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What is a Zero Cost Complimentary Assessment?

This complimentary assessment is customized to each prospective customer depending their needs.

This high level assessment is performed at no time-based services cost to you.

We will evaluate your technology, people practices, business processes and systems.

Special attention is paid to sales, marketing, accounting, finance, distribution and reporting.

Know and understand the customer current situation vs. expected future state

  • Assess and document the current management, employee, corporate group, company organization and regional structure

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  • Evaluate current business processes. If processes are not already documented, map to best practise process.

  • Discuss and agree upon the key success factors and KPIs.

  • Determine with management the reporting and dashboard requirements

  • Evaluate current technology, software, ICT structure and systems to determine fit percentage

  • Assess integration and API connectivity required

  • Assess and evaluate time wastages and unproductivity within the business

Reporting and Business Performance Dashboard requirements analysis

  • Analyze excessive use of spreadsheets

  • Evaluate lack of timely reports

  • Assess month-end closure procedures and possible time wastages

  • Consider the availability of non-financial statistical accounts and data required to manage the business effectively – within Dashboards required. No manual interventions should be required

  • Assess the current effort required to prepare accurate, complete and timely management reporting packs

Evaluate current software in use, ICT structure, and how it should change

  • Understand and assess the current system’s architecture against business goals – will the business be able to scale?

  • Evaluate data security

  • Assess backups, disaster recovery and business continuity

  • Determine information, data confidentiality and possible system breaches

  • Discuss monthly cost to manage current ICT structure

Evaluate current internal control systems, check points vs. future state controls required

  • Determine segregation of duties and obtain delegation and authorities levels

  • Assess effectiveness of current workflows and approval processes

  • Evaluate financial, accounting and people policies and procedures

  • Examine accounting controls

  • Evaluate audit readiness and availability of sufficient audit trails

Planning and budgeting processes and procedures – one version of the truth?

  • Determine effectiveness of cash flow management

  • Evaluate accuracy and completeness of current budgets and budget processes

  • Assess current actual versus budget – per entity and/or group as a whole

ROI Business case and total cost of ownership (TCO) assessment

  • Obtain all information required to determine a validated business case

  • Calculate and validate the “Cost of doing nothing”

  • Calculate the current versus future total cost of ownership

  • Calculate, discuss and mutually agree with customer on the validated ROI business case


Udexx Technology provides prospective customers with a high-level Free Consult Complimentary Assessment.

Without any obligation we will listen to you with curiosity, we will make an effort to understand your current situation.

We will jointly evaluate your systems, people practices, business processes and specifically the accounting, finance and reporting systems within your business.

This high-level assessment is performed at no time-based services cost to you.

We will with your assistance also calculate your Total Cost of Ownership (TCO) and assess the validated Return on Investment Model (ROI) Business Case.

To enable us to start the discussion, please provide all the information requested.

We will be in touch without delay to schedule your free complimentary assessment.