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

Teamwork with futuristic interface
  • Business Process Improvement
  • Current Template Review
  • Requirements Gathering
  • Project Management
  • Design

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

maintenance

Support

  • Database Refresh support
  • Document Generation support
  • Go Live support
  • Month End support
  • Onsite/Report support
  • Printer support
  • Systems support

 

Upgrades

  • 3E Templates (Design Gallery) upgrades
  • 3E Version upgrades
  • Server upgrades

 

contact us for more information