Client-branded SharePoint Team Services web provides a secure, web-based means to task manage, document share, communicate and offer help desk support.
Delfino Financial Services, CPA
Client Profile:
Delfino Financial Services is a Portland-based accounting firm offering a wide range of services to individual and business clients.
Client Needs:
Provide consulting services which enable us to move towards web-based integration of our business processes.
Recommend, install and network new PC's.
Improve the mobility of our overall operation including the strategic integration of PocketPC platform in a way which enables us to tie into our client database.
Implement a automated data backup strategy.
Increase our efficiency with using and sharing information in Microsoft Outlook.
LUCENT ID Services:
Technology implementation consulting.
Network administration.
Outlook software application training.
PocketPC strategy implementation.
Data archiving and disaster recovery consulting.
Results:
installed 5 new Dell PC's and implemented a web-extended, peer-to-peer network to increase interoffice efficency and enable secure remote access to mission-critical information.
Streamlined workflow through use of an installed Pocket PC network which captures and synchronizes client database information.
Increased client support capabilities w/ the use of the Pocket PC for gathering and synchronizing of financial data during client conferences.
A client perception that Delfino Financial Services is more advanced / efficient than other CPA firms.
LUCENT ID provides ongoing remote help desk support using a combination of NetMeeting's real-time collaboration tools, and SharePoint Team Services.
