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Financial Management Requirements Survey

 

The Concert Series financial management and accounting system is a modular system that provides total integration to the software applications that run your business. It is designed for companies that want the power, reliability and integrity of an IBM midrange accounting system as well as a graphical user interface.

Please take a few moments to complete the following survey. Your responses will help NGS obtain a clear understanding of hosw your business operates and be able to effectively strategize with you on your financial application objectives. Your NGS Account Executive and Specialist will be happy to answer any questions you may have. Thank you for your time, and we look forward to assisting you.

NOTE: Questions that aren't applicable to your organization should be answered with “N/A.” Please limit one financial management survey per company.

 

Client Profile:

 
 

Name:

 
 

Position Title:

 
 

Telephone #:

 
 

Fax:

 
 

Corporate Name:

 
 

Address:

 
 

City:

 
 

State:

 
 

Zip Code:

 
 

Country:

 
 

Web Site:

 
 

E-Mail:

 
 

Parent/Subsidiary
Corporation Affiliations:

 
 

Headquarter Location:

 
 

Industry:

 
 

Total # of Employees:

 
 

Total Annual Revenue:

 
 

Fiscal Year Begins:

 
 

President:

 
 

Chief Financial Officer:

 
 

Controller:

 
 

Accounting Manager:

 
 

HR Manager:

 
 

Vice President, Information Systems:

 
       

 

 

Business Issues:

 
 

Which financial applications are you considering replacing? (Check all that apply.)

G/L

A/P

A/R

 
     
 

Do you have a time-line for implementing a financial application?

Yes
No

 
       
 

If yes, please specify the time frame:

 
       
 

Do you have a proposed budget for this project?

Yes
No

 
     
 

If yes, what range is your proposed budget in (US dollars)?

< $10K
$10-25K
$25-50K
$50-100K

 
     
 

Have you evaluated other offerings?

Yes
No

 
       
 

If yes, which ones?

 
       
 

Is your CEO, CFO or other senior decision-maker involved, supportive and interested in this project?

Yes
No

 
     
 

If not, please specify when you plan to seek his/her support.

 
       

 

 

Information Systems Environment:

 
 

What are your primary business application software systems (e.g., manufacturing, distribution, inventory, customer orders, financial, payroll, human resources, etc.)?

 
     
 

Are any or all of these applications licensed from a software vendor?

Yes
No

 
     
 

If yes, please identify the vendor and applications:

 
     
 

What IBM Business Partner supplies you with IBM i hardware and upgrades?

 
     
 

Is IBM i your primary computer operating environment?

Yes
No

 
     
 

If yes, please specify your model number(s):

 
       
 

If not, please identify your primary computer operating environment:

 
       

 

Please indicate your preferred method of communication for future NGS correspondence:

Phone

Email

Mail

How did you find our website?

If you selected Other, please specify:

 

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