Finance System Review Survey

	Yes	No
We lose track of hardcopy paper documents	We lose track of hardcopy paper documents Yes	We lose track of hardcopy paper documents No
The way we invoice sales, process payroll and manage purchasing has not changed in the last 5 years	The way we invoice sales, process payroll and manage purchasing has not changed in the last 5 years Yes	The way we invoice sales, process payroll and manage purchasing has not changed in the last 5 years No
Our financial system does not talk to the other systems we use (Point of Sale, Stock, CRM, etc)	Our financial system does not talk to the other systems we use (Point of Sale, Stock, CRM, etc) Yes	Our financial system does not talk to the other systems we use (Point of Sale, Stock, CRM, etc) No
The organisation is potentially over/under staffed in the finance department	The organisation is potentially over/under staffed in the finance department Yes	The organisation is potentially over/under staffed in the finance department No
I am concerned that if an error or fraudulent activity occurred, it would not be detected and resolved	I am concerned that if an error or fraudulent activity occurred, it would not be detected and resolved Yes	I am concerned that if an error or fraudulent activity occurred, it would not be detected and resolved No

Yes

We lose track of hardcopy paper documents

We lose track of hardcopy paper documents Yes

We lose track of hardcopy paper documents No

The way we invoice sales, process payroll and manage purchasing has not changed in the last 5 years

The way we invoice sales, process payroll and manage purchasing has not changed in the last 5 years Yes

The way we invoice sales, process payroll and manage purchasing has not changed in the last 5 years No

Our financial system does not talk to the other systems we use (Point of Sale, Stock, CRM, etc)

Our financial system does not talk to the other systems we use (Point of Sale, Stock, CRM, etc) Yes

Our financial system does not talk to the other systems we use (Point of Sale, Stock, CRM, etc) No

The organisation is potentially over/under staffed in the finance department

The organisation is potentially over/under staffed in the finance department Yes

The organisation is potentially over/under staffed in the finance department No

I am concerned that if an error or fraudulent activity occurred, it would not be detected and resolved

I am concerned that if an error or fraudulent activity occurred, it would not be detected and resolved Yes

I am concerned that if an error or fraudulent activity occurred, it would not be detected and resolved No

	Yes	No
An end of month result can be produced within 3 working days	An end of month result can be produced within 3 working days Yes	An end of month result can be produced within 3 working days No
I receive information on business performance/profit during the month	I receive information on business performance/profit during the month Yes	I receive information on business performance/profit during the month No
I understand the financial information I receive	I understand the financial information I receive Yes	I understand the financial information I receive No
Key Performance Indicators are reviewed on a daily/weekly basis to manage the organisation	Key Performance Indicators are reviewed on a daily/weekly basis to manage the organisation Yes	Key Performance Indicators are reviewed on a daily/weekly basis to manage the organisation No
Important financial and non-financial data can be easily obtained from our systems within a few minutes	Important financial and non-financial data can be easily obtained from our systems within a few minutes Yes	Important financial and non-financial data can be easily obtained from our systems within a few minutes No

Yes

An end of month result can be produced within 3 working days

An end of month result can be produced within 3 working days Yes

An end of month result can be produced within 3 working days No

I receive information on business performance/profit during the month

I receive information on business performance/profit during the month Yes

I receive information on business performance/profit during the month No

I understand the financial information I receive

I understand the financial information I receive Yes

I understand the financial information I receive No

Key Performance Indicators are reviewed on a daily/weekly basis to manage the organisation

Key Performance Indicators are reviewed on a daily/weekly basis to manage the organisation Yes

Key Performance Indicators are reviewed on a daily/weekly basis to manage the organisation No

Important financial and non-financial data can be easily obtained from our systems within a few minutes

Important financial and non-financial data can be easily obtained from our systems within a few minutes Yes

Important financial and non-financial data can be easily obtained from our systems within a few minutes No

	Yes	No
There is a budget for the current financial year	There is a budget for the current financial year Yes	There is a budget for the current financial year No
Cashflow is forecasted for future weeks/months	Cashflow is forecasted for future weeks/months Yes	Cashflow is forecasted for future weeks/months No
I know what the breakeven point is	I know what the breakeven point is Yes	I know what the breakeven point is No
All bills (including tax and super) can be paid on time	All bills (including tax and super) can be paid on time Yes	All bills (including tax and super) can be paid on time No
I know how to improve the profitability and performance of the organisation	I know how to improve the profitability and performance of the organisation Yes	I know how to improve the profitability and performance of the organisation No

Yes

There is a budget for the current financial year

There is a budget for the current financial year Yes

There is a budget for the current financial year No

Cashflow is forecasted for future weeks/months

Cashflow is forecasted for future weeks/months Yes

Cashflow is forecasted for future weeks/months No

I know what the breakeven point is

I know what the breakeven point is Yes

I know what the breakeven point is No

All bills (including tax and super) can be paid on time

All bills (including tax and super) can be paid on time Yes

All bills (including tax and super) can be paid on time No

I know how to improve the profitability and performance of the organisation

I know how to improve the profitability and performance of the organisation Yes

I know how to improve the profitability and performance of the organisation No

Question Title

* 4. ATTITUDE: Select the statement that is most appropriate to how you currently feel about your financial systems, processes and information.

I am happy with our current operations

There is not the time nor money to review our situation

I do not know how to improve our systems, processes and reporting

I want to improve our current situation

Finance System Review

Finance System Review Questions

Question Title

* 1. SYSTEMS & PROCESSES: Which of the following are applicable to you?

Question Title

* 2. FINANCIAL INFORMATION: Which of the following do you agree with?

Question Title

* 3. PERFORMANCE MANAGEMENT: Which of the following do you agree with?

Question Title

* 4. ATTITUDE: Select the statement that is most appropriate to how you currently feel about your financial systems, processes and information.