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AML Software Integration Challenges, Issues & Opportunities - Meeting - 2/9/21

You can use this to inform people who didn't attend or to keep track of what was discussed during the meeting.

Active Directory - standardized and shared data objects used across all of our corporate applications

Website

Sharefile

Joomala

Authorize.net

Best Solution? We like?

Used to process web payments

Stamps.com

Not a stable solution

Can we study alternatives? Lets ask partners/competitors what they use.

Used for shipping orders

Media Lab

Need to explore all features and capabilites and how we can leverage

Cortney & Todd to evaluate and report back

Can we integrate with HRIS?

LMS for HR and Lab related actives

Quickbooks

(Karen Handles) Acounts receivable and client billing

Do we integrate into quick books or other solution?

(Maureen handles) Accounts Payable

Used for payroll

Is this best system or do we study using HRIS for Payroll?

How easily can it integrate with HRIS key ?

HRIS

Subtopic

Performance Management

Employee Handbook / Compliance Records

Onboarding & Offboarding

Time / Absence Management

Training LMS & Certification Documentation

Employee Demographic Data

Inflow

Working well?

Used for inventory

Lab DAQ

Panel problems currently

How will custmizable options affect us?

Pricing arbitratry

No cost tracking possible

Selection of bundles makes no sense

How will it handle new tests?

Many LIS in Market

Our LIS

Alletess View

When do we shut down and force migration to CRM?

How do we best standardize & migrate data?

Lets meet to next week to continue discussing

Suite CRM (eg SalesForce)

List the tasks that made decisions during your meeting here, as well as the person who is responsible for carrying out that task.

You should also discuss the results you expect.

Open Source and cheaper than actual SalesForce

Compatible with HRIS?