The largest and most experienced 3E Templates consulting firm.

3E Templates

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

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 2

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.