Knowing that the provision of Fractional
Asset Management Services should involve extensive
document management, and customer, asset and scheduling
tracking, Dr. Blozan today secured
a customization and use license for Waypoint Business
Software.
"Waypoint is designed to be the core office application
for clients that adopt it. It is a central nervous
system for managing contact relationships, workflow
work-in-process, document cataloging and knowledge
base content. It does not include accounting, but it
is designed to feed demographic and time tracking data
to cooperative accounting packages. In particular,
an export bridge is included for QuickBooks Pro because
that's the accounting package we use here at Fast Answers"
"Our rigorous office application includes several
major functionalities that clients have needed time
and time
again over our years of service. It can be adopted
as it is, or it can serve as the basis for a customized
solution. Since the data is kept in MS SQL Server,
it can be accessed by other tools and applications
as determined by each client's security policies."
Waypoint allows us to scan
and archive all source documents as pdf files.
It also allows clients to view, edit and insert
data and
access and upload documents on-line. It audits all
web site logins. This will greatly increase the productivity
of partners who wish to minimize partner meetings and
other interactions. For example, annual budget drafts
can be posted and reposted until partners reach a consensus,
all asynchronously from the privacy of their homes.
Read more about Waypoint at Fast Answers.
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