AI-embedded Unit4 advisory — UK public sector

Strategic Unit4 consulting. AI built in.

Programme architecture, transformation governance, and bespoke AI deployed inside your Unit4 estate. Delivered by a senior specialist with over a decade inside the system — not a partner-firm pyramid that learns on your time.

01 / Proposition
The Embedded Intelligence Method

A deliberate combination most consultancies cannot ship: strategic ERP advisory, AI engineered to the system, and senior-level delivery embedded inside the client team.

UK councils running Unit4 have two consultancy options. Strategy houses who write convincing decks but cannot touch the system. Implementation partners who can touch the system but route every decision through a junior team and a project manager.

Bear Consulting is the third option: strategic-grade thinking from someone who can also write the SQL, configure the workflow, and deploy the AI — directly into the council's environment, on the council's timeline.

Pillar 01

Strategic ERP advisory

Programme architecture, governance design, transformation roadmaps. Multi-stream, multi-year. Authored at the level decision-makers actually need to commit budget against.

Pillar 02

AI engineered to the system

Bespoke AI applications and agents — RAG chatbots, continuous-monitoring intelligence, automated outreach — designed against Unit4's actual data model, not a generic LLM wrapper.

Pillar 03

Embedded delivery

One senior specialist working as a peer inside the client's team. No partner-firm hierarchy, no junior consultants billing learning time, no methodology to sell around the work.

02 / Practice
What strategic AI-embedded consulting looks like in practice

Four practice areas. Each one combines system-level depth with strategic framing — so the recommendation lands at the executive table and the change ships into Production.

Programme architecture Multi-stream transformation

Designing the programme structure that actually fits a UK council's reality: web client migration alongside payroll transformation alongside audit discharge alongside line manager training, sequenced and governed at executive level.

Most council Unit4 programmes fail because they were drawn as five comfortable pillars in a slide. Real ones run as eight to ten interlocking streams with explicit dependencies, owners, and decision rights. That's what gets delivered here.

AI products & agents Engineered to Unit4's data model

RAG-based applications, continuous-monitoring intelligence, and bespoke agents built against the actual Unit4 schema — not a generic ChatGPT wrapper trained on a PDF library.

Currently in production or prototype: an HR policy chatbot on AWS Bedrock with Entra ID SSO; an integrity-monitoring alert framework detecting position dual-occupancy and SoD breaches; a productised diagnostic tool. Architected, built, and deployed by the same hands.

Capability & knowledge strategy Five-layer model, three-horizon

A formal capability model addressing every layer of the council's relationship with Unit4: end users, line managers, corporate operations, system support, and external system consultants. Each layer trained, documented, and equipped to operate without escalation.

Three-horizon structure: stabilise current pain, build internal capability, retire external dependency. The strategic point is exit — the council should not need this consultancy forever.

Audit-grade controls & risk For S.114 environments

For councils under Section 114 notice, government commissioner oversight, or active external audit, control architecture is not optional. Continuous-monitoring queries, alert frameworks, and audit memoranda traceable from the raw table to the executive control statement.

Written to the standard a S.151 officer can sign without rework. Defensible at the next external audit cycle without an explanation paragraph.

03 / Proof
Recent strategic engagements

Anonymised. Specifics, references, and named stakeholders available under NDA.

Programme architecture — UK unitary authority under commissioner oversight

Eight-stream Unit4 transformation programme, governance to delivery

Authored and currently overseeing a Unit4 transformation programme spanning eight interlocking streams: web client migration for corporate operations, SCF migration, support transformation, line manager training, senior executive training, HR audit action discharges, payroll transformation, and continuous system improvement. Each stream with explicit owners, decision rights, and dependency mapping.

Replaced an inherited five-pillar framing that did not survive contact with operational reality. Programme now governable at executive level and tractable at delivery level.
AI deployment — HR policy

RAG-based HR policy chatbot, prototype to HR-Director sign-off

Designed, built and deployed PolicyAI: a Retrieval-Augmented Generation chatbot serving the council's full HR policy library, hosted on AWS Bedrock (eu-west-2) with Entra ID single sign-on. Tiered domain framework controls policy visibility by audience.

Approved by HR Director and directed to IT for production hardening. Live prototype loaded with the council's policy estate.
Capability strategy

Corporate Knowledge & Training Strategy v4

Five-layer capability model — end users, line managers, corporate operations, system support, system consultants — structured across three horizons. Authored from real ticket and incident analysis, not a generic curriculum.

Adopted as the council's formal Unit4 capability framework. Eight virtual training session series scoped from the underlying analysis.
Continuous control architecture

Position dual-occupancy intelligence alert

Bucket positions silently held two resources concurrently — a long-standing data integrity exposure invisible to routine reporting. Designed and deployed an IntellAgent monitoring framework against live HR tables with codified exclusions.

Now operating as a standing audit-grade control. Detection moved from periodic manual review to continuous automated alerting.
Audit memorandum

Direct-edit of absence balances as critical audit finding

Operational practice of editing the abwabsbalance table directly — bypassing HOL2 reconciliation — drafted as a critical audit finding. Traceable from raw table evidence to executive control implication.

Memo written to a standard the S.151 office can sign without rework. Defensible at external audit.
Architecture documentation

Workflow substitute architecture, end-to-end

Three rule types across awfsubstituterule, dynamic resolution via awfuserrule / awfuserfilter, role-based MSS filtering — none previously documented. Reverse-engineered, validated against live data, and written into a reference document.

Internal team can now operate the substitute architecture without external dependency. Strategic exit, not perpetual support contract.
04 / Products
Productised AI and diagnostics

Where the same problem appears across multiple councils, the work is packaged. Fixed scope, fixed price, deliberately structured around how UK local government actually procures.

AI application — HR
PolicyAI

An HR policy chatbot for council staff. Retrieval-augmented generation over the council's actual policy library, hosted on AWS Bedrock (eu-west-2) with Entra ID single sign-on. Tiered domain framework controls which policies surface to which audience.

Deployed at first reference council with HR-Director approval. Available as a packaged offer for councils with comparable HR policy estates.

Architecture
RAG on AWS Bedrock, eu-west-2; Entra ID SSO
Tiering
Three-tier domain framework controlling visibility and answer scope
Status
Live prototype with policy library loaded; reference council in production hardening
Engagement model
Fixed-scope deployment; pricing on request
Strategic diagnostic — Unit4
Unit4 X-Ray

A structured strategic diagnostic of a Unit4 Business World installation: configuration drift, defect inventory, control gaps, undocumented architecture, and capability deficit. Delivered as a written executive-grade assessment with prioritised remediation roadmap.

Priced deliberately below typical single-officer authorisation thresholds in UK local government — so the engagement can be authorised without committee.

Format
Executive assessment with prioritised roadmap and SQL evidence pack
Price
£14,750 — fixed
Approval threshold
Below most single-officer authorisation limits in UK local government
Duration
Approximately three weeks elapsed
07 / About
Bear Consulting Services

A specialist consultancy operating as a sole practice — by design, not by stage of growth.

Founded by Mircea Rogojan-Rush, Bear Consulting Services is built around a single conviction: that strategic ERP advisory and AI engineering are the same discipline, and that UK councils get cheated when those disciplines arrive in separate consultancy pyramids.

The practice is sole-practitioner by design. Engagements are retained, embedded, and deliberately capped — typically one or two concurrent councils. The economics work because there are no juniors to subsidise, no methodology to sell around the work, and no partner-firm overhead to fund.

The clients who fit are councils that have lived with their Unit4 estate for years, accumulated configuration debt and capability gaps, and now need someone who can think strategically about transformation while also writing the AI prompt, the SQL, and the audit memo.

Specialism
Unit4 Business World strategy and AI integration — HR, Payroll, Absence, Finance, AR
Experience
10+ years inside the Unit4 Business World ecosystem
Sector focus
UK public sector — local government, statutory bodies, S.114 environments
Engagement model
Retained senior specialist, embedded with internal teams; inside-IR35 where required
Current footprint
Active engagement at a UK unitary authority operating under government commissioner oversight; references available under NDA
Location
Chelmsford, Essex — UK-wide engagement
08 / Engage
A conversation, not a pitch deck

If your council's Unit4 estate carries strategic risk — failed transformation, audit exposure, capability gap, or AI ambition with no route to delivery — start with a thirty-minute call. No slides.

What to send

A brief outline of the strategic problem, the modules involved, and the urgency. A personal response within one working day.

For first engagements, the typical entry point is a fixed-price Unit4 X-Ray scoped to a defined area of the estate.