01
Executive report
For the leadership team
Findings and priorities, with the evidence underneath. A plain-English account of what the review found.
Unit4 X-Ray / HR or payroll diagnostic
See what’s in
your Unit4.
Decide what’s next.
A focused review of one chosen area of Unit4 HR or payroll. Identify the issues and leave with practical recommended solutions and a roadmap for your team.
Scope, fees and delivery arrangements agreed before work starts.
Bear Consulting ServicesUNIT4 X-RAY
01 / FOR YOUR LEADERSHIP TEAM
Executive
report
Findings and priorities first.
The evidence sits underneath.
✓
Findings
01✓
Priorities
02✓
Supporting evidence
03A clear basis for decisions01 / 03
02 / FOR YOUR UNIT4 TEAM
Configuration
blueprint
The technical picture.
Written for the people who run the system.
Configuration
Workflows
Controls
Integrations
Knowledge your team can work from02 / 03
03 / FOR THE WORK AHEAD
Remediation
roadmap
What needs to happen next.
Sequenced by effort and risk.
01In-house
team
team
02Specialist
help
help
03Later
programme
programme
Priorities turned into a plan03 / 03
- Indicative fee
- £7,000Excluding VAT. Subject to scoping.
- Duration
- One week of workTiming agreed at scoping.
- Focus
- One chosen areaHR or payroll.
- What you receive
- Three documentsPlus the reusable SQL evidence pack.
Unit4 expertise, from strategy to delivery.Direct delivery by Mircea Rogojan-Rush.
12 yearsWorking with Unit4 and Agresso
10+ implementationsAcross HR, payroll, learning and finance
Unit4 certifiedMeet your consultant
01 / What you take away
Three documents.
Written for three different needs.
The leadership team needs priorities. The systems team needs detail. Both need a clear plan for what happens next.
02
Technical configuration blueprint
For the in-house Unit4 team
Configuration inventory, workflow architecture, defect register, control map and schema annotations. Detail your team can act on.
03
Sequenced remediation roadmap
For the people delivering the changes
Findings ranked by risk and effort. What your team can fix, what needs specialist help and what waits for the next major programme.
The SQL evidence pack and diagnostic queries are handed over, so your team can run them again.
02 / The assessment
Six areas.
One defined scope.
The review starts with your live configuration and the people who run it. Each finding is validated against the system before it enters the report.
Explore the methodThe review can only use the records your system retains. Where evidence is missing, the report says so.
Configuration drift
Changes since go-live, attribute sets, value lists, flexi fields and ownership.
Defect inventory
Open faults in calculation, workflow, integration and reporting, ranked by severity.
Control gaps
Roles, access, segregation of duties and the approvals believed to be in place.
Undocumented architecture
Workflows, scheduled processes, alerts, custom forms and integrations as they run today.
Capability deficit
What the in-house team can do unaided, where it needs help and what closes the gap.
Cloud readiness
Smart client dependencies and the work needed before a migration decision.
03 / How it works
From discovery
to a practical handover.
One week of work, from the first review to the three written deliverables. Timing and access are agreed before work starts.
01 / Discovery
Understand the system.
Read-only access to your Unit4 system and interviews with the HR, payroll, finance and systems people who run it.
02 / Analysis
Trace the evidence.
Diagnostic queries and configuration review across system tables, workflows, scheduled processes and controls.
03 / Synthesis & delivery
Put the plan in your hands.
The report, blueprint and roadmap are written together, reviewed with you and handed over as one set.
Commissioned through your procurement process. Scope, timeline and deliverables fixed at scoping.
04 / Before we start
A few practical
questions.
What access do you need?
Read-only access to your Unit4 system, plus time with the HR, payroll, finance and systems people who run it. Access and timing are agreed before work starts.
What does the £7,000 cover?
The indicative fee covers one chosen area of Unit4 HR or payroll, from discovery to handover: three documents and the reusable SQL evidence pack. It excludes VAT and is subject to scoping. Configuration changes and remediation work are scoped separately.
Can our team use the work afterwards?
Yes. The report, blueprint and roadmap are handed over, together with the SQL evidence pack and diagnostic queries. Your team can run the queries again without the consultant.
What if the audit history is incomplete?
The review works with the current configuration and the history your system retains. Where there is no evidence of a change or its approval, the report states that limitation.
Is there a smaller first step?
The free Unit4 health check asks twelve questions across the same six domains. It scores your answers in the browser and needs no email address. It is a self-assessment; the X-Ray examines the system itself.
Start with a conversation
What does your team
need to understand?
Every X-Ray starts with a 30-minute call. Talk through the problem, the area to examine and the decision the work needs to support.
Book a 30-minute call
Scope, fees and delivery arrangements are agreed in writing before work starts.
Or start with the free health check