Solution Examples

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Comprehensive data cleanup, process/template review and update, project budget, staff goals/budgets, staff assignments, synchronize data between other systems (SalesForce, Dynamics, CRM.)

Time postings, reminders and approvals, clear draft invoices, apply finance charges, eliminate repetitive manual steps, project creation, data population - feed from other systems. 

Push relevant information to the proper individuals that cane take action, enhance data to make it simple to take action.  For example: send billing managers top 5 clients in term of AR age, amount or other relevant metric; include correct contact information for billing contact, pre-populate email with relevant information-allow user to modify but essentially reduce the collection process to a few button clicks from one screen.

Bring in all relevant info to a single screen and allow user to make changes and commit. An EDD solution will run in the background to keep CCH Axcess in sync with the changes.

When certain projects reach a WIP limit, an approval/reminder will be sent to stakeholders to address appropriately.

Keep managers in the loop with a notification system that shows which projects are in process, current status/WIP, which projects are nearing certain thresholds and which projects are over budget. Enable appropriate action before it becomes a major problem.

Keep client contacts in sync for billing, correspondence, etc. Customized solutions determine which record to use and populates all relevant clients accordingly and always in sync.

Many options available to automate the EL process from creation through delivery and acceptance.

Common use case is after initial year when some misconfigurations in workflow/workstream templates cause problems and the solution is to deploy new templates. An effect of this is losing all project budget data, which we can resolve quickly and with minimal effort.

Opportunity in CRM is closed/Won - Create Client in CCH and create appropriate project based on CRM data. Applies to Workstream AND Workflow. No manual steps in the process once an opportunity is won. 

Automate creation of and population of Billing Groups, Client Groups, Client family organization, etc. 

Helps users transition from PM to Axcess Practice. Dashboards, automations, robotic process automations, and more that are catered to each individual firm to enable a swift and efficient migration with high-quality results.