Opti.List

THE tool for decommissioning legacy systems

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The solution for decommissioning legacy systems Opti.List

With Opti.With List, you can use a modular archiving solution to complement any business software.

Data archiving in accordance with GoBD

This multifunctional software is particularly useful when legally compliant data archiving also enables the decommissioning of existing legacy systems. However, the tool can also be an indispensable aid when it comes to documenting current business transactions.

Archiving documents

Opti.List® is a highly flexible, multifunctional software programme. This means that business requirements can be implemented quickly and tailored to individual needs using powerful tools that are already included in the standard version. Consolidating data from a heterogeneous IT environment is therefore no problem.

Archiving data

Opti.List® acts as an analysable data archive provided that the import formats also consist of analysable data. Examples of this include: data from MS Excel, CSV files or database tables via ODBC. Making the data from the production systems available remains one of the few tasks that you, as a user, need to carry out as part of the project.

Analysing data

Analysable data is available from database tables or via CSV files, in the format that the inspector wishes to analyse using IDEA. The analysis software is also available as an option on the inspector’s workstation for Z1/Z2.

Output data

The files and transaction descriptions prepared for the tax audit are archived on a data storage medium in a non-modifiable format and retained for audit purposes (Z3). The analysable data archive complies with the statutory requirements.

Procedural documentation

Procedural documentation detailing the migration of data to the external data archive rounds off the project. This documentation is compiled and updated on an ongoing basis throughout the project and will be handed over as a PDF file upon completion of the project.
An overview of the benefits of Opti.List

  • Validated transfer of the relevant system data (merchandise management, financial accounting, email, time management, etc.) to the external Opti.List archive

  • Analysis using analysis software (including IDEA, ACL or InfoZoom) within the archive created, which offers the same qualitative and quantitative analysis capabilities as the production systems

  • Data is available in a manner compliant with GDPdU; legacy systems can be decommissioned in an audit-proof manner

  • In conjunction with Opti.Tax data transfer for the publication and creation of the Electronic balance sheet

  • Identification of the data and data structures to be archived in accordance with tax requirements and statutory provisions

  • Review of data import options (over 200 import formats)

  • Development of an outsourcing strategy, endorsed by leading audit firms and regional finance directorates

  • With Opti.View to analyse archived data on a decentralised basis and validate it prior to the tax audit

  • Description of processes in procedural documentation in accordance with GoBS

»Say goodbye to your legacy systems"
«with Opti.List from hsp.'

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    Opti.Suite at a glance

    Opti.Tax

    The intuitive, comprehensive taxonomy solution

    Opti.View

    The analysis tool for decentralised testing

    Opti.List

    The modular archiving solution