Costpoint Optimization Assessment

1/22

Enter your email address to start the quiz.

Email Address

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2/22

How long does it take the Company to close the after the period end?

1-5 days

5-10 days

10-20 days

20-30 days

Greater than 30 days

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3/22

How Would you describe the Company policies?

Formal Written Policies accessible on corporate intranet

Formal Written Policies with policies no common location

Email to company with policy guidance

Undocumented understanding (l.e., if you asked employees they they would all say the same thing but no written guidance)

No Policy

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4/22

When was the last time the Company assessed User's rights in Costpoint?

0-6 months

6-12 months

1-2 year

>2 year

We have never reviewed the user roles since Go Live

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5/22

Does the Company use an automated document management system for filling documents?

Yes

No

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6/22

Check all automated approval processes the Company uses in Costpoint.

Approve Journal Entries

Approve Vendors

Approve Vouchers

Approve Purchase Requisitions

None of the above

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7/22

Does the Company calculate and generate invoices to customers out of Costpoint?

Yes

No

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8/22

Does the Company use the Inherent Costpoint Workflow tools?

Yes

No

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9/22

Do users perform dual entry in external worksheets or 3rd party software (l.e., enter employee data in 3rd party payroll software and again in Costpoint)?

Yes

No

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10/22

What statement most accurately describes the reconciliation of sub-ledgers to the general ledger in Costpoint?

All Tie

Most Tie

Some Tie

Rarely Tie

Have never tied since implementation

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11/22

Does the Company utilize a month end closing schedule/process or checklist?

Yes

No

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12/22

Check all Admin modules you are licensed for:

System Administration

Do you use this module?

Security

Do you use this module?

Job Management

Do you use this module?

Workflow

Do you use this module?

Budgeting Administration

Do you use this module?

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13/22

Check all Time & Expense modules you are licensed for:

Time

Do you use this module?

Expense

Do you use this module?

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14/22

Check all Reports & Analytics modules you are licensed for:

Dashboards

Do you use this module?

CER

Do you use this module?

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15/22

Check all Accounting modules you are licensed for:

General Ledger -2

Do you use this module?

Multi-currency -1

Do you use this module?

Accounts Payable

Do you use this module?

Accounts Receivable

Do you use this module?

Cash Management

Do you use this module?

Fixed Assets

Do you use this module?

Consolidations

Do you use this module?

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16/22

Are you licensed for the Planning modules?

Yes

Do you use this module?

If no, click “Next” to continue.

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17/22

Check all Materials modules you are licensed for:

Product Definition

Do you use this module?

Bills of Materials

Do you use this module?

Routings

Do you use this module?

Engineering Change

Do you use this module?

Procurement Planning

Do you use this module?

Purchasing

Do you use this module?

Receiving

Do you use this module?

Inventory

Do you use this module?

Production Control

Do you use this module?

Sales Order Entry

Do you use this module?

Master Production Sched

Do you use this module?

Material Requirements Plan

Do you use this module?

Materials Estimating

Do you use this module?

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18/22

Check all Contracts modules you are licensed for:

Opportunities

Do you use this module?

Contracts

Do you use this module?

Resources

Do you use this module?

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19/22

Check all People modules you are licensed for:

Employee

Do you use this module?

Labor

Do you use this module?

Leave

Do you use this module?

Payroll

Do you use this module?

Compensation

Do you use this module?

Personnel

Do you use this module?

Affirmative Action

Do you use this module?

Deffered Compensation

Do you use this module?

Benefits

Do you use this module?

Employee Self Service

Do you use this module?

Team Management

Do you use this module?

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20/22

Check all Projects modules you are licensed for:

Project Setup

Do you use this module?

Advanced Project Budgeting

Do you use this module?

Budgeting & ETC

Do you use this module?

Billing

Do you use this module?

Subcontractor Management

Do you use this module?

NASA 533s

Do you use this module?

Inter Company Work

Do you use this module?

Project Budgeting

Do you use this module?

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21/22

Enter your information to view your score

Upon completion of the quiz, you’re entitled to a complimentary 30-minute discussion with a NeoSystems Costpoint consultant to help you get the most out of your Costpoint system.

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Costpoint Optimization Assessment

Welcome to Neosystems’ Costpoint Optimization Assessment

Enter your email address to start the quiz.

How long does it take the Company to close the after the period end?

How Would you describe the Company policies?

When was the last time the Company assessed User's rights in Costpoint?

Does the Company use an automated document management system for filling documents?

Check all automated approval processes the Company uses in Costpoint.

Does the Company calculate and generate invoices to customers out of Costpoint?

Does the Company use the Inherent Costpoint Workflow tools?

Do users perform dual entry in external worksheets or 3rd party software (l.e., enter employee data in 3rd party payroll software and again in Costpoint)?

What statement most accurately describes the reconciliation of sub-ledgers to the general ledger in Costpoint?

Does the Company utilize a month end closing schedule/process or checklist?

Check all Admin modules you are licensed for:

Check all Time & Expense modules you are licensed for:

Check all Reports & Analytics modules you are licensed for:

Check all Accounting modules you are licensed for:

Are you licensed for the Planning modules?

Check all Materials modules you are licensed for:

Check all Contracts modules you are licensed for:

Check all People modules you are licensed for:

Check all Projects modules you are licensed for:

Enter your information to view your score

Your Costpoint Optimization Assessment score is:

Weak

Software & Industry Partners

Solutions & Services

Products

Industry Expertise

About NeoSystems

Resources

Not Sure Where to Start?

Have a Goal in Mind?

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Welcome to Neosystems’ Costpoint Optimization Assessment

Enter your email address to start the quiz.

How long does it take the Company to close the after the period end?

How Would you describe the Company policies?

When was the last time the Company assessed User's rights in Costpoint?

Does the Company use an automated document management system for filling documents?

Check all automated approval processes the Company uses in Costpoint.

Does the Company calculate and generate invoices to customers out of Costpoint?

Does the Company use the Inherent Costpoint Workflow tools?

Do users perform dual entry in external worksheets or 3rd party software (l.e., enter employee data in 3rd party payroll software and again in Costpoint)?

What statement most accurately describes the reconciliation of sub-ledgers to the general ledger in Costpoint?

Does the Company utilize a month end closing schedule/process or checklist?

Check all Admin modules you are licensed for:

Check all Time & Expense modules you are licensed for:

Check all Reports & Analytics modules you are licensed for:

Check all Accounting modules you are licensed for:

Are you licensed for the Planning modules?

Check all Materials modules you are licensed for:

Check all Contracts modules you are licensed for:

Check all People modules you are licensed for:

Check all Projects modules you are licensed for:

Enter your information to view your score

Your Costpoint Optimization Assessment score is:

Weak

Software & Industry Partners