Site Audit - Consolidation Option

The Site Audit service is offered to existing SunSystems clients to help determine whether the existing system best meets current and planned requirements.  The Consolidation Option of this service focuses on the need to aggregate data from different business entities within a group of companies.

It is used to evaluate:

  • How utilities and mechanisms in SunSystems can be used to make consolidation easier
  • 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 service in conjunction with your organization’s staff, in order to determine potential ways to simplify the consolidation process. The primary deliverable is a Site Audit Report that will:

  • Summarize the consolidation 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 potential for improvement

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

  • Multiple companies / entities in different regions using the same business model, requiring consolidation of different currencies
  • Need to accurately aggregate financial information for month-end reporting
  • Use of multiple spreadsheets requiring data to be re-keyed

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

  • 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.

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