FICO® DM9 / CR Software Professional Services
Receivables Consultant specialists in FICO® DM9 / CR Software
Account Treatment Automation Solutions
- New Workflow Development: New workflows to achieve your desired results with best in class solutions suggested by our team
- Current Workflow Maintenance: Modify current workflows to improve efficiency and streamline operations
- Strategy Development and Execution: Design a streamlined workflow strategy built upon your desired end results.
- Account Lifecycle Workflows (known as “cradle to grave”): Full workflow design and build according to unique customer and/or branch structure. We specialize in building beginning to end workflows for the entire life cycle of an account. Decisions can be made based on most attributes of an account i.e. # of contacts, date last worked, date last paid, etc.
- Letter Series: Letter series automation with smart decision making abilities
- Task Automation: Automation of most manual tasks i.e. consumer and account level tag changes, workgroup moves, building a worklist or workchain of accounts meeting specific criteria, CBR’s and setting reminders for your employees based on predetermined criteria i.e. Broken Promise, PDC’s run out, etc. Job flows to handle many different actions based on specific criteria and ability to call the Drools to handle update of consumer, account, or UDP specific data.
- Vendor Automation: Automatically requesting vendor services using Automate software
- Export Automation: Any export can be designed and automated based on specific criteria
- Email Alerts: Email “mission critical” error notification to management to prevent wasted human resources
- Job Automation: Automation of most import and export files as well as success/error notification
Client/Vendor Interface Solutions
Interfaces: Interface development for clients and vendors
- Advanced knowledge of Pervasive tool
- Enhanced import and export formats
- Multi-record, .csv, .txt and Excel
- SQL and C# Programming
Data Mining and Manipulation: Automation for manipulation of data to modify database and generate on-demand reporting
Migration & Conversion Provisioning and Solutions
- System Provisioning: New system setup and development
- Conversion Resources: Internal resources can be supplemented by our expert level team for ease of transition
- Project Management: Expert level project management to maintain your conversion within a specified time frame
- Data Migration: Import/Export and data transformation as needed for a full, or partial, system conversion
- Business Process: Best in class environment structuring to meet future business needs
Reporting Solutions: Powered by Dynamic Intellect
Reporting Solution: Canned reports will not always fit a business model or your specific needs. We can build custom reporting with full drill-down capabilities, charts, and graphs capturing the data and presenting it in a professional manner with verbiage and terminology familiar to your company. This solution can be developed and fully automated internally (within your company – preferred method) or externally (data is warehoused offsite). Report delivery is available via web, mobile device, internal shared network drive, email or FTP transfer. Encryption of files is also available as needed. All reporting can be scheduled to meet operational needs.
Executive Level Dashboard: Utilizing industry standard tools we can develop a Dashboard to display your needed metrics and KPI’s at a glance. These dashboards can be accessed internally, externally, or via mobile devices at your discretion.
Data Access: We can build out a data warehouse solution within your current environment using industry standard tools like SSRS and Crystal Reports.
Report Scheduling: Scheduled delivery of basic reports. Reports that can be created in Latitude Account Analysis can be automated for delivery to email addresses. Or we can design a full, more robust, reporting center for you
Tools Utilized: We are highly experienced with SSRS, Visual Studio and Crystal Reports to develop even the most robust and parameter driven reports