
How it works

This assessment is built for Finance Directors, Finance Managers and Business Systems leaders running Unit4. In a few minutes you'll get a personalised health score across five areas, showing you where your environment is solid and where it's costing you.
Every person who completes it gets a free one-hour session with a Unit4 specialist — a real conversation about where your biggest opportunities are.
Your Unit4 health score covers five areas
You’ll be scored against the following key areas:

Environment & System Ownership
How well your Unit4 environment is governed, supported and managed — and where you're exposed if a key person leaves.

Operational Risk
Where manual workarounds, spreadsheet reliance and approval bottlenecks are creating hidden risk.

Automation & Efficiency
Where you could stabilise finance, HR, payroll and reporting — and stop doing by hand what the system should do for you.

Technical Health & Integrations
How stable and resilient your integrations and support structure really are.

Strategic Alignment
Whether your Unit4 environment is actually supporting growth, or holding it back.

