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Custom SharePoint Application Provides Searchable Repository, Flexible Output, and Automated Document Delivery

“SyncraTec has combined a thorough understanding of our business needs with outstanding technical skills to develop a superior product..."  — Anthony Dandola, Esq., ICS Compliance

ICS Compliance specializes in providing regulatory compliance consulting services to the financial services industry.  One of the services offered by ICS is to provide updates on banking laws and regulations that are to affect their clients.  ICS Compliance experts had been using Word documents to create weekly and monthly updates of the new regulatory policies.  Depending on the client, ICS Project Managers would then manually edit the documents to ensure relevancy to their specific clients on a routine basis, prior to forwarding on to their clients.  This process was time consuming and an inefficient use of their highly-skilled staff.  Also, the lack of a centralized database of regulatory update articles made it difficult for the regulatory analysts in the organization to collaborate and share information with all of their downstream information consumers.

SyncraTec analysts helped ICS Compliance identify the following goals to address these issues and provided the system integration and custom .NET application development skills to deliver a solution.  (More about this project.)

• Provide a central repository of changes to banking laws and regulations
• Automate the selection of information based on client profiles
• Automate the generation of reports
• Provide professional look and feel to reports
• Have a flexible permission framework for user access

The All-in-One, Integrated, Affordable Network Solution for Small-and-Medium-Sized Businesses

A small business has many onging needs: to better organize and safegurad business information, to communicate effectively and professionally with customers and suppliers, and to make the most of your existing computers and office equipment.

Windows Small Business Server 2008 (SBS 2008) is an "all-in-one" server solution designed to help you keep your data more secure, your company more productive, and gives you the tools to present a more professional image to customers.  It provides many of the features used by larger companies — e-mail, Internet connectivy, internal Web sites, remote access, support for mobile devies, file and printer sharing, backup, and restore — all at one affordable price.

Think Your Business is Too Small for a Computer Network and Exchange Server?

With Windows Server 2008 Foundation and Hosted Exchange Services, you can now get the benefits of a computer network.

• Business Data Protection
• Improved Employee Productivity
• Increased Capacity to Grow

...with a smaller price tag than ever before.  You'll have:

• Shared, Centralized Data Stores
• Reliable Backups
• E-mail Anywhere
• Shared Calendaring
• Remote Access
• Mobile Access
• Efficient Document Management and Collaboration
• Resource Sharing (Faxes, Printers, Internet Access)

Contact Us for a complementary Business Technology Assessment and price estimate.

What's your Capacity-to-Grow Factor?

Here's an easy way to tell if you need a Customer Relationship Management (CRM) system...ask your salespeople one question: "Who's using Excel Spreadsheets or Outlook to track their sales activities?"  If you have folks tracking sales calls in a whole bunch of different Excel spreadsheets, or individual Outlook folders, you probably know, quite clearly, that you're losing opportunities every day.  It can be very difficult to keep track of what's current with an Excel spreadsheet, as soon as you print it, or e-mail it, and then update it again, it's out-of-date and somebody is not working with the latest copy of the data.  That's just the beginning of your problems if you're running sales with Excel.  Try gaining insight into your overall sales pipeline...not happening! (read more)

Integrate Your CRM

No man is an island; nor should any good CRM System be an isolated island of information.  It's not uncommon today to find growing, successful organizations that have accumulated a multitude of systems to handle order processing, contact management, domain-specific business applications, accounting, and reporting.  Is there really one system that can do it all?  Well, you're CRM system will never produce an income statement or pay your vendors, but you can go a long way to seeing that a quote generated in CRM updates an order in ERP.  Most of these cases are based on very specific needs; and arise from a certain level of overlap among existing systems.  But if you start out with a customer-centric application that is highly customizable itself, and that also has the ability to talk to other systems by performing data updates in real-time, you're going to be ahead of the game.  If you're doing duplicate entry, or getting caught with two sets of dissimilar data, or spending lots of time trying to keep your systems in sync, give us a call.  We'd love to help you integrate your CRM and synchronize your systems.

More than Direct E-mail Marketing

E-mail marketing isn't just e-mail marketing anymore.  It's really getting to the point where you need an e-mail marketing strategy to keep up with your e-mail marketing strategy!  Are you driving traffic to your web site?  Do customers know what you do and where your are?  What else can E-mail Marketing do for you?  What are the best practices for e-mail designs, landing pages, how to go about building a subscriber lists?  What do customers really want in transactional; or what do they like in promotional e-mails?  Shoot me an e-mail if you're interested in learning more about this feature-rich topic!  (Learn more about ExactTarget.)

 

SyncraTec now offers Hosted Exchange 2010 Services.

• More info

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