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Recent Clients
Breeze Easy, Inc.
Breeze Easy needed document management, asset management, event management, task tracking and CRM. It also needed a extranet web interface for its clients that would allow data edits and document access and uploading.
Foundation for Financial Education
FFE needed automated workflow routing, document management and an extranet that would allow paralegals and attorneys to work from home.
Career Guidance Foundation
At CGF we partnered with internal staff to build a project management and workflow routing system that tracks document processing projects. Their staff then went on to build a powerful extranet that now servers over 15,000 documents to subscribing clients.
Good Fit
Characteristics
Most of the firms interested in our applications run business offices
that handle client-specific documents, generate client-specific documents
and/or process client requests by performing a semi-structructed series
of tasks. Increasingly, they value remote access for their sales staff
and hard working professionals working from home. Firms that face regulatory
requirements or require strong security and auditing are also strong fits.
Firms that have adopted Microsoft's Back Office are particularly good
fits.
Waypoint
Versions
Enterprise This version runs remotely
- depending on your security and firewalls - and supports multiple office
use. It requires SQL Server 2000 Enterprise. It can support hundreds of
simultaneous users in multiple locations worldwide.
Office For medium to large sized firms, this
version contains all of our office automation functions. It requires SQL Server
2000 and can support hundreds of simultaneous users.
Guru For home office or small office
use, this version requires Personal SQL Server. It supports multiple users
but at only one workstation.
Solo For personal use, this version has
an embedded database and installs with everything it needs.
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