Award-winning consulting services
Consulting and business analysis
We will work with you to assess your business needs and recommend the best practices to setup and deploy Results within your organization. Our consulting services can be delivered in-person or via remote sessions and are geared towards providing you a complete business solution not just a software license.
Our professional trainers deliver Basic and Advanced Training classes via webinar or in-person to an unlimited number of attendees. During the training, we will demonstrate your own business records, drop-downs, and processes so that users can get an accurate view of how to use the system within your organization.
Data integration and conversion
We will work with your existing applications and data sources to convert and import data into Results or setup ongoing data integration/updates. After importing the records, we will merge duplicate records and perform general data “clean up” so that your team can start working with a clean version of the data you already have.
Our developers will customize Results to accommodate your special and unique business needs. Whether you need a custom report, an extra module, a custom screen or a few fields added, it can be done! If we like your idea for a custom modification and think it is applicable to others users, we might offer to develop it as a Shared-Development project, for a reduced hourly rate.
Schedule full or half days remote or on-site consulting sessions. Pick from our menu of services and design your own training agenda. We will start by importing data from your old CRM or QuickBooks. We will clean up you records, customize your drop-down settings, identify business processes, set permissions for your users, and then train your entire team – using your own business records and processes.
System User Set Up
We will show you how to setup and configure Results users and the Results security system.
We will review the key lookup tables with you and customize them so users can start using a Results product configured specifically to meet your business needs. While we are at it, we will explain what we are doing so you will able to maintain them in the future.
We will show you how to setup and configure Results, learn how to set permissions, add/delete users, and perform key administration functions.
We will show you how to setup and configure our QuickBooks Integration, if desired.