Library:  Presentations, Articles, and Product Information

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PS.CRT Overview  

The Contact Relations Track application, PS.CRT, manages Company, Person, and Prospect contacts information and status in a central database.  PS.CRT provides independent data views of not just Company, Person, and Prospects, but associated ancillary address, online, voice/text, notes and events information.  By default, these views display all data but with a single click, the views are synchronized to the respective Company, Person, or Prospect for a focused view.
PS.CT Overview  

The ClientTracking application, PS.CT, manages client and plan administration workflow and status data in a central database with user functions tied to administration processes to facilitate plan status review and update.  PS.CT is a multi-user application where user login is required to access application functions and user entitlements tailor function access at the user level.
PS.ACV Overview  

The ParkereSSe Access, Control, Verification add-in, PS.ACV, is an application library that manages user login, user entitlements, and license verification.  PS.ACV can be integrated into customer host applications to provide full-featured license and user management.
ABC Presentation
Mar 2017		   Technology -- The Knowledge to Shape Your Operations:  Explores the world of technology terminology and concepts with insights that can help evaluate and improve your back-office operations.
Data Rights and Wrongs   ParkereSSe revisits the Bill of Rights and Infamous Sayings from a technology and back-office operations perspective.
FIX IT!   Don't live with back-office issues...FIX IT!.  An overview of common back-office issues that go unresolved with suggestions to FIX IT.
State of the Retirement Industry Address   A light-hearted debate of the Retirement Industry from a back-office view.

PS Learning Center

 

A series of lessons on improving the back-office.

AIA: Advancing the Back-Office Paradigm   Introduction to AIA (Automate, Integrage, Add) concepts as applied to typical back-office workflows with AIA-readiness guidelines for back-office assessment and action plans.