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Loans Express: 4-Hr Assessment

Solitea, a.s.

Four hours of initial assessment with our business consultant to see if Loans Express fits your needs.

Loans Express, powered by the Microsoft Dynamics 365 Business Central platform, is a complete customer acquisition, account management, and collections solution that delivers cradle-to-grave functionality across the contract lifecycle for automotive, asset, leasing, and lending organizations.

This four hours will be utilized by client key users and Solitea consultant to determine if Loans Express could be a right tool for your organization. Scope of our assessments:

  • Review of clients business process
  • Discussion of clients goals and objectives
  • Review of client current pains or challenges
  • Review of Loans Express main functionalities
  • Define project deliverables

Deliverables

  • Identify which Microsoft ERP product is best for you
  • Develop a strategic implementation plan
  • Project scope and estimation

Note

Please come prepared with supporting information to aid in a mutually successful discussion about your business needs per the above agenda.

Vos žvilgtelėjus
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