We offer a full suite of training, consulting and add-on options to help you maximize your results with InTempo Enterprise. Whether you’re new to Enterprise and need a crash course or a long-time customer looking to get the most out of the system, we’ve got something for everyone and every budget. Work one-on-one with InTempo experts who understand your organization, your challenges and goals. Sessions can be held on location at your business, via WebEx, or a combination of both.
Make your life easier and your business run better. We’ll look at your operations and finance processes from top to bottom. After our assessment, we'll make recommendations big and small and help you execute. The Full System Health Check is tailored to your business with a combination of on-site visits and online WebEx sessions. We can work with you to:
Save time instantly and eliminate headaches that result from inefficiency. We’ll assess your current accounting processes to provide guidance on best practices and uncover errors your team may be making. We can work with you to:
Odds are good that when using the system to its fullest extent, you’ll be able to save time and decrease operational costs. We’ll work with you to identify features that can help you work smarter and maximize profitability on every transaction. We can work with you to help you:
Get insights into your entire business from one place. Whether you want training or custom-built dashboards, we’ll show you how to use this powerful package to make smarter decisions and get better results. We can:
Take your business to the next level. We’ll show you a variety of modules and tools that can be added to Enterprise. Add on's include:
Training for all of your employees can make your team work faster, smarter and better. New hires can learn the in's and out's of the software according to best practices. Current employees can learn shortcuts they never knew existed and correct mistakes they make have picked up from somebody else. Whatever area you need training in, our team has the experience to help.
Aerial Access Equipment is an independent aerial work platform and forklift rental specialist company serving Gulf Coast customers from five locations. DeAnna Freeman, a former InTempo customer and current member of our Professional Services team, spent several days onsite at Aerial Access Equipment to analyze their system processes and make recommendations. Controller Fawn Robicheaux talks about the experience.
Fawn: We’ve known we needed some training for quite a while. When I started at Aerial Access Equipment, the CFO was also new. Now we’re trying to learn as much as we can about the software. We open tickets with InTempo’s Customer Support team when we need assistance, but I knew it was time to be proactive about getting training. And while DeAnna did provide training, she also opened our eyes to some things Enterprise can do that we weren’t aware of.
Q: Did you have one major ‘pain point’ or problem you were looking to solve?
Fawn: Yes, we wanted to reduce the time it takes to close the books each month. DeAnna is helping us make process improvements, like automating the many month-end reports we run. We’re working on the solution together, and once it’s done there will be a huge time-savings for me. Right now, I probably spend about four hours each month running just the bookkeeping reports. We also have a KPI (key performance indicator) report that goes out to management. DeAnna is helping us automate this report too, so we don’t have to go in and manually plug in the numbers every day.
Q: What areas of training did she provide that were particularly helpful to you?
Fawn: DeAnna spent time with me, and with our AR and AP people, and watched us work. From there, she started to make recommendations. She was able to show us how to do some things more easily or efficiently, and use shortcuts in the system. For example, one of our employees had been entering invoice headers in a way that created unnecessary work, which led to inaccuracies. DeAnna showed her how she could improve the process. Another example is that DeAnna showed me how to enter items in the system as prepaid, which automatically creates a journal entry every month. This is huge for me, so I don’t have to do manual entries. We also got training on Roleplay and Reporter. Like the saying goes, “You don’t know what you don’t know!” Even the small tips DeAnna gave us are going to add up over time in terms of data accuracy in the system and ease of doing everyday tasks.
Q: Do you have plans to work with DeAnna in the future on continued improvements?
Fawn: We have a lot of things we want to work with DeAnna on. Two that come to mind are physical inventory and AP accruals. We took inventory last year but didn’t have a tried-and-true process in place. DeAnna has recommendations on steps to follow. AP accruals are something we’ve never done as a company, so we’re starting to clean up the report for that. We didn’t even know there was a report in the system that would provide the information so easily. And that’s just the beginning. It’s so beneficial to know you have a person you can go to for answers as questions come up. We’re hoping to work with DeAnna on an ongoing basis, here at the office and also with WebEx. She’s a fantastic resource, because she’s not only very knowledgeable about the system, she also has an accounting background. I highly recommend that all InTempo customers think about inviting DeAnna onsite to do a “checkup.”