Chartsoft : Information Management







Friday 30th July 2010

 

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Data In

        Data Out


Control and integrate all your critical data, ensuring that vital information is captured, maintained and updated as necessary within a user friendly system

Stored data must earn its keep by:

  • Being robust, meaningful and multifunctional
  • Adding value to the practice
  • Providing a rapid response on taxation and other issues
  • Ensuring all forms of communications are recorded

Data must not hinder performance by:

  • Becoming an expensive black hole
  • Adversely affecting efficiency by being cumbersome
  • Impacting upon business opportunities due to inaccessibility
  • Being incompatible with other data

Businesses must capitalise on automated processes by:

  • Centralising information for data manipulation
  • Combining WIP, CRM, Time Management data in a user friendly format
  • Storing current and historic data concurrently
  • Synchronizing WIP and staff records for priority deadline
  • Enabling the user to generate user defined reports

        Increase recording capacity and retrieval by:

  • Processing all data via a virtual memory
  • Enabling concurrent users to access the system
  • Analysing data via server processing to minimise impact on the network traffic
  • Storing all actions and communications in a consistent manner
  • Retaining and updating multiple records simultaneously
  • Authorising managers to approve WIP and billing throughout the month
  • Eliminating the need for large paper-based client files

        Data must be controlled by:

  • Authorising personnel with password protected access to some or all areas of data
  • Enabling authorised users to track both statutory and non-statutory dates
  • Planning and project managing all scheduled activities
  • Utilising SQL automated data retrieval
  • Automatically updating new or recurring jobs
  • By drilling down into core data to identify trends and opportunities
  • Accurately allocating tasks to staff with the correct skills mix
  • Reducing the need for staff to understand database structures
  • Reducing the need for staff to understand database structures

Akhtar & Co 11 Regent Place Rugby Warwickshire. CV21 2PJ. Tel: 01788 579449.
Registration Number 3267543 Registered Office 16 Bromleigh Drive Coventry. CV2 5LX.