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Software Solutions

ExcluServ aims to assist organisations in identifying the right software for their particular needs while ensuring a cost effective implementation. Our senior consultants have experience as systems accountants, project managers and implementation experts. We are independent from software vendors, so will help you make the right decision (for you!). Feel free to This e-mail address is being protected from spambots. You need JavaScript enabled to view it for a free consultation.

ExcluServ has been involved in a number of software solutions that include:

  • Review, selection and implementation of accounting packages (Infor/SUN, MS Dynamics NAV, MS Dynamics GP, SAGE 50/100/500/1000, Quickbooks, Pastel).
  • Integration between accounting and peripheral business systems to reduce error, improve efficiency and improve control e.g. fundraising (Progress, Raisers Edge); trade union membership (bespoke); timesheet, expense and invoicing (TallyPro); events management payments (bespoke); government procurement cards (VISA).
  • Automation of the production of management information and annual financial statements via SQL reporting (Excel display), Microsoft Reporting Services, VisionXL and data extracts from proprietary databases.
  • Roll out of a web based purchase ordering system with full workflow, on-line approval and document imaging (for over 300 end users).
  • Design and development of budgeting tools at various levels including: simple spreadsheet models that consolidate through Excel VBA; more complex multi sheet excel interface with SQL back end; off the shelf or bespoke tools.
  • Review and implementation of non financial software and tools of various types including: Programme Management Database, CRM systems, Events Booking system, Project time and cost recording software.
 

What our clients say

 

"ExcluServ delivered a cost effective and sustained programme of improvements"


James Steel
Finance Director CAFOD

 

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