Bear Consulting Services
Free self-serve check

Unit4 configuration health check

Twelve questions, about two minutes, scored on this page. No email address, nothing submitted anywhere.

01

How it works

Twelve questions in six pairs. Each pair is one of the six areas a Unit4 X-Ray assesses formally.

01

Twelve questions, two per area

Configuration drift, defect inventory, control gaps, undocumented architecture, capability deficit and cloud-readiness posture. Those are the six assessment domains the diagnostic uses, and each one gets two questions here.

02

Scored in the page

Each answer scores nought, one or two. The six pairs give six area scores and a total out of twenty-four. The arithmetic runs in your browser when you select Show my result.

03

The result names your two weakest areas

One band, then the two areas that scored highest, with one sentence each on what a Unit4 X-Ray does in that area.

This is a self-assessment. It records what you believe to be true about your Unit4 HR and payroll configuration. It is not a diagnosis of the estate.

02

The twelve questions

Answer for the Unit4 HR and payroll estate you are responsible for. Every question is answerable by a sponsor who is not a Unit4 administrator, and none asks for a number, a name or anything that identifies an organisation.

Area 01: configuration drift
1. Can you produce a current, agreed list of the personnel and position attributes and flexi fields in use, each with a named owner?
2. When a position or a resource record is changed, is there a record of who authorised the change and why?
Area 02: defect inventory
3. Do you hold one list of open Unit4 HR and payroll faults, each with a root cause recorded rather than a workaround?
4. Do absence or payroll errors get carried from one period into the next because nobody can close them?
Area 03: control gaps
5. Have Unit4 roles and access rights been recertified in the last twelve months, with leavers removed?
6. Is there a current segregation-of-duties and approval-limit matrix for Unit4 that somebody owns?
Area 04: undocumented architecture
7. Is there a written procedure set covering the monthly payroll cycle that a new starter could follow?
8. Is there a current written picture of the interfaces, alerts and automated tasks around Unit4?
Area 05: capability deficit
9. Can your own team write and run the browser queries, Excelerator templates and reports it needs, without external help?
10. Is each year-end and statutory patch proved against a written plan before the live run?
Area 06: cloud-readiness posture
11. Do you know which Unit4 processes still depend on the smart client, and what the web client equivalent is for each?
12. Do data loads and migrations into Unit4 have documented validation and rollback criteria agreed before the load?

Twelve questions to answer. The result appears in the next section.

03

Your result

The scoring runs in this page. Nothing is sent anywhere, nothing is stored and nothing is kept after you close the tab.

Not scored yet

Answer the twelve questions above and select Show my result. Your band, your two weakest areas and what a diagnostic does about each will appear here.

04

What this check is not

Twelve self-reported answers are not an assessment of an estate.

This page cannot see your configuration. It has no access to your system, and it scores only what you have told it. Two people in the same organisation can answer the same twelve questions differently, and the check has no way of knowing which of them is right.

A Unit4 X-Ray is what looks. It is a structured strategic diagnostic of a defined area of a Unit4 Business World estate, delivered as a written executive-grade assessment with a prioritised remediation roadmap, and it runs on read-only system access, stakeholder interviews, diagnostic queries and a configuration trace rather than on self-report.

05

What the priced diagnostic adds

Four things this page cannot do.

01

Evidence instead of self-report

Discovery runs through read-only access to the Unit4 environment and interviews with the stakeholders who operate it.

02

Diagnostic queries and a configuration trace

Analysis is done against the system itself, across the area of the estate agreed at scoping.

03

Three written deliverables

A plain-English executive report, a technical configuration blueprint for the systems team, and a sequenced remediation roadmap with effort and risk profile.

04

The evidence pack stays with you

The SQL evidence pack and diagnostic queries are handed over at the end of the engagement for internal reuse.

Price
£14,750indicative; subject to scoping
Duration
About 3 weekssubject to agreed scope
06

Read more

Three pieces that cover the same ground in writing.

Diagnosis

Twelve checks you can run on your own Unit4 HR and payroll configuration

The written form of this check, taking the six areas one at a time: configuration drift, defect inventory, control gaps, undocumented architecture, capability deficit and cloud-readiness posture.

Diagnosis

Absence, work schedules and entitlement: where a Unit4 estate drifts

Code and category design, half-pay and nil-pay transfer, balances and holiday calculation, and the open absence errors that carry between periods.

Awareness

What configuration debt looks like in a mature Unit4 estate

What drift is, where it accumulates, why it survives, and what it costs at upgrade.

07

Start with a 30-minute call

The call is with Mircea Rogojan-Rush, who founded the practice and delivers every engagement.

Thirty minutes. You leave with a view on whether the model fits, and which of the five ways to engage matches the situation you have described.

Commissioning is subject to your organisation's procurement rules and delegated authority.