- Business Process Improvement
- Current Template Review
- Requirements Gathering
- Project Management
- Design
service offerings
Our team of industry-leading experts can lead you and your team through the Strategy, Implementation and Maintenance
of your 3E Templates (Design Gallery) solutions.
Strategy
With over 150+ years of combined industry experience in-house we can help guide you through the strategic decision making process and recommend industry standard best practices every step of the way
Implementation
We are a team of experts who specialize in industry leading 3E Template solutions. Our job is to ensure your requirements are met and any opportunity for improvement is addressed.
Maintenance
Whether it’s providing quick, same day response for issues that arise with day-to-day business, providing long term expert level support. Datolite is able to ensure you are not left with a problem that doesn’t have a solution.
strategy
implementation
Installs/Upgrades
- 3E Templates (Design Gallery) initial installation
- 3E Templates (Design Gallery) upgrade to latest version
- 3E Database Re-points
- Existing Template Conversions
Banking/Financial Templates
- Cheque Templates: AP, Trust, Expense
- Money transfer files: ACH, SEPA, EFT, BACS
- Positive Pay
Other Templates
- Batch Printing
- Conflict of Interest
- Custom Solutions
- Error Handling
- Data Uploads (Cost and Time)
- Reporting
Billing Templates
- Single and Joint/Group Invoices
- Single and Joint/Group Proformas
- Credit Notes (Partial and Full)
- E-Billing: LEDES (all types), Litigation Advisor, Custom
- Multipayor/ Splits
- Personal Bills
- Account Statements (Client/ Matter)
- Reminders Statements/Emails
- Collection Letters/Emails
Integration Services
- 3E Templates (Design Gallery) initial installation
- 3E Templates (Design Gallery) upgrade to latest version
- 3E Database Re-points
- Existing Template Conversions
Project Management
- Plan and manage project activities and milestones
- Development of project plans
- Controlling project scope
- Ensuring timeliness of deliverables
- Track and manage budgets
- Identify and quickly address project risks
- Planning and oversite of User Acceptance Testing
- Regular status meeting and project communication
User Acceptance Testing
- Assist with testing plans
- Assist with pre-determined testing scenarios
- Assist with end-to-end testing and recording results
- Automated document comparisons (see Datolite Test Manager)
- Collaboration with end users
- Issue management and reporting
- New process demo/walkthrough with project team and end users
Datolite's new
dato-care team
Our dedicated templates support team is available for all
your smaller projects and can provide reliable
fast turnaround service.
- Custom Template Updates
- Support
- & More
maintenance
Support
- Dato-Care Team support
- Database Refresh support
- Document Generation support
- Go Live support
- Month End support
- Onsite/Remote support
- Printer support
- Systems support
Upgrades
- 3E Templates (Design Gallery) upgrades
- 3E Version upgrades
- Server upgrades
Visit our 3E Templates/Design Gallery Pages