Financial / Accounting Transactional Processing Managed Service (Bureau)
Accounting transactional processing services – accounts payable, accounts receivable, banking and cash receipting. It could be performed on our bureau Advanced service systems, or whatever system the client uses and wishes us to transact on their behalf.
Features
- Cost effective transaction processing service
- Transaction processing with clear KPIs
- Accounts Payable, Accounts Receivable, banking transactions
- Via client's system or bureau service
- Allows review of process to drive efficiencies
Benefits
- Cost effective
- Value for Money
- Constant cover for essential transactional services
Pricing
£495 to £1,700 a unit a day
- Education pricing available
Service documents
Request an accessible format
Framework
G-Cloud 14
Service ID
9 6 5 5 6 7 8 9 6 3 0 2 6 9 2
Contact
Moore Stephens Insight Limited
Antonia Martin
Telephone: 020 7952 4690
Email: info@moore-insight.com
Planning
- Planning service
- Yes
- How the planning service works
-
Whatever our involvement, we can help establish a clear organisation structure and governance for the programme of work. This will be supplemented with a detailed plan and schedule which identify all the required deliverables based upon our ‘Target Implementation Model’ (TIM) methodology.
We can help you to plan against various recognised best-practise models including MSP, PRINCE2, Agile and Lean or a combination of several.
Our templated tools can also ensure you establish effective management and monitoring to track performance against plan, budget, quality and resources. We can also provide further structure through regular checkpoint meetings to assess progress and mitigation for any risks or issues arising.
Our consultants have a wealth of experience in assessing, planning and delivering projects in a cloud environment and are supported by well-tested and respected methodologies. With this combination, we seek to help you maximise the success of your project and achieve the best possible outcomes. - Planning service works with specific services
- No
Training
- Training service provided
- Yes
- How the training service works
- We ensure that suitable training is in place for any cloud service implementation we’re involved with, covering configuration, administration and end-user operation. These include: Training needs analysis | Training strategy | Training plan | Training materials authoring – course materials, e-Learning, quick guides, classroom materials and hints & tips | FAQ’s | Classroom delivery | Drop-in sessions / clinics | Floor walkers | Super-users | Help-desk / phone support | Knowledge articles | Helpdesk scripts | In-application hints & prompts
- Training is tied to specific services
- No
Setup and migration
- Setup or migration service available
- Yes
- How the setup or migration service works
-
Building on our approach to planning above, we have tools, methodologies and experience to help you migrate from your current systems and ways of working to new cloud services. The exact tasks and responsibilities will be specified in detail in conjunction with yourselves in the schedule/plan with clear governance around resources, work-streams, milestones and engagement.
Throughout the migration activities we will ensure robust processes for data migration, interfaces / integrations, business change, engagement, transformation, reconciliation, cutover, security, regular structured testing cycles (including System, Unit, UAT, Integration, Performance, Migration Rehearsal, OAT, Business Readiness and Acceptance) and Business Continuity.
To further assist your migration, we can also provide hands-on support during early-life of your new cloud solution including training and communications services and benefits-realisation planning. - Setup or migration service is for specific cloud services
- No
Quality assurance and performance testing
- Quality assurance and performance testing service
- Yes
- How the quality assurance and performance testing works
-
Quality Assurance is embedded into everything we do. All of our methodologies start with quality criteria defined in the product descriptions for each deliverable and progress through quality assessments and checks. These checks consider the views of all relevant stakeholders and include support for the OGC (Office of Government Commerce) Gateway Review process where appropriate.
Where relevant, we encourage peer review of deliverables/outputs and have defined processes for managing and reporting quality outcomes.
We also apply our own certified quality standards including ISO9001 and Cyber Essentials.
Security testing
- Security services
- Yes
- Security services type
-
- Security strategy
- Security risk management
- Security design
- Security testing
- Security audit services
- Certified security testers
- No
Ongoing support
- Ongoing support service
- Yes
- Types of service supported
-
- Buyer hosting or software
- Hosting or software provided by your organisation
- Hosting or software provided by a third-party organisation
- How the support service works
-
MOORE Insight provide support for a variety of software, whether provided by us, the client or a third-party. We will work with you to agree what type and level of support you require and put in place a Service Level Agreement (SLA) tailored to your requirements. Throughout your project we will ensure that the appropriate support is provided as and when it is required.
We can provide both service line support and ad hoc development support. Our approach is structured around ITIL principles of service management. Our service line support includes handling support calls, advice, and training, and providing knowledgebase / FAQs for new or optimised software. We can also offer flexible development capability which can be commissioned as required using discrete work packages. This covers all kinds of development support for your software including workflows, reports, integrations, enquiries, enhancements, and forms. Our support and consultancy teams are based in the UK and so we can provide effective remote and in-person support.
Service scope
- 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.
User support
- Email or online ticketing support
- Yes, at extra cost
- Support response times
- Our team is on hand to help you with any questions and support you require. We will work with you to agree what level of email support you require and put in place a Service Level Agreement (SLA). Typically, our SLA is within 4 hours of a query being acknowledged: 9 to 5 (UK time), Monday to Friday. 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
- Support levels
- We will work with you to agree what level of support you require and associated costs. We will then put in place a Service Level Agreement (SLA). Typically, our SLA is within 4 hours of a query being acknowledged: 9 to 5 (UK time), Monday to Friday. No weekend support. Support is provided by a suitably qualified expert.
Resellers
- Supplier type
- Not a reseller
Staff security
- Staff security clearance
- Other security clearance
- Government security clearance
- Up to Security Clearance (SC)
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
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
- £495 to £1,700 a unit a day
- Discount for educational organisations
- Yes