| CLIENT SOLUTIONS |
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Hale Solutions has been engaged to deliver solutions for
Fortune 500 companies and small businesses a like. The
following is a sample of the many applications created for
our clients. |
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Customer Business Review System (CBRS) |
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CBRS is
a sales force automation tool that allows field sales representatives
to quickly prepare customer business review presentations using
sales data from your accounting system. |
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Integrates with SAP
Business Information Warehouse (BW) (can also integrate
with other popular ERP systems from other providers such as,
JD Edwards, Oracle, PeopleSoft and any other accounting system
or data source). |
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Presentations can be
run off-line - no network connection required. |
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Can create presentations
in any common format: PowerPoint, Excel and Word. |
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Investment System Software Bridge |
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Data is imported
from Advent Axys on a monthly basis and the investment journal
entry created and posted to the general ledger automatically. |
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Before: staff
accountant manually prepared journal entry taking 2 weeks per
month to reconcile and prepare the journal entry. |
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After: investment
transactions imported, validated and posted to the general ledger
in less than 1 hour. |
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Web-Based Tradeshow Attendee Management System |
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Intergrates with a proprietary
tradeshow registration system. |
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Imports tradeshow attendee
registration and attendance transactions and maintains an enterprise-wide
repository of historical attendance transactions by attendee. |
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Allows tradeshow marketing
directors to query historical tradeshow attendance records to
build targeted marketing lists using custom query parameters. |
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Each attendee record
can be maintained, including: name, address, phone, e-mail,
trade associates, demographic data, spam settings. |
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| Web-Based Survey System |
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Customized online survey
questionnaires with many different questions types, including:
single choice, multiple choice, rating scales, drop down menus
and more. |
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Comprehensive reporting
options and packages. |
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For surveys that require
a high level of independence, Hale Solutions partners with the
public accounting firm Porte
Brown to handle all survey compilation and report preparation. |
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Property Management Reporting System |
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Integrates with DYNA,
a powerful and versatile forecasting solution used by asset
managers, REIT's and other institutional investors. |
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Connects directly to
the DYNA SQL Server database to create customized leasing reports
by property and industry. |
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All reports are generated
to Microsoft Excel. |
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| Payroll System Software
Bridge |
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After each pay period,
pay file imported and validated against all master tables. |
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Invalid records are identified
and can be investigated prior to posting. |
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Once all
records are validated, the payroll journal entry is automatically
posted to Timberline Office general ledge |
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