Your trusted partner
With over 200+ years of combined industry experience in-house, let our expert team guide you through the strategic decision-making process with ease.
3E Templates
Strategic Consulting
Analyze: We take a deep dive to understand your current process and opportunities for improvements.
Assess: We evaluate your existing templates to ensure they’re working as effectively as they can be and find areas for improvement.
Review: We define what we’re building and ensure it will meet your needs by completing an extensive requirements session with your staff.
Plan: Our world class project managers plot an optimized course to minimize scope creep and maximize the use of project management time.
Design: We get to work providing efficient, effective, and visually stunning solutions.
3E Templates
Flawless Implementation
Technical Expertise: Installs & Upgrades, Database Setup and Template Conversions.
Billing Templates: Invoices, Proformas, Credit Notes, E-Bills, Multipayor, Reminders, Collections, Account Statements, and Personal Bills.
AP/Trust and Electronic Bank Templates: Check (Cheque) Templates, ACH, SEPA, EFT, BACS, and Positive Pay.
Reports: Conflict of Interest, Batch Printing, Status, Error Handling, and Custom.
Training: Server/ Environment Management and Troubleshooting, Basic to Advanced Template Development, and Bespoke Client Specific Training.
Onsite / Remote Support: Requirements Gathering (SRS), Training, UAT, and Go Live
Project Management: Planning, Budgeting and Risk Management.
User Acceptance Testing (UAT): Testing Plans and Scenarios, Collaboration, Issues Management and Reporting, and Training.
3E Templates
Ongoing Support
Dato-Care Team: Get fast and reliable support for template issues and smaller projects.
Troubleshooting Experts: Resolve document generation problems and provide database refresh support.
Go-Live & Beyond: Ensure smooth launches and provide ongoing month-end assistance.
Flexible Support: Receive onsite or remote help, including printer and system support.
Seamless Upgrades: We’ll handle 3E Templates (Design Gallery), 3E versions, and server upgrades for optimal performance.
More Services
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