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

Suite CRM (eg SalesForce)

Compatible with HRIS?

Open Source and cheaper than actual SalesForce

Alletess View

How do we best standardize & migrate data?

Lets meet to next week to continue discussing

When do we shut down and force migration to CRM?

Lab DAQ

Our LIS

Many LIS in Market

How will it handle new tests?

Panel problems currently

Selection of bundles makes no sense

No cost tracking possible

Pricing arbitratry

How will custmizable options affect us?

Inflow

Used for inventory

Working well?

HRIS

Employee Demographic Data

Training LMS & Certification Documentation

Time / Absence Management

Onboarding & Offboarding

Employee Handbook / Compliance Records

Performance Management

Subtopic

Quickbooks

Used for payroll

How easily can it integrate with HRIS key ?

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

(Maureen handles) Accounts Payable

(Karen Handles) Acounts receivable and client billing

Do we integrate into quick books or other solution?

Media Lab

LMS for HR and Lab related actives

Can we integrate with HRIS?

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

Cortney & Todd to evaluate and report back

Stamps.com

Used for shipping orders

Not a stable solution

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

Authorize.net

Used to process web payments

Best Solution? We like?

Website

Joomala

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