Optimisation
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Need to mix and match different applications and packages?
We’re flexible and can work around your needs with you. Below are some popular combinations we find clients like to engage with us on:
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Are you ready to be best-of-breed and take your practice to the next level?
Packages we offer
Review, Repair, Retrain
Have you already got some applications, but don’t feel they’re being utilised to their fullest extent?
We can help review your software, both from a configuration stand point and client data integrity to give you recommendations on how to improve this to better leverage your software and work smarter not harder. And to top it off, you’ll have access to a dedicated support team and on-demand resources to ensure you develop best practice and build habits with your team.
Full Implementation
Do you feel like your software isn’t up to task anymore and think it might be time for a change?
We can help review your software options and provide details on best of breed applications so that you can make an informed decision. But we don’t stop there, we also implement these systems for you, both configuration and client data migration can be handled by our expert team to ensure you hit the ground running with refined best practice settings and clean data. And to top it off, you’ll have access to a dedicated support team and on-demand resources to ensure you develop best practice and build habits with your team.
12 Month Program
Think you need a full app stack overhaul? We offer a 12 month program that looks at all of your current applications and helps you either repair or replace or a combination of to get you closer to the goals you’d like to achieve and a more effective practice.
Review, Repair, Retrain
Have you already got some applications, but don’t feel they’re being utilised to their fullest extent?
We can help review your software, both from a configuration stand point and client data integrity to give you recommendations on how to improve this to better leverage your software and work smarter not harder. And to top it off, you’ll have access to a dedicated support team and on-demand resources to ensure you develop best practice and build habits with your team.
Full Implementation
Do you feel like your software isn’t up to task anymore and think it might be time for a change?
We can help review your software options and provide details on best of breed applications so that you can make an informed decision. But we don’t stop there, we also implement these systems for you, both configuration and client data migration can be handled by our expert team to ensure you hit the ground running with refined best practice settings and clean data. And to top it off, you’ll have access to a dedicated support team and on-demand resources to ensure you develop best practice and build habits with your team.
12 Month Program
Think you need a full app stack overhaul? We offer a 12 month program that looks at all of your current applications and helps you either repair or replace or a combination of to get you closer to the goals you’d like to achieve and a more effective practice.
Here are a few other ways we can assist your firm:
Document Management
A lot of time is spent managing and maintaining client documentation.
We’re on a mission to halve the time spent through leveraging the best-of-breed technology, best suited to your practice and needs. We’ll help you implement and better utilise your app stack solutions to transform your practice saving you hundreds of hours each year to invest back into your practice. |
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