Category: Business Applications

Custom Solution for Royal United Mortgage Optimizes Loan Options Worksheet

9/24/2021

Case Study: Royal United Mortgage Enjoys Optimized Loan Options Worksheet

Royal United Mortgage - Loan Options Worksheet
Eric Ashton, VP of Information Technology for Royal United Mortgage, was noticing the outstanding customer experience provided by their loan advisors was at risk of deteriorating. “We train our folks to dig deep and ask the questions that go beyond a simple refinance. We build a positive rapport and relationship to set ourselves up as trusted advisors, providing customized loan options that best fit the needs and financial situation of the customer.”

This consultative process is a hallmark of their business, and once the loan advisors gather information from the customer, a customized set of loan options is presented.

Read the entire case study here.

Looking to improve your business processes? Schedule a consultation with us here.

Comments

Extend, Scale, and Grow the Impact of Microsoft Teams

1/7/2021

Comments

Extend, Scale, and Grow the Impact of MS Teams

We wanted to share an opportunity we discovered hiding in plain sight that may help improve your business, like it has for some of our customers.

In conjunction with the popularity of Microsoft Teams (the chat, document collaboration, and online meeting software platform), Microsoft has opened up the ability to develop and deploy additional functionality using that platform to consolidate your common, more time-consuming business software activity. Your staff can be much more effective by remaining in one platform, instead of jumping from one program to another.

What is Microsoft Teams?

At its core, Teams is a chat, online meeting, and document collaboration platform.
Beyond that, Teams represents a unique opportunity for you and your organization to bring together disparate and siloed applications on to a single platform.
Microsoft realizes the opportunity this represents and continue to invest heavily in building out the capabilities and feature sets within Teams.
We’ve seen our clients take advantage of this capability to improve business processes by establishing a common platform for chat and collaboration.
Teams can be transformational, taking mundane and repetitive tasks and standardize on one platform to drive efficiency within the organization.
There are many uses cases that Teams represents to combine or even replace business applications with an organization.
Leaf has helped companies use Teams as a platform to extend, scale, and grow the impact Teams has on the organization. There is potential to strategically leverage MS Teams to impact far reaching areas of your business.
View Part 1: Extend, Scale, and Grow the Impact of MS Teams.

Comments

Leaf Software Solutions and ARIA Diagnostics Team Up on COVID-19 Test Tracking Application

8/6/2020

Comments

Two Indiana companies are collaborating by combining testing and laboratory services with a software solution that tracks, monitors, and reports results.

CARMEL, IND. (August 6, 2020) - Leaf Software Solutions has developed a COVID-19 test tracking and compliance solution. In collaboration with ARIA Diagnostics, which operates COVID-19 testing sites throughout central Indiana, the software application is now being offered to organizations wishing to proactively address the sudden changes required as people return to work, school, and other activities. With a comprehensive testing, tracking, monitoring, and compliance solution, organizations will have information at their fingertips that will allow them to make decisions that prioritize the health and safety of their workforce, customers, student body, visitors, teams, etc.

“Our goal from day one has been to help people return to their lives as safely as possible,” said Vipin Ahlakha, President of Aria Diagnostics. “The software application from Leaf is a valuable complement to our diagnostic testing and laboratory services. A single test result is certainly useful, but organizations require a comprehensive view to track results and have information to help keep people’s safety first as the country and the state reopen.”

Chad Hankinson, President at Leaf Software Solutions noted that, “Proactive testing and tracking provides businesses, schools, higher ed institutions, and many others with the tools needed to keep safety as the top priority for their operating procedures. It makes good business sense, as does the collaboration with ARIA.”

As a result of this partnership, organizations may use ARIA Diagnostics for on-site testing as well as several drive-through locations along with the Leaf test tracking application as one comprehensive solution. The tracking application from Leaf has capabilities that include an executive dashboard, individual compliance and monitoring, test tracking, system generated alerts and reminders, 360-degree views, as well as field level auditing. By using the Microsoft Power Platform, the developers at Leaf created a flexible solution that may be repurposed and customized to add value to organizations seeking to track virtually any process, such as policy and procedure testing, compliance, and skills testing.

About Leaf Software Solutions: Leaf Software Solutions has been delivering mission critical business solutions for over 30 years. Our consultative approach results in custom-tailored solutions that create value for your business. Learn more at www.leafsoftwaresolutions.com.

About ARIA Diagnostics: ARIA Diagnostics is a high-complexity, CLIA-certified, CAP-accredited clinical diagnostic reference laboratory located in Indianapolis with over a quarter million patient specimens’ experience delivering timely, accurate, clinically actionable information through our nationwide COVID-19 testing, medication monitoring and drug testing services. ARIA Diagnostics is committed to the improvement of patient care by expanding its national clinical laboratory network to provide population specific, decentralized, and clinician tailored testing. Learn more at www.ariadxs.com.

For more information contact:
Leaf Software Solutions
Marty Bird
317-814-8000
mbird@leafsoftwaresolutions.com

ARIA Diagnostics
Susana Suárez
617-633-8927
susana@mediamoon.us

Comments

Reporting & Dashboards

5/24/2018

Comments

Sage Intacct Reporting and Dashboards

Gain Visibility and Insight with Sage Intacct Cloud Financial Software

As your business grows, your finance team feels the pressure to expand the breadth, accuracy, and granularity of your financial and management reporting. Executives, investors, shareholders, auditors, and others want to know more than what’s happened—they want to know why. And you want to get this information quickly so your organization can correct problems or respond to opportunities before the moment is lost.

That’s why you need best-in-class cloud financial management solution from Sage Intacct. Its reporting and dashboard features ensure you get the deep operational and business-performance insights that tell you why—and the real-time view that enables you to act today.

See every dimension of your business

With Sage Intacct, you can more easily create reports, graphs, dashboards, and visualizations that analyze performance by business driver. When you use dimensions to tag transactions and store financial or operational data along with its business context, you’ll fundamentally improve your reporting—and get fast answers to your business questions.

Sage Intacct includes 10 built-in dimensions for capturing and reporting on business context, including department, item, and employee. You can also create additional custom dimensions to track other business drivers.

Get the rich reports you need—the way you want them

Create reports that go deeper by drawing on your combined financial and operational data. What’s more, you can drill down to source transactions for immediate, granular details or easily view consolidated reports without waiting for period-end. With Sage Intacct, you can do it all without exporting data to a spreadsheet, writing custom scripts, or waiting on someone to customize reports.

Take advantage of more than 150 pre-built accounting and financial reports—or build and customize your own reports right from within Sage Intacct. With flexible scheduling and delivery options, like email and cloud, you can get reports when you need them, where you need them.

Make it easy for stakeholders to get the insights they need

Display real-time reports, metrics, and insights tuned to the needs and perspectives of all stakeholders—in finance, sales, operations, and the boardroom—wherever and whenever they need them. Dashboards provide at-a-glance views of what matters most: cash balances, project profitability, deferred revenues, revenue per square foot—practically any ratio or metric you need.

Plus, data visualization features let you easily flag important trends, display critical comparisons, highlight missed or hit targets, and more. Skip the hassle of exporting data to a spreadsheet or presentation program and emailing it; instead, just build a dashboard once, then let Sage Intacct update it for you in real time.

Elevate your success with Leaf Software Solutions

Sage Intacct unlocks valuable insights that help you plan smarter and lead with confidence. And Leaf Software Solutions offers a proven yet flexible framework for successfully implementing business cloud applications like Sage Intacct, so you can focus on your business and not on technology.

Ready to set your sights on success? Contact us today!

Comments

Dynamics 365 / CRM

2/5/2018

What is Dynamics 365?

Dynamics 365 brings together the best of Microsoft’s CRM and ERP cloud offerings into one cloud service with specific, purpose-built apps for business functions. Sale, Marketing + Adobe, Finance, Project Service Automation, Customer Service, Operations, Field Service along with PowerApps, Power BI and Flow into one unified platform.

The apps are designed so they can be easily and independently deployed, which means you can start with the business area you need and scale as the business demands. All Dynamics 365 apps, plus the larger portfolio of cloud solutions like Office 365, will share a common data model so it will be a breeze to adopt additional capabilities.

Leaf empowers organizations to leverage technology to create efficiencies and become more profitable. By combining your business logic, processes, and people with Dynamics 365 we are able to build custom end to end enterprise business software that manages any of the relationships that are critical to the success of your business.

Dynamics 365 End Users benefit?
First off, it is a gorgeous application that has a modern but familiar feel that your employees love

Start with what you need. Dynamics 365 business apps fit specific roles so you can start with what you need and grow at your own pace. Traditionally you’d have to purchase the entire ERP or CRM together but with this decoupled approach, you can start where you want, and pay only for what you need. For example, you can get finance and then supply chain operations or customer service.
Productivity where you need it. By connecting the structured workflow of business applications and processes with the unstructured work of collaboration and productivity, employees will be empowered with a merged world that reduces task/screen switching. The common data model makes it easier to surface context across Office 365, Dynamics 365, Power BI and more.
Gain insights from built-in intelligence. Everyone wants dashboards and dreams of predictive and prescriptive analytics. By infusing business applications and processes with big data, advanced analytics, and IoT out-of-the-box, the tools can proactively guide employees and customers to optimal decision making and outcomes. With the power of the cloud and machine learning, you can connect what matters and transform insights into action.
Be ready for growth. Organizations can reimagine their business models with a consistent, flexible, and extensible platform. These nimble applications will let them compose, modify and extend processes in real-time. You can deploy true unified commerce at a global scale and continue to grow and evolve the business software for a lifetime — all without the cost, complexity, and inflexibility of other solutions.