AML Software Integration Challenges, Issues & Opportunities - Meeting - 2/9/21
You can use this to inform people who didn't attend or to keep track of what was discussed during the meeting.
Active Directory - standardized and shared data objects used across all of our corporate applications
Website
Sharefile
Joomala
Authorize.net
Best Solution? We like?
Used to process web payments
Stamps.com
Not a stable solution
Can we study alternatives? Lets ask partners/competitors what they use.
Used for shipping orders
Media Lab
Need to explore all features and capabilites and how we can leverage
Cortney & Todd to evaluate and report back
Can we integrate with HRIS?
LMS for HR and Lab related actives
Quickbooks
(Karen Handles) Acounts receivable and client billing
Do we integrate into quick books or other solution?
(Maureen handles) Accounts Payable
Used for payroll
Is this best system or do we study using HRIS for Payroll?
How easily can it integrate with HRIS key ?
HRIS
Subtopic
Performance Management
Employee Handbook / Compliance Records
Onboarding & Offboarding
Time / Absence Management
Training LMS & Certification Documentation
Employee Demographic Data
Inflow
Working well?
Used for inventory
Lab DAQ
Panel problems currently
How will custmizable options affect us?
Pricing arbitratry
No cost tracking possible
Selection of bundles makes no sense
How will it handle new tests?
Many LIS in Market
Our LIS
Alletess View
When do we shut down and force migration to CRM?
How do we best standardize & migrate data?
Lets meet to next week to continue discussing
Suite CRM (eg SalesForce)
List the tasks that made decisions during your meeting here, as well as the person who is responsible for carrying out that task.
You should also discuss the results you expect.
Open Source and cheaper than actual SalesForce
Compatible with HRIS?
