NEO TECHNOLOGY LIMITED

Neo Technology Finance, Procurement & Commercial Case Management

Case management capability supporting finance, procurement and commercial functions, enabling organisations to manage financial enquiries, commercial casework and assurance activity through structured, auditable workflows.

Features

• Purchase, supplier and commercial request management
• Invoice queries, disputes and resolution tracking
• Contract-related case handling, including variations and issues
• Grant administration, monitoring and recovery workflows
• Insurance claims intake, evidence management and progression
• Case linking across suppliers, contracts and financial records
• SLA tracking, approvals and escalation controls
• Secure document management, audit trails and reporting

Benefits

• Improved financial governance and control
• Reduced commercial and contractual risk
• Faster resolution of financial and supplier issues
• Strong audit readiness and defensible decision-making
• Improved transparency across finance and procurement activity
• Clear accountability through end-to-end case visibility

• Education pricing available

Service documents

• Pricing document

  PDF

• Service definition document

  PDF

• Terms and conditions

  PDF

Request an accessible format

If you use assistive technology (such as a screen reader) and need versions of these documents in a more accessible format, email the supplier at jennifer.northcote@neotechnologysolutions.com. Tell them what format you need. It will help if you say what assistive technology you use.

Framework

G-Cloud 15

Service ID

329527301779527

Contact

Jennifer Northcote
+447540223233
jennifer.northcote@neotechnologysolutions.com

About your service

• Service categories:

  Applications

  Enterprise resource management

  • Procurement
• Multi cloud support: Yes

Service scope

• Software add-on or extension: Yes, but can also be used as a standalone service
• What software services is the service an extension to: Microsoft Dynamics 365, Microsoft 365, Microsoft Power Platform
• Cloud deployment model:
  • Public cloud
  • Hybrid cloud
• Service constraints: Service is configured to the buyer's requirements during onboarding. Internet connectivity is required. Availability depends on the underlying cloud provider’s services. Custom integrations may require additional configuration.
• System requirements:
  • PDF reader for exported reports
  • Microsoft Entra ID or equivalent identity provider
  • Modern operating system
  • Role-based user accounts
  • API access for integrations
  • Email access for notifications
  • Internet connectivity
  • User device capable of running modern browsers
  • Secure network connectivity
  • Modern web browser

User support

• Email or online ticketing support: Yes
• Support response times: Initial response is provided within one business day for standard support requests. Priority incidents receive an initial response within four business hours during UK business hours. Reduced response coverage applies at weekends and UK public holidays, with critical incidents monitored and responded to on a best-endeavours basis.
• User can manage status and priority of support tickets: Yes
• Online ticketing support accessibility: WCAG 2.2 AA
• Phone support: Yes
• Phone support availability: 9 to 5 (UK time), Monday to Friday
• Web chat support: No
• Onsite support: Yes
• Support levels: A standard SaaS support level is included with the service, providing access to email and online ticketing support during UK business hours for incident resolution and service requests. Enhanced support options are available by agreement and may include extended support hours, prioritised response times and proactive service monitoring. For enterprise customers, a named technical account manager or cloud support engineer can be provided to support service reviews, escalation management and ongoing optimisation.
• Support available to third parties: Yes

Onboarding and offboarding

• Getting started: Customers are supported to get started through a guided onboarding process, including initial service configuration, access setup and validation. User documentation is provided to support day-to-day use of the service, with optional training sessions available to help users and administrators understand key features and workflows. Offboarding is managed in line with defined end-of-contract processes to support a controlled transition.
• Service documentation: Yes
• Documentation formats:
  • HTML
  • PDF
• End-of-contract data extraction: At the end of the contract, users can extract their data using self-service export tools and supported APIs. Data can be exported in open, commonly used formats to support migration, archiving or transfer to alternative systems. Access to data extraction is controlled through role-based permissions to ensure security during the offboarding process.
• End-of-contract process: At the end of the contract, customers are supported to extract their data using the available export tools and APIs. Access to the service is then disabled in line with contractual terms. Customer data is retained for an agreed period to support verification or transition activities and is securely deleted in accordance with contractual requirements and data protection obligations.
• Documentation accessibility standard: WCAG 2.2 AA

Using the service

• Web browser interface: Yes
• Supported browsers:
  • Microsoft Edge
  • Firefox
  • Chrome
  • Safari
• Application to install: No
• Designed for use on mobile devices: Yes
• Differences between the mobile and desktop service: Mobile access supports core day-to-day functionality such as viewing dashboards, completing tasks, capturing updates and submitting data while on the move. The desktop browser interface provides the full feature set, including advanced configuration, administration, reporting and management functions. Functionality is aligned to user roles to ensure an effective and secure experience across devices.
• Service interface: Yes
• User support accessibility: WCAG 2.2 AA
• Description of service interface: Model-driven web interface providing role-based navigation, dashboards, forms and workflow-driven interactions. Users access functionality through a browser-based interface designed for consistency and usability across devices, with permissions determining available features and data visibility.
• Accessibility standards: WCAG 2.2 AA
• Accessibility testing: Accessibility testing has been carried out using a combination of automated testing tools and manual testing with assistive technologies, including screen readers and keyboard-only navigation. Interfaces are reviewed against WCAG 2.2 AA success criteria covering focus order, labelling, contrast and error messaging. Issues identified are logged and remediated as part of the standard development and release process, with checks repeated following material interface changes.
• API: Yes
• What users can and can't do using the API: Authorised users can use the API to create, read, update and retrieve records, configure supported integrations and extract data for reporting or transfer purposes. API access is controlled through authentication and role-based permissions. Core platform configuration, security settings and administrative functions are restricted to authorised administrators and cannot be modified through standard user API access.
• API documentation: Yes
• API documentation formats:
  • Open API (also known as Swagger)
  • HTML
  • PDF
• API sandbox or test environment: Yes
• Customisation available: Yes
• Description of customisation: Authorised users can customise the service through configuration options without writing code. Customisation includes configuring workflows, forms, fields, dashboards, user roles and permissions, as well as integration settings. Customisation is controlled through role-based access to ensure changes are made by appropriately authorised users and do not affect service stability or security.

Scaling

• Independence of resources: The service operates on a multi-tenant cloud architecture with logical isolation between customer environments. Resource controls and segregation mechanisms are in place to ensure that one customer’s usage or demand does not adversely affect the performance or availability experienced by other customers. Capacity is monitored and scaled to maintain consistent service levels.

Analytics

• Service usage metrics: Yes
• Metrics types: The service provides usage and operational metrics including user activity, usage volumes, workflow performance, system events and audit activity. Metrics support service monitoring, performance analysis, capacity planning and governance reporting, with data available through dashboards and reporting interfaces where applicable.
• Reporting types:
  • API access
  • Regular reports
  • Reports on request
• Resource tagging: Yes
• FOCUS resource tagging: Yes

Resellers

• Supplier type: Not a reseller

Staff security

• Staff security clearance: Conforms to BS7858:2019
• Government security clearance: Baseline Personnel Security Standard (BPSS)

Asset protection

• Knowledge of data storage and processing locations: Yes
• Data storage and processing locations: United Kingdom
• User control over data storage and processing locations: No
• Datacentre security standards: Complies with a recognised standard (for example CSA CCM version 4.0)
• Penetration testing frequency: At least once a year
• Penetration testing approach: ‘IT Health Check’ performed by a CREST-approved service provider
• Protecting data at rest: Encryption of all physical media
• Data sanitisation process: Yes
• Equipment disposal approach: Complying with a recognised standard, for example CSA CCM v4.0, CAS (Sanitisation) or ISO/IEC 27001
• Data sanitisation type: Deleted data can’t be directly accessed / Cryptographic Erasure

Data importing and exporting

• Data export approach: Users can export their data using self-service tools provided through the service user interface and via supported APIs. Export capabilities allow authorised users to retrieve data in standard formats for reporting, analysis or transfer to other systems. Access to export functionality is controlled through role-based permissions to ensure data security.
• Data export formats:
  • CSV
  • ODF
• Data import formats:
  • CSV
  • ODF

Data-in-transit protection

• Data protection between buyer and supplier networks: TLS (version 1.2 or above)
• Data protection within supplier network: TLS (version 1.2 or above)

Availability and resilience

• Guaranteed availability: A minimum service availability of 99.9% is targeted on a monthly basis, excluding planned maintenance. Availability is monitored continuously, with service performance reviewed against defined thresholds. Planned maintenance is scheduled in advance and communicated to customers, with efforts made to minimise service disruption.
• Approach to resilience: The service is designed with resilience in mind, using a multi-region cloud architecture to reduce single points of failure. Automated backups are performed regularly and stored securely. Failover and disaster recovery mechanisms are in place to support service continuity in the event of infrastructure or service disruption, with recovery processes tested as part of operational assurance activities.
• Outage reporting: Service outages and service-impacting incidents are communicated to customers through email notifications and a service status dashboard. Notifications provide information on the nature of the issue, affected services and progress updates. Post-incident communications are issued where appropriate to confirm resolution and outline any follow-up actions.

Identity and authentication

• User authentication needed: Yes
• User authentication:
  • Multi-Factor Authentication (MFA)
  • Identity federation with existing provider (for example Google Apps)
  • Username or password
• Access restrictions in management interfaces and support channels: Access to management interfaces and support channels is restricted using role-based access controls and the principle of least privilege. Administrative functions are limited to authorised users only, with authentication enforced through secure identity management and multi-factor authentication where configured. Support access is controlled and audited, with permissions granted only for the duration and scope required to resolve incidents.
• Access restriction testing frequency: At least once a year
• Management access authentication: Multi-Factor Authentication (MFA)

Audit information for users

• Access to user activity audit information: Users have access to real-time audit information
• How long user audit data is stored for: At least 12 months
• Access to supplier activity audit information: Users receive audit information on a regular basis
• How long supplier audit data is stored for: At least 12 months
• How long system logs are stored for: At least 12 months

Security governance

• Named board-level person responsible for service security: Yes
• Security governance certified: Yes
• Security governance standards: ISO/IEC 27001
• Information security policies and processes: Formal information security policies and processes are in place covering access control, data protection, incident management, vulnerability management, change management and supplier assurance. Policies are reviewed regularly and communicated to relevant staff. Compliance with policies is monitored through defined controls, with incidents, risks and exceptions managed through established governance and reporting structures.
• Software Security Code of Practice: Yes

Operational security

• Configuration and change management standard: Complies with a recognised standard, for example CSA CCM v4.0 or SSAE-18 / ISAE 3402
• Configuration and change management approach: Configuration and change management is governed through controlled processes covering request, impact assessment, approval, testing and deployment. Changes are reviewed for operational and security impact prior to implementation and are deployed in a managed manner. Rollback procedures are in place to restore services if issues are identified, with changes logged and auditable.
• Vulnerability management type: Complies with a recognised standard, for example CSA CCM v4.0 or SSAE-18 / ISAE 3402
• Vulnerability management approach: Vulnerabilities are managed through continuous monitoring and regular automated vulnerability scanning across infrastructure and platform components. Identified vulnerabilities are risk assessed and prioritised based on severity and potential impact. Remediation actions, including patching or configuration changes, are applied in line with defined timescales, with verification performed to confirm resolution.
• Protective monitoring type: Complies with a recognised standard, for example CSA CCM v4.0 or SSAE-18 / ISAE 3402
• Protective monitoring approach: Protective monitoring is implemented through centralised logging and monitoring of infrastructure, platform and service activity. Logs and telemetry are collected and correlated to identify potential security events and anomalous behaviour. Automated alerts are generated for defined thresholds and indicators of compromise, with events reviewed by authorised personnel and escalated through established incident response processes where required.
• Incident management type: Complies with a recognised standard, for example, CSA CCM v4.0 or ISO/IEC 27035:2011 or SSAE-18 / ISAE 3402
• Incident management approach: Defined incident response processes are in place covering identification, classification, containment, resolution and post-incident review. Incidents are logged, prioritised and managed through controlled support channels, with clear escalation paths. Customers are notified of material incidents and provided with status updates and incident reports where appropriate. Root cause analysis is performed for significant incidents, with corrective actions tracked to completion.
• Post-quantum cryptography secure: No

Secure development

• Approach to secure software development best practice: Independent review of processes (for example CESG CPA Build Standard, ISO/IEC 27034, ISO/IEC 27001 or CSA CCM v4.0)

Public sector networks

• Connection to public sector networks: No

Pricing

• Discount for educational organisations: Yes
• Free trial available: No

Discount percentage by annual call-off contract value (excluding VAT)

• Less than £250,000: 0%
• Between £250,000 and £500,000: 0%
• Between £500,001 and £1,000,000: 0%
• Between £1,000,001 and £2,500,000: 0%
• Between £2,500,001 and £5,000,000: 0%
• Over £5,000,001: 0%

Non-mandatory Standards and certifications

• ISO/IEC 27001 certification: Yes
• Who accredited the ISO/IEC 27001: NQA
• ISO/IEC 27001 accreditation date: Monday 5 April 2021
• What the ISO/IEC 27001 doesn’t cover: N/A
• ISO 28000:2022 certification: No
• ISO 9001 certification: Yes
• Who accredited the ISO 9001 certification: NQA
• ISO 9001 accreditation date: Friday 5 January 2024
• What the ISO 9001 doesn’t cover: N/A
• Quality management systems (QMS): Yes
• CSA STAR certification: No
• PCI certification: No
• Cyber essentials: Yes
• Please provide your Cyber Essentials Certificate Number: Bd49a111-8592-4a7f-bfdc-d44eb1f2e368
• Cyber essentials plus: Yes
• Please provide your Cyber Essentials Plus Certificate Number: 5f936e31-6de2-4b52-9082-41ad9191e283
• Other security certifications: No

Social value

• Section B - Commitment for Future: Delivery:

  • Mission: Kick start economic growth. To secure the highest sustained growth in the G7 - with good jobs and productivity growth in every part of the country making everyone, not just a few, better off.

    Policy Outcome 1: Fair work: That offers fair wages and good working conditions. Help people get a job, stay in work, and progress in their careers, with good employment opportunities across the country. Notes: Where there is a large proportion of labour costs in the contract, commercial teams should consider MAC in Outcome 1 as a priority

    • New or retained jobs on the contract workforce in the relevant area that meet the criteria set out in MAC 1b, 1c and 1d
    • Providing opportunities for, and measuring and monitoring of, staff workforce conditions over time, including employee engagement, involvement in decision-making and satisfaction and adapting to any changes in the results, with clear processes for acting on issues identified
    • Payment of more than the National Minimum Wage or National Living Wage (as appropriate) to the contract workforce
    • Measures to support in-work progression to help people in the contract workforce, to move into higher paid work by developing new skills relevant to the contract
    • Understanding of the modern slavery risks and issues affecting the market, industry, sector or country (of origin or of source) relevant to the contract, and the workforce in the supplier’s own organisation and those of its key subcontractors

  • Mission: Kick start economic growth. To secure the highest sustained growth in the G7 - with good jobs and productivity growth in every part of the country making everyone, not just a few, better off.

    Policy Outcome 2: Skills for growth: Supporting growth sectors and addressing skills gaps.

    • Understanding of employment and relevant skills issues, and of the education and training issues relating to the contract. Illustrative examples: demographics, skills shortages, new opportunities in high growth sectors, geographic/local community and skills/employment challenges

  • Mission: Kick start economic growth. To secure the highest sustained growth in the G7 - with good jobs and productivity growth in every part of the country making everyone, not just a few, better off.

    Policy Outcome 3: Resilient, innovative and flexible supply chains: Support economic growth through enabling resilient businesses, opportunities for small businesses and voluntary, community and social enterprises

    • Understanding of the types of businesses in the market and the level of participation by new businesses, entrepreneurs, start-ups, SMEs, VCSEs and mutuals

  • Mission: Make Britain a clean energy superpower: To cut bills, create jobs and deliver security with cheaper, zero-carbon electricity by 2030, accelerating to net zero

    Policy Outcome 4: Sustainable procurement practices: Reducing carbon footprints, minimising waste, and promoting the use of clean energy and green technologies.

    • Understanding of opportunities for additional environmental benefits delivery in the performance of the contract, including working towards net zero carbon emissions and use of clean energy and green technologies

  • Mission: Build an NHS fit for the future: That is there when people need it; with fewer lives lost to the biggest killers; in a fairer Britain, where everyone lives well for longer.

    Policy Outcome 8: Increasing productivity through physical and mental wellbeing: In the supply chain and communities in the relevant area.

    • Understanding of issues relating to health and wellbeing, including physical and mental health, in the contract workforce

Service documents

• Pricing document

  PDF

• Service definition document

  PDF

• Terms and conditions

  PDF

Request an accessible format

If you use assistive technology (such as a screen reader) and need versions of these documents in a more accessible format, email the supplier at jennifer.northcote@neotechnologysolutions.com. Tell them what format you need. It will help if you say what assistive technology you use.