Services

Services for financial and regulated operations.

Our service portfolio is organised around the systems, controls and support functions that keep financial operations accurate, secure and available. Engagements typically begin with a scoped discovery or readiness assessment, proceed through a controlled pilot or implementation, and continue under a managed SLA with quarterly improvement reviews.

Financial systems

SAP Platforms and POS Systems

Open the Financial Systems division page

CollectiveIS acts as the accountable commercial and service interface for financial and transaction platforms: product selection, licence and subscription coordination, integration governance and SLA-managed support. Specialist implementation of vendor platforms is delivered with certified partners and contracted specialists under written agreements — a governance model that keeps every responsibility explicitly assigned.

Service scope

  • Business and technical requirements analysis and product-fit assessment.
  • SAP product selection advisory and commercial coordination across the SAP portfolio, from S/4HANA Cloud and Business One to analytics and procurement solutions.
  • Licence and subscription administration, renewals and vendor liaison.
  • Partner-delivered implementation under written agreements, with CollectiveIS coordinating readiness, acceptance and handover.
  • Point-of-sale readiness assessment, deployment coordination, configuration and first-line support, within each vendor’s authorised procedures.
  • POS printer and payment-device (speed point) installation support and troubleshooting.
  • Transaction, payment and back-office integration support.
  • User-role design, access review, and data-migration planning, validation and reconciliation.
  • Vendor escalation and SLA management through a single service desk.

Business outcomes

  • Controlled implementation with defined acceptance criteria.
  • Improved transaction reliability and issue accountability.
  • Clear ownership across client teams, vendors and support providers.
  • Documented system dependencies and escalation routes.

Financial Systems Support

Ongoing support and user training for financial platforms and widely used financial packages — including QuickBooks, Sage and Pastel environments — together with the reporting layers that depend on them, delivered under the agreed service model with documented escalation to vendors where required.

CollectiveIS does not handle cardholder data, does not modify vendor-managed cloud platforms outside their supported channels, and does not claim vendor implementation authorisation; specialist implementation is delivered by vendors’ certified partners under written agreements. Cloud POS platforms are supported at first-line level with vendor escalation.

Data and reporting

SQL Server Services, Crystal Reports and Power BI

Open the Data and Reporting division page

CollectiveIS supports organisations that rely on SQL Server, Crystal Reports and Power BI for operational, financial and executive reporting. The service addresses report accuracy, performance, ownership, modernisation and controlled publication over one governed data layer. Crystal Reports remains a current, supported SAP product — Crystal Reports 2025 is a 64-bit release — and its strength in pixel-perfect, print-ready financial documents is preserved while dashboards and new reporting move to modern platforms.

SQL Server Services

  • Database health, performance and capacity assessment.
  • Backup, restore and recovery verification.
  • Security configuration and privileged-access review.
  • Query and reporting performance support.
  • Maintenance planning, monitoring and incident escalation.
  • Capability development in progress for PostgreSQL-based platforms used in transaction environments.

Crystal Reports

  • Report estate health check: inventory of reports, versions, data sources and ownership.
  • Report maintenance, repair and performance review.
  • Crystal Reports 2025 upgrade readiness, including 32-bit to 64-bit dependency review.
  • Standardised financial report templates for statements, invoices and audit schedules.
  • Crystal-to-Power BI paginated (RDL) migration planning and rebuilds.
  • Scheduled report controls, failure investigation and testing against approved source data.

Power BI

  • Data-model design and controlled metric definitions.
  • Executive and operational dashboard development.
  • Paginated (RDL) reports for exact-layout financial documents.
  • Workspace, publication and access-control planning.
  • Refresh monitoring and data-quality controls.
  • Reconciliation between dashboards, source systems and approved reports.

Reporting governance completes the service: report registers, data lineage, version control, access matrices, change approvals and retention schedules, so that management reporting remains auditable as it modernises.

Secure identity

Secure Card Issuance and Identity Management

Open the Secure Identity and Card Issuance division page

CollectiveIS is developing a controlled secure-credential and card-issuance service — an institutional issuance capability, not a general print shop — for organisations that require accountable design, printing, encoding, personalisation and lifecycle management. New secure projects are designed on current smart-card standards such as MIFARE DESFire EV3, with wallet-based mobile credentials on the advisory roadmap.

Secure Card Issuance

  • Card and credential requirement analysis for student, staff, contractor, visitor, membership, loyalty and controlled-access cards.
  • Printer and encoder selection for approved applications.
  • PVC, smart-card and consumables planning.
  • Secure template, enrolment and data-preparation controls under POPIA-aligned operator agreements.
  • Printing, encoding, quality inspection and exception handling.
  • Stock control, spoilage records, issuance registers and rejected-card destruction records.
  • Managed issuance and maintenance SLAs, including stock monitoring and preventive maintenance.

Identity Management

  • Credential lifecycle, replacement and revocation procedures.
  • Integration planning for identity and access-management systems, including multi-factor authentication and privileged-access review.
  • Digital credential advisory: physical-to-mobile credential migration and wallet-integration readiness.
  • User-role and access review aligned to system controls.

CollectiveIS does not manufacture or personalise live debit, credit or prepaid payment cards. Any financial instant-issuance work is partner-led under bank and payment-scheme governance. Physical access-control installation is performed with registered security service providers where required by law.

Managed support

IT SLA Maintenance

Clients that depend on financial and reporting systems need support that is measurable. CollectiveIS structures maintenance around tiered service levels — from business-hours support to extended-hours and mission-critical cover — with severity-based incident priorities (P1 critical to P4 low), each carrying a defined response target and escalation path in the contracted SLA.

SLA componentControl
Service catalogueDefines supported systems, locations, users and exclusions.
Service tiersBusiness-hours, extended-hours and mission-critical cover, matched to system criticality.
Incident prioritiesSeverity classes P1–P4 with contracted response targets and escalation.
Request fulfilmentControls standard requests, approvals and completion records.
Change managementRequires risk assessment, approval, testing, implementation and closure.
Problem managementIdentifies root causes and recurring failure patterns.
ReportingProvides service volume, response, resolution, backlog and risk metrics.
Vendor coordinationSingle service desk with a documented three-way responsibility split between CollectiveIS, the software vendor and contracted specialists.
Data protectionPOPIA-aligned operator agreements, access control and audit logging across support activity.
Security and evidence services

Financial Cybersecurity, Data Recovery and Secure Data Destruction

Open the Digital Forensics and Data Lifecycle division page  ·  Open the Governance, Risk and Assurance division page

Security, forensic and data-lifecycle services are delivered under the controls described on the Financial Cyber & Forensics and Governance pages. Data recovery and data destruction are designed as strictly separated service lines: one preserves data, the other verifiably eliminates it.

Financial Cybersecurity

Security assurance, cyber-risk and control-gap assessments, vulnerability management, incident readiness, authorised penetration testing with qualified specialists, and ISO/IEC 27001-aligned control implementation for financial and regulated environments.

Cybersecurity assurance services

Data Recovery

Triage, non-destructive assessment and logical recovery of deleted data and damaged file systems in-house; physical and cleanroom-level recovery through vetted specialist laboratories under CollectiveIS case management.

Data recovery services

Secure Data Destruction

Planned verifiable data-erasure services using recognised erasure platforms such as Blancco or Certus, currently under evaluation and subject to licensing, with certificates aligned to NIST SP 800-88 Rev. 1 and IEEE 2883, and witnessed physical destruction through audited partners.

Secure data destruction services
How engagements begin

Productised entry offers.

Each service line has a defined, fixed-scope entry engagement that produces a documented assessment and a prioritised remediation or implementation roadmap before any larger commitment is made.

Financial systems discovery & product-fit assessment SQL Server health, backup & security review Crystal Reports estate health check Financial cybersecurity baseline assessment Digital evidence preservation & triage Data recovery intake & assessment Institutional card-issuance pilot Managed SLA scoping
Assess your requirement

Request a service assessment or discuss an SLA.

Engagements begin with a scoped assessment of your systems, controls and support requirements.

Request a Service Assessment