality

Primary deliverable
Senior SunSystems consultants carry out the Site Audit in conjunction with your organization's staff. The primary deliverable is a Site Audit Report that will:

  • Summarize the business requirements that have given rise to the report
  • Present our recommended solution to meet the requirements
  • Offer additional advice for areas where the consultant has identified that improvements may be possible

The Site Audit service is appropriate for your organization if you have one or more of the following criteria:

  • A range of operating problems and inconsistencies
  • Need to activate additional functions in your software 
  • An older version of SunSystems
  • Installation on ISAM or BTRIEVE platforms
  • Need to move to euro accounting
  • Requirement to replace UVM with 4.2.6 functionality
  • Interest in acquiring additional modules

The work carried out during a Site Audit may comprise one or more of the following elements, depending on your specific requirements: 

  • Application audit
  • Technology audit
  • Reporting requirements review
  • Integration requirements review

A Site Audit will generally be run as follows - the weighting given to each element and the sequence in which they are carried out may vary from client to client.

Audit initiation

  • Statement of your issues
  • Initiation meeting
  • Terms of reference

Analysis stage

  • Workshops and meetings with your organization's staff, to cover all issues and to ascertain solutions 
  • Time on systems to investigate practical issues

Delivery stage

  • Draft report with recommendations
  • Report review and acceptance


  • Review meeting to discuss recommendations and agree the way forward
  • Follow-up action as required

All Site Audits are delivered under the SunSystems PQIS methodology, which ensures that the service is delivered with maximum efficiency and minimum risk.

SunSystems is a portfolio of integrated financial management and business intelligence applications, which help decision-makers gain a broader perspective on the business, and provide the ability to analyze the operational detail.

For more than 20 years, we have delivered global, low-risk solutions that are designed for rapid, low-cost deployment, helping our users to meet the demands placed on the finance function.

To find out more about our solutions, click here.

  Location: Home Page > Consulting