Technology

Technology Solutions

“We are what we repeatedly do, excellence, therefore, is not an act but a habit.” — Aristotle

We ensure that the stated and implemented business tasks, systems, and methodologies are practical, efficient, and cost-effective and that they support the goal of security governance through the reduction of vulnerabilities and the avoidance, reduction, and mitigation of risk.

Technology

Business Management Software

Consolidate all your business processes into one simple, all-in-one business management portal. From your customer relationships to file sharing, invoicing, and project management, this All-in-One Business Software empowers collaboration with your team and automates client interaction.

  • Client Portal Software
  • Advanced File Exchange
  • CRM / Client Management
  • Advanced Form Builder
  • Appointment Scheduling
  • Project Management
  • Time Tracking and Billing
  • Email and Drip Marketing
  • and more.

Employee Training Solutions

Remove knowledge bottlenecks and recover productive time lost when staff looks for how-tos or unknown policies and procedures. Empower them with an online training system to house necessary how-to-core documentation. Put your employee handbook, standard operating procedures (SOPs), checklists, and compliance training at your employee’s fingertips.

Security Assessments and Audits

Our security assessment and audit process systematically evaluates your organization’s administrative, physical, and technology environments to improve an organization’s readiness and ability to identify, respond to, and recover from security threats and risks (i.e., security posture). 

Your Organization at Your Fingertips

Our Process Management Portal

Our easy-to-use Service Solution Packages include access to our custom Management portal that allows you to manage your employees, employee-related documents, and training at your fingertips.

  • Share and share your important organizational documents.
  • Allows for electronic signatures.
  • Access to customizable forms, policies, and procedures.
  • Online training modules, such as employment, HIPAA, IPC, OSHA, and more.
  • Customized Employee Onboarding and Orientation.*
  • Customized Compliance Assessments, Review Calendar, and Documentation

Available Technology Services

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Security Management Planning

Security management planning aligns the security functions to the strategy, goals, mission, and objectives of the organization. This includes designing and implementing security based on business cases, budget restrictions, or scarcity of resources. It incorporates the administrative, physical, and technological safeguards needed through federal, state, and industry governance.

Compliance Policies and Procedures

Get your roadmap to compliance for your organization with the policies, standards, procedures, and guidelines needed to maintain your compliance efforts. Once documentation is reasonably complete, it can be used to guide decisions, train new users, respond to problems, and predict trends for future expansion. We offer HIPAA, IPC, OSHA, and State Board regulation documentation review.

Risk Management

Our risk management system provides your organization with a detailed process used to identify factors that could damage or disclose assets, evaluate those factors in light of asset value and countermeasure cost, and implement cost-effective solutions for mitigating or reducing risk. Customized risk assessment and risk response are unique to each organization. 

Employee Training Sessions

We advocate helping new team members, existing people, customers, and vendors become productive organizational contributors. We provide in-person and online training programs to foster and motivate performance improvement, accountability, compliance, and team building. We focus on outcomes and building teams to serve customers with care, passion, and insight.

Starting at $39.00 per session.*

Employee Training Portal Solutions

Getting organized, motivating performance, and ensuring compliance are critical to success – especially when providing value-based customer experiences. We help compile your organization’s process materials into an easy-to-use, mobile-friendly employee training portal. 

Starting at $99.00 per month.*

Get Trainual
HumanResources

Employee Handbook

Your customized legal employee handbooks protect your practice that answer what it is like to work at your business. We keep them compliant when laws change.

Advertising and Marketing

Organizational Management

Organizational governance and management tools of policies and standards set the stage for what rules and procedures are needed.

Privacy and Security Regulations

Business SOPs and Guides

Operational manuals communicate how to complete certain standard jobs and procedures. We help you break them down into easy-to-follow actionable tasks. 

Let's Talk

You are scheduling your initial (no obligation or cost) discovery conversation with us via video conferencing. With a cup of coffee (or tea, if you prefer), share with us what you are experiencing, your goals and needs, and how you would like to proceed.

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