Health check for your Greentree system

A Health Check on your Greentree System ensures you maximize the benefit to your business of your software use. Time, business changes, upgrades and staff changes can all reduce effectiveness.

Areas reviewed include overall usage, administration, accounting processes, reporting, interfaces and disaster recovery plans. It is also a chance to discuss future plans and how Greentree might be able to help.

Consider it a reset.

• If you were to implement Greentree today what might you do differently?
• Are there customizations that are no longer used or customizations that suited your business when it was half its current size and now need to be reviewed for more efficient solutions?
• Are tasks done outside Greentree that could be integrated?
• Have staff changes led to outdated processes or information not being passed on?
• Do you need training to benefit from recent upgrades and new features?

The review would typically take 4-6 hours working with you and your team, then additional time post review to provide a report and recommended actions.

We can tailor a proposal based on your site and collaborate on the review approach, reach out to your consultant to get this underway.