Infor SunSystems upgrade brings real benefits for Citizens Advice Bureaux

Case Study: Infor SunSystems

Citizens Advice Scotland (CAS) is the national umbrella body that provides support services for the Scottish citizens advice bureaux and collates client case evidence to shape policy in Scotland and the UK. It is a membership organisation that is democratically governed by its members – Scottish Citizens Advice Bureaux.

CAS employs around 90 staff based in Edinburgh, Glasgow and Inverness to deliver a range of services to member bureaux including the information and training services that underpin frontline advice provision, support for management and development of bureaux and the auditing of quality standards.

The team had been using SunSytems v4 for some years and identified a need to upgrade the capacity of the financial systems to meet the reporting requirements and support the continued strategic development of the organisation. Castle implemented an upgrade of the existing system to Infor SunSystems, which would guarantee all the functionality that CAS required.

Steve Scott, Acting Head of Resources, Citizens Advice Scotland said:

“We identified a need to improve the system capability for financial reporting and in so doing enhance our financial planning and risk management.

“The upgrade to Infor SunSystems has helped us improve to our planning and analysis by delivering a powerful reporting function that also provides great flexibility in terms of accounting structures and report writing. There is a real difference in analytical power with Q&A10 and we have multiple dimensional analysis of budgets and expenditure.

“We now benefit from a complete real time view of our business operations and despite the added functionality and power behind the system, it’s still very easy 
to use and access.

“The upgrade to Infor SunSystems ensures that we have a powerful financial management and a reporting system that will meet our current operational needs and will continue to do so for some years to come.  As always, the team at Castle worked closely with us to deliver the upgrade to a detailed project implementation plan and with the minimum of disruption to our day to day business.”

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