Consulting Overview

Auditing

• Electronic Files
• Company Payables
• Agency Receivables

Consulting & Customization

• System Utilization Review
• Optimization of Agency Procedures & Workflows
• Integrated Proposals & Formletters
• Custom WinReports
• Automated Marketing
• Tools for Managing an Automated Agency
• Agency Specific
• Accounting Models
• Custom Decs & Integrated "Company Forms"

Training

• Introduction to WinTAM
• Electronic Filing (E-Filing)
• Accounting
• System Management
• Workflow Training
• Automated Marketing
• Proposal Set Up in WinTAM
• Form letter Creation & Organization
• Creating Custom Applications & Forms
• Version Upgrade Training

System Maintenance

• Setting Up Codes & Fields
• Nightly Utilities Set Up
• TAM Utilities & Set Up Options
• Closeday & Month End
• TAM Security Settings