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NeoSystems Corporation

Costpoint Optmization Assessment

Welcome to Neosystems’ Costpoint Readiness Quiz

Take our brief Costpoint Readiness Quiz to see how well your Costpoint system is functioning and what areas could be improved for better optimization.

The quiz should take around 12 minutes. You will be provided a score from 0-100.

consulting

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.

1/22

Enter your email address to start the quiz.

2/22

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

3/22

How Would you describe the Company policies?

4/22

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

5/22

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

6/22

Check all automated approval processes the Company uses in Costpoint. (2 point each)

7/22

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

8/22

Does the Company use the Inherent Costpoint Workflow tools?

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)?

10/22

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

11/22

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

12/22

Check all Admin modules you are licensed for:

Do you use this module?
Do you use this module?
Do you use this module?
Do you use this module?
Do you use this module?
13/22

Check all Time & Expense modules you are licensed for:

Do you use this module?
Do you use this module?
14/22

Check all Reports & Analytics modules you are licensed for:

Do you use this module?
Do you use this module?
15/22

Check all Accounting modules you are licensed for:

Do you use this module?
Do you use this module?
Do you use this module?
Do you use this module?
Do you use this module?
Do you use this module?
Do you use this module?
16/22

Are you licensed for the Planning modules?

Do you use this module?
17/22

Check all Materials modules you are licensed for:

Do you use this module?
Do you use this module?
Do you use this module?
Do you use this module?
Do you use this module?
Do you use this module?
Do you use this module?
Do you use this module?
Do you use this module?
Do you use this module?
Do you use this module?
Do you use this module?
Do you use this module?
18/22

Check all Contracts modules you are licensed for:

Do you use this module?
Do you use this module?
Do you use this module?
19/22

Check all People modules you are licensed for:

Do you use this module?
Do you use this module?
Do you use this module?
Do you use this module?
Do you use this module?
Do you use this module?
Do you use this module?
Do you use this module?
Do you use this module?
Do you use this module?
Do you use this module?
20/22

Check all Projects modules you are licensed for:

Do you use this module?
Do you use this module?
Do you use this module?
Do you use this module?
Do you use this module?
Do you use this module?
Do you use this module?
Do you use this module?
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.

22/22

Your Costpoint Readiness assessment score is:

21 /100

Weak

Overall, your Costpoint system setup needs improvement. Your organization needs several significant adjustments to improve efficiency and optimize productivity.

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