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Systems Review & Recommendation Services

Your systems investment serves as the foundation that powers your business. The optimization level of your systems is rooted in the understanding of the features that apply to your business needs. A properly tuned environment will increase data accuracy, reliability, timeliness, and insight for your management team across your organization. Whether you are using Quickbooks, Costpoint, or other business systems, we want to offer our insight and knowledge to ensure you are getting the functionality and support your organization needs. Our experts specialize in system reviews and upgrades to ensure your platform is optimized for your processes. If your system has gotten stale and is not tuned up for today fast paced business environment let CRI provide a no obligation systems review & recommendation today.


Signs that it may be time for a systems tune up include:

  • Your Month End Close takes more than a week

  • Your Organization Structure no longer supports the changes that your company has seen due to new lines of business, acquisitions, reorganizations, new markets, etc.

  • Your Account Structure no longer produces the types of detailed analysis required to ensure your program managers are getting the data needed to be successful

  • Are you taking advantage of the latest features and new functionality?

    • Preprocessors that make data flow between systems to allow your personnel to stop data processing and start data analysis

    • Import Time & Expense Commitments

    • Project Setup Templates

    • Labor Proration for New Hires and Terminated Employees

    • Leave Reconciliation

  • Are you taking advantage of the right system configuration strategies that allow personnel to get their jobs done faster?

    • High Value Timesheet Defaulting Strategies like Labor Group T/S Defaults

    • Employee Classes that allow business rules to be enforced for Labor Collection

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CRI’s no obligation Review & Recommendation Services provides prompt identification of gaps that can render quick plans for system initiatives that will provide your team with the tools needed to be more productive. The CRI team of professionals, most with 10+ years of experience and industry knowledge, can tackle system and process issues found and help craft business best practices for your team.


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