Professional Services for Dynamics GP, CRM, QuickBooks and Syspro

Needs Analysis
Leveraging technology effectively for your organization requires a sound understanding of your business needs & requirements. A Needs Analysis helps unearth requirements that any information system must address. Using a methodical and deliberate approach, CBIZ Technology professionals will carefully define the organization’s “Current State”, while meticulously architecting the “Future State”. The finished document serves you as the blueprint for moving forward with your technology project, and arriving at your destination.

Software Implementation
Project management is key to success with any software implementation and ensures your project will achieve success. CBIZ Technologies professionals provide organization, task sequence, milestone identification and project management as a single and well-orchestrated effort that accomplishes the stated goals.

Technical Training Classes
CBIZ Technologies can provide a wide range of technical training in our Microsoft-certified training facility, or we can come to you. In either case, the training is hands-on, collaborative and enables staff members to become immediately productive in the workplace. See our training class schedule.

Client Care Support Center
Need help, and need it now? Contact our Client Care Support Center and you will get the answers you need to remain productive. Our care center operates 12 hours each business day and is staffed with Microsoft-certified professionals who can assist you with leveraging the value of your investment and help solve your technical issues.

Collaboration with Microsoft SharePoint

Customization of Microsoft Dynamics GP, CRM, QuickBooks and Syspro

When your organization has a unique internal process that provides a competitive advantage, CBIZ Technologies can customize your software product to reflect those unique requirements. Software customizations are seamless and behave with the Microsoft, Intuit or Syspro software as if part of the original product all along.

Software Development

Above and beyond customization and enhancements to off the shelf software, our software development team is committed to providing clients with the best software solutions to meet their unique needs. We pride ourselves in doing a thorough, honest evaluation and providing the best solution for the client. Examples of the broad range of software solutions we provide include: Custom Built Software Applications, Business Intelligence and Application Integrations.

Custom Built Software Applications: Often, when the business needs cannot be met by “out-of-the-box” software applications, building your own is the best solution. We provide custom built software applications using up-to-date Microsoft technologies such as .NET application programming and SQL Server database architecture.

Business Intelligence (BI): CBIZ Technologies provides clients with expert analysis, design, and implementation of enterprise-wide BI solutions. From data warehousing architectures to multi-dimensional data structures (cubes) to executive dashboards, we can accurately assess your needs and provide a high value, high quality BI process that fits in to your IT software application landscape.

Application Integration: CBIZ Technologies provides expertise in integration from small point-to-point scenarios to large “Publish/Subscribe” integration engines. CBIZ can help you analyze your integration needs, map out a plan, and implement the process. We can also provide ongoing support of custom developed systems.

Hosting Services
Keeping things simple in the back-office allows you to focus on your core business. CBIZ Technologies can provide complete hosting services for your business that keeps your hardware and software safeguarded, backed-up, with built-in fault tolerance to guard against electrical or communication failures.

Disaster Recovery & Planning (DRP)
Backing-up and safeguarding data often becomes a task that businesses “assume” is working correctly each and every day. A good DRP plan should be documented and made to pass tests periodically. CBIZ Technologies can develop an appropriate DRP plan and demonstrate that it is actually working by conducting periodic tests.