Moore Stephens Insight Limited

InConcert ERP (OneAdvanced Financials, MHR iTrent, ProActis, and others)

Streamlined and efficient Finance, Procurement, HR and Payroll solutions with our InConcert platform, comprised of market leading technology to bring your ideal systems together. We provide a Best-of-Breed, composable ERP solution design to fit your needs and work with Microsoft BusinessCentral, OneAdvancedFinancials, iTrent, ProActis, Xledger, TechForge, Civica, and more.

Features

• General ledger, purchasing, AP, AR, cashbook, expenses
• HR, payroll, performance, L&D, staff onboarding/offboarding
• Sourcing, supplier and contract management, AP automation, P2P, Marketplace
• Seamless integrations between finance, HR/payroll, procurement
• Scalable and buildable depending on your needs
• Market leading technology brought together by integration and implementation experts
• Data migration included in implementation
• GL Link functionality to provide failsafe Go Live
• Ongoing enhanced Helpdesk support
• Real time reporting and intelligent reporting/audit tools

Benefits

• Easy visibility of your data, providing more informed decision making
• Cost effective: multiple solutions under one contract
• Resource: improved efficiencies allow staff to better manage their time/priorities
• Risk reduction: proven, market-leading technology
• Create your own reports, access the database, data visibility improvements
• We scale to fit you, not the other way around.
• Gain deeper understanding of your usage through detailed audit
• Less buyer responsibility: we can design, migrate, test
• Safe pair of hands with award winning implementors
• Environment: social value commitment with every contract

£117 a licence

• Education pricing available

Service documents

• Pricing document

  PDF

• Skills Framework for the Information Age rate card

  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 info@moore-insight.com. Tell them what format you need. It will help if you say what assistive technology you use.

Framework

G-Cloud 14

Service ID

341471265206560

Contact

Antonia Martin
020 7952 4690
info@moore-insight.com

Service scope

• Software add-on or extension: No
• Cloud deployment model: Private cloud
• Service constraints: Every project has its individual requirements. We will therefore work with you to understand whether there are any specific service constraints which would need to be considered.
• System requirements:
  • Supported web browser (Chrome, Edge, Firefox, Safari)
  • Internet connectivity

User support

• Email or online ticketing support: Yes, at extra cost
• Support response times: Our team are available to answer your questions and support you where required. We provide email support as necessary throughout the course of projects and aim to respond to questions as quickly as possible. No weekend support.
• User can manage status and priority of support tickets: Yes
• Online ticketing support accessibility: None or don’t know
• Phone support: Yes
• Phone support availability: 9 to 5 (UK time), Monday to Friday
• Web chat support: No
• Onsite support: Onsite support
• Support levels: Support is accessible via MS Teams, video call, phone & email. Support includes:; Product Support: hardware & software support, e.g. functional/ops performance optimisation, via support scripts collating Best Practice from 30+ years’ experience ; Performance Management: collating, analysing, reporting service/solution performance data, to deliver fixes, identify trends, improve delivery, and assure Buyer confidence. Online dashboards provide custom real-time data.; Incident Management: issues raised via Helpdesk, resolved within the SLAs below.; Service Technicians: if required, technical SMEs attend sites to deliver software and provide f2f training & relationship management. ; User Training: in implementation; refresher training post Go-Live (new joiners/resolve issues etc); and detailed User Guides/FAQs for independent learning. ; Service Level Agreements: Our systems allows immediate responses to all support requests, acknowledging receipt. Standard resolution SLAs include:; • Priority 1, System down: 4 hours; • P2, Users unable to complete time sensitive processes: 8 working hours; • P3, Functionality failing: 24 working hours; • P4, Low priority issues: 10 working days.
• Support available to third parties: Yes

Onboarding and offboarding

• Getting started: ‘Train The Trainer’ methods ensure knowledge is passed on. These activities run across implementation, reflecting any evolving requirements.; Delivery methods adapt to User need, e.g. face-to-face sessions for Super Users (SU) with training & knowledge transfer roles; process & technique briefings; joint working & shadowing; on-the-job-training; self-guided eLearning; Training User Guides; Training Videos with walkthroughs; and Webinars (recorded) providing real-time demos and Q&A.; ; The Training Strategy updated regularly, reflecting solution changes. We will engage Buyer decision makers to confirm Super Users, and deliver multiple ‘Train the Trainer’ sessions for SU to:; • Build sufficient knowledge & expertise for operation; • Test this knowledge & ensure SU can train Users; • Communicate detailed system functionality to System Administrators, enabling them to perform UAT and basic & detailed troubleshooting, and support future system configuration & maintenance; • Collectively develop a Training Programme for Buyer Users that optimises service functionality, to be delivered before Go Live.; Test & Assure/Business Readiness: Training Strategy updated to reflect developments from QA & Performance Testing, plus refresher training if needed. We support SU to deliver User Training Programme, e.g. establishing & coordinating dedicated training teams for large, complex solutions.
• Service documentation: Yes
• Documentation formats:
  • HTML
  • PDF
• End-of-contract data extraction: Your data will be provided in export files in the appropriate format as required. All data can be extracted in .csv format
• End-of-contract process: At the end of the contract access to the service will cease and data can be provided as required.

Using the service

• Web browser interface: Yes
• Supported browsers:
  • Internet Explorer 11
  • Microsoft Edge
  • Firefox
  • Chrome
  • Safari
  • Opera
• Application to install: No
• Designed for use on mobile devices: No
• Service interface: No
• User support accessibility: None or don’t know
• API: No
• Customisation available: Yes
• Description of customisation: Data structures: | Chart of Accounts | Cost Centres/Departments | Supplementary dimensions | General: |Personalised screen layout | User defined fields | Permissions and user access.; ; Easily editable on web pages and with import functionality.; ; User access settings determine who has the ability to customise in the system.

Scaling

• Independence of resources: The cloud environment can be scaled appropriately to meet service demands.

Analytics

• Service usage metrics: Yes
• Metrics types: A detailed and filterable audit log is provided as standard functionality across InConcert to see user access/service usage. This data can be exported
• Reporting types:
  • Real-time dashboards
  • Regular reports

Resellers

• Supplier type: Reseller providing extra features and support
• Organisation whose services are being resold: OneAdvanced, MHR, ProActis

Staff security

• Staff security clearance: Other security clearance
• Government security clearance: Up to Security Clearance (SC)

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: Supplier-defined controls
• Penetration testing frequency: At least once a year
• Penetration testing approach: In-house
• Protecting data at rest:
  • Physical access control, complying with another standard
  • Encryption of all physical media
• Data sanitisation process: Yes
• Data sanitisation type: Deleted data can’t be directly accessed
• Equipment disposal approach: A third-party destruction service

Data importing and exporting

• Data export approach: It can be exported in a wide-range of formats as required from the target system. Configuration data can be exported in .csv format for future reference.
• Data export formats: CSV
• Data import formats: CSV

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: SLA's are dependent on client requirements, but are typically 99+%.
• Approach to resilience: Available on request
• Outage reporting: We report outages to named contact via email.

Identity and authentication

• User authentication needed: Yes
• User authentication:
  • 2-factor authentication
  • Public key authentication (including by TLS client certificate)
  • Username or password
• Access restrictions in management interfaces and support channels: Users can be assigned varying levels of access and authority dependent on the roles they undertake. There are levels of data access and system access for a combination of individual access.
• Access restriction testing frequency: At least once a year
• Management access authentication:
  • 2-factor authentication
  • Public key authentication (including by TLS client certificate)
  • Username or password

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: User-defined
• Access to supplier activity audit information: Users have access to real-time audit information
• How long supplier audit data is stored for: User-defined
• How long system logs are stored for: User-defined

Standards and certifications

• ISO/IEC 27001 certification: No
• ISO 28000:2007 certification: No
• CSA STAR certification: No
• PCI certification: No
• Cyber essentials: Yes
• Cyber essentials plus: Yes
• Other security certifications: No

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: We have information security and data protection policies which are available on request. We are committed to data protection and GDPR principles and have assigned a Data Privacy Principal to ensure that these principles and our data protection objectives are being met.

Operational security

• Configuration and change management standard: Supplier-defined controls
• Configuration and change management approach: A detailed Functional Specification is agreed during the scoping and design stages of the work. The will include full details of all configuration parameters. Any required changes go through a structured change control process including review by relevant stakeholders. When approved they are updated in the relevant documentation, implemented in a test environment and comprehensively tested before being migrated into the live environment.
• Vulnerability management type: Undisclosed
• Vulnerability management approach: Built-in vulnerability checking and provision of reports which are reviewed and acted upon as appropriate.
• Protective monitoring type: Supplier-defined controls
• Protective monitoring approach: Built-in compromise checking and provides reports which are reviewed and acted upon as appropriate.
• Incident management type: Supplier-defined controls
• Incident management approach: Both Moore Insight and software partners have structured incident management processes which are followed for all services. Users report incidents via their dedicated contact which then initiates the process. Incident reports can be provided on request.

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 v3.0)

Public sector networks

• Connection to public sector networks: No

Social Value

• Social Value:

  Social Value

  • Fighting climate change
  • Tackling economic inequality
  • Equal opportunity
  • Wellbeing

  Fighting climate change

  We will take a proactive, ‘one-team’ approach to minimising negative environmental impacts. This will begin via a structured collaboration programme, providing a channel for sustained engagement. At solution design workshops, we will jointly identify environmental objectives, opportunities for additional environmental benefits, and agree Social Value commitments. This will include creating a Risk Assumption Issue Dependency log, which will capture environmental risks/mitigations.; Reducing negative environmental impact also forms part of our own commitment to achieve Net Zero emissions by 2050, via our Carbon Reduction Plan and ISO 26000-aligned Corporate Sustainability objectives. They comprise measures that we implement across all operations:; • Implementing an Environmental Management System; • Energy conservation: Using low energy lightbulbs; renewable energy sources ; • Waste reduction: Recycling campaign (e.g. cartridges/batteries & via charities); digital resources; double-sided printing; avoiding single-use plastics (MI was recently appointed ‘Plastic Free Champion’ by Sheffield Action).; • Reducing emissions: Virtual meetings; encouraging public transport; Cycle to Work Scheme; Employee Electric Car Purchasing Scheme; Hybrid Working Policy (reducing office footprint by 66%).; • Reducing resource consumption: Procuring recycled products; purchasing locally; ecological cleaning products.; Education & training includes:; • Induction, with training on our Environmental Policy & Management System; • Environmental schemes, e.g. becoming ‘Plastic-free Champions’ ; • Workplace marketing/comms, driving behavioural change (e.g. recycling); • Travel campaign, requiring reporting on commuting and awareness of fuel/vehicle type.; Our Quality & Operations Manager is currently engaging with the Carbon Literacy Project to create a Carbon Literacy training programme, anticipated to be implemented in 2025.

  Tackling economic inequality

  Moore Insight are committed to supporting employees to upskill and climb the wage ladder through providing the best possible working environment and opportunities. Having been in business for almost 30 years, means that we know the importance of actively showing our staff how much they are valued for a productive and efficient team that translates into a high level of service for our clients. Therefore, we proudly maintain our Living Wage accreditation as well as being recognised by Great Place to Work as one of the UK’s Best Workplaces for Women 2023, one of the UK’s Best Workplaces in Consulting and Professional Services, and a Great Place to Work. ; With the help of the Living Wage accreditation, we will continue to recruit some of the most highly skilled consultants and employees for our business throughout any contract. We also commit to continuing to provide purposeful training and personal development courses to upskill our current employees.; Additionally, all staff receive two paid volunteering days per year to contribute to local/charity-based projects, facilitated by our employee volunteering software, Matchable. This enables staff to sign up to projects, segmented by skillset/geography, as well as assigning a monetary value to time/resource contributed for accurate measurement of impact, ensuring we are having a positive impact on the local community/economy.; As part of this contract, we would be offering our knowledge and expertise to local areas. At Moore Insight, each employee has two volunteering days a year to support the wider community. We currently use an online volunteering forum, Matchable, that allows you to focus on the locality of your volunteering as well as to specific skills and passions. The specific projects available allow employees to apply their skillset/experience to make a real impact.

  Equal opportunity

  We recognise Inclusion as a key theme and Moore Insight will commit to maintain the responsibilities set out in our Equality, Diversity and Inclusion policy throughout the duration of this contract. ; Moore Insight greatly values the individual contributions of all employees and recognises the value of diversity throughout the organisation. We have several key commitments within our policy that we will ensure to be maintained as part of any contract: ; • Ensuring terms and conditions of employment do not prevent disabled people from taking up new positions. ; • Train, develop, reward and promote on the basis of merit and ability; • New employees are asked to complete an equal opportunity monitoring form, ensuring we are able to monitor the breakdown of the workforce regarding information such as gender, age, ethnicity, disability etc.

  Wellbeing

  At Moore Insight, health and wellbeing is a key consideration throughout the organisation. Ways in which we establish this are below: ; We offer a Wellbeing Hour every month to every staff member. As part of Mental Health Awareness week in 2022 Moore Insight implemented the chance for employees to have an additional 60-minute break once a month to pursue activities that support their well-being. This is still in place as a standard benefit for all employees and most often includes extended lunch breaks, personal care, or classes relating to a hobby. This ultimately has reduced overall stress throughout the organisation, given staff more time to do something to be mindful, and care for their mental health. We would be happy to provide buyers with more details on this for you to implement within your organisations. ; Throughout any contract we will promote remote/flexible working. We allow up to 2 days a week working from home, not only does this reduce our overall carbon emissions, but also encourages a flexible working environment, enabling staff to fit their personal life around their work life.

Pricing

• Price: £117 a licence
• Discount for educational organisations: Yes
• Free trial available: No

Service documents

• Pricing document

  PDF

• Skills Framework for the Information Age rate card

  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 info@moore-insight.com. Tell them what format you need. It will help if you say what assistive technology you use.