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Custom Applications
Application Integration
The business needs in a professional services organization grow in response to the changing economic environment, regulatory requirements and client demands. To respond to these changes, organizations continuously evaluate new business applications such as Customer Relationship Management (CRM), records management, conflicts of interest and others. Unfortunately, the purchasing decisions and implementation plans are seldom made with enough consideration of existing technology. As a result, business processes become redundant and client information is spread over many applications. As a Thomson Elite customer, your most valuable source of client-related information no doubt resides in the Billing Manager, and it should therefore be the cornerstone for all client-related applications.
The Application Integration team within the Technical Services Group has helped many firms realize the full value of their client-related applications by integrating the applications with their Elite database. The team has worked with a myriad of applications, providing the seamless integration with Elite as well as integrating the business processes (Process Manager) that span multiple applications. The Application Integration team makes it easier for you to realize the full power of your data.
Cost Interfaces
The Technical Services Group expands on Elite software’s ability to load certain cost items, known as costloads, electronically into the database. By customizing these programs to allow for any file format, these costloads allow for greater user interaction by enabling the firm to convert currency, apply discounts, create descriptive narrative or otherwise tailor these expense records to suit the firm’s specific needs.
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