Professional Services

Moncrief Technology Solutions meets the needs of organizations by providing software solutions that save time while increasing efficiency and profitability. Whether you need a system that involves finance, manufacturing, sales and marketing, or customer relationship management, we strive to achieve favorable results for your organization.

Business Systems Consulting - Moncrief Technology Solutions is committed to delivering solutions that help businesses operate more effectively and profitably on a daily basis. We have a team of experienced professionals focused on optimizing and streamlining business processes so your business solutions work for you, not against you. Whether you need to integrate back office accounting and customer relationship management or streamline manufacturing, distribution and inventory management, Moncrief Technology Solutions is ready to serve you.

Needs Analysis - As your company grows and your needs change, your current systems may become inadequate and unable to meet your requirements. We can help identify areas where technology and procedures will help improve efficiencies and productivity in your business process.

Custom Integrations - We understand that no out-of-the-box system will meet every one of your organization’s requirements, so we design, develop and customize a wide range of solutions for our customers. We have developed complete business solutions as well as customized many of today’s leading systems to ensure that our solutions are tailored to meet the specific needs of our customers. Some examples include importing vouchers, invoices, journal entries, banking activity etc. into your back office financial system, automatically clearing bank statement items for your reconciliation, or exporting Positive Pay files to your bank for check clearing security. With our extensive integration experience, this is only a sample of the types of links and connections we can create to bridge your many systems allowing a comprehensive integrated solution.

Custom Applications - In many cases, you need a custom application to accomplish your goals and extend your core business application functionality. Moncrief Technology Solutions has developed several turn-key solutions and can create custom solutions to meet your organizations needs. Some examples include a bill-of-materials module, a voucher import utility, an invoice import utility, a journal entry import utility, a Payroll import system, and an automated bank reconciliation system. Each of these tools is integrated into Platinum for Windows and can be easily tailored to your specific needs.

Solutions Implementation - After a needs analysis has been completed and a decision has been made with respect to appropriate software applications, we compile the relevant information about the customer’s business processes and existing technology infrastructure, and create an implementation and integration plan. During each phase of implementation, we use a formal review and approval process to address any customization and configuration requirements. This process ensures the rapid and accurate turnaround of configuration and customization changes. Before going live, we typically conduct parallel data processing in our model environment to validate proper system configuration, security verification, and technical functionality thus ensuring a successful implementation

Custom Reports - While all of the systems we implement have a large array of standard and customizable reports, most organizations have some level of specialized reporting needs. With our extensive experience in this area, we offer virtually unlimited custom reporting capabilities using the latest tools including Crystal Reports and Microsoft Access.

Financial Report Writing - Whether you are a user of Sage PFW, Microsoft Great Plains, Microsoft Solomon, or any other mid-market system, FRx is your solution for financial reporting. FRx has become the premier financial reporting tool of the day, and Moncrief Technology Solutions offers expert custom FRx report writing services to meet even the most complex reporting requirements.

Training - Because we understand each company has a unique set of learning needs that are often compounded by a number of variables: multiple locations, time limitations, system customizations, etc. Moncrief Technology Solutions will customize a training program to help meet your company’s specific learning needs. Our goal is to maximize the effectiveness of the training while minimizing costs. We accomplish this goal by providing several training options including on-site training, web-based training, and Classroom training.

On-Site Training - Often the most convenient and most cost effective solution, on-site training allows us to offer education on a very flexible schedule in your company’s own environment. This allows minimal staff down-time as we meet your scheduling requirements; and staff is not required to travel to an off-site facility wasting time and money.

Web-Based Training - Remote access training is designed to provide instruction to students when on-site training is not convenient, or when students are located distantly from the office or a physical learning facility. This type of instruction is particularly appropriate for “refresher” courses, technology updates and basic user navigation .Currently, Moncrief Technology Solutions does not offer CPE credits for classes taken over the web. If you require CPE credits, please contact us so we can work out an alternative training solution.

Classroom Training - This type of instruction is offered when larger groups need off-site training in order to accommodate workstation and space requirements, as well as to allow undivided attention to the training materials, which is sometimes hard to do with the daily demand of being in the office.

Ongoing Technical Support - Moncrief Technology Solutions offers expert technical support in times of need via Remote Access to your system, Telephone, and on-site visits. Our consultants go the extra mile with availability during off-hours, nights, and weekends; and we understand the importance of keeping mission-critical systems live.