Integrated systems when looking to update data, and that it is consistent in multiple places
An easy way to report on data
Easy access across the board
Automated data integration
Accurate and up-to-date client records
A clean and quality solution
T-Tech has created a health check solution that ensures data quality is of the highest standard and is preserved, complete in a three-step process:
Data cleansing: we will run a traffic light report on the quality of a firm’s data across all systems
Systems integration: using smart tools, we have the ability to pull data from multiple places and suggest an effective way to integrate the sprawled data. As part of the integration process, this will fix the data quality such as correcting or deleting inaccurate records, managing duplicates and fixing incomplete data.
Presentation: a single reporting system will make data presentation easy, with everything accessible from all points and people.
Benefits for both client and accountant
Data will be consistent: if a customer changes their address in Practice Gateway, staff don’t need to make changes anywhere else. The data will auto-update around all the different systems and update the address.
Integration with Power BI: this will give the customer information about themselves, i.e. financial information, or progress on investments saving staff a lot of time gathering the data.
Speak to us today to fix the data challenges at your practice.