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Managed Services

JDR’s Managed Services provide a flexible, seamless, reliable and predictable solution for companies who are looking for extra support but can’t bring on dedicated resources. Our expert team of professionals are ready to provide fast response resolution and superior service.

Below is a listing of available services.


ACCOUNTING

JDR’s financial team has the experience to seamlessly assume any portion of your organization’s accounting function, or analyze current processes and help implement accounting best practices by defining responsibilities, re-engineering workflows and improving overall timing. From accounts payable to financial process reviews, our expert consultants can help you solve your organization’s most complex accounting challenges.

  • Accounts payable & receivable
  • Month-end processing & reporting
  • Bank reconciliations
  • Accountant & Controller level assistance
  • Financial process review

CUSTOM PROGRAMMING

No matter if you are new to a technology or just don’t have the internal expertise and resources, JDR can help you bring your system to its fullest potential. Our team of seasoned professional programmers and developers create effective solutions for your specific workflow and business practice needs and within your budgetary requirements. From batch updates to data conversions, JDR’s programmers have the experience and project management skills to tackle any job.

  • Batch updates
  • Custom calculations
  • Custom letters/correspondence
  • Custom workflows
  • Data conversions
  • Third-party service links and integrations

ERP ADMINISTRATION

Your ERP or Enterprise Resource Planning system serves as the foundation for all business functions, integrating processes and creating a seamless flow of information through the organization. As your ERP administrator, JDR wears many hats to make sure your system functions at peak performance. Our administration capabilities have been developed over numerous system implementations and years of supporting ERP technologies, allowing us to deliver experience, leadership and know how to our customers.

  • System monitoring
  • Troubleshooting system problems
  • New user setup
  • Security administration
  • Managing/communicating maintenance
  • Performing system upgrades
  • Providing plug-in support

NEW EMPLOYEE ONBOARDING

Don’t have the resources or expertise to train new employees on your ERP system? JDR will fill that role, using your company’s specific policies and procedures. We’ll even provide follow up training to ensure the effectiveness of your new hire.

  • ERP system training
  • Workflow training
  • Policy and procedure training

NEW PROPERTY ONBOARDING

Proper onboarding of new properties is critical to the ongoing success of your ERP system. JDR will work closely with you to review and understand your configuration needs and develop a comprehensive project plan and timeline for property on-boarding.

  • Formatting ERP system
  • Importing data
  • Validating data

GENERAL IT SUPPORT

As a certified small business, JDR understands the unique needs and challenges of smaller organizations. Sometimes basic IT support is all that you need. From email administration to network support, our IT professionals have a depth of expertise and are able to address issues quickly without your staff having to spin their wheels trying to find a resolution.

  • Network support
  • Email administration
  • Telephone services
  • Internet support

HELPDESK

JDR believes that no problem is too big or too small. We utilize a virtual staff augmentation model through our rapid response team of experts to offer flexible Helpdesk solutions that will address your technology support needs. Users have access to JDR via phone, email and a robust online tracking system to log all issues. This real-time tracking, reporting and communication portal helps us to apply best practices and respond within negotiated service levels for an optimal user experience. Includes Level 1 and Level 2 Helpdesk functions:

  • Password Resets
  • Basic How-To Support
  • Troubleshooting Data Corruption
  • IT Helpdesk Troubleshooting
  • Updating Account Trees, Menus & Permissions
  • Uploading Yardi ERP Packages
  • Liaise with Yardi ERP for TRs
  • New Menus, Account Trees & User Groups
  • New User Onboarding
  • Report Validation
  • Running Custom Scripts
  • New User Yardi ERP Full Training

ONLINE TRAINING

Virtual ERP system training options work around your schedule and allow employees to maximize training opportunities without having to leave the office. We’ll work closely with you to determine the areas requiring improvement and customize an agenda and training to meet your specific needs. Training is conducted via GoTo Webinar utilizing your own system to ensure a true representation of day-to-day workflows.

  • Conduct training on ERP system modules
  • Sessions hosted via webinar
  • Recordings shared post training

UAT ADMINISTRATION

User Acceptance Testing (UAT) is a vital part of software implementation and development. JDR’s experienced project managers can run the complete UAT process on behalf of your organization. We supply the necessary expertise for the duration of the project, ensuring testing is performed in a controlled and systematic way, using industry standard practices, the best tools and years of experience from hundreds of system implementations completed.

  • Planning, coordination and management
  • Creation of scripts
  • User testing, following scripts and reporting issues
  • Tracking of all users, issues and timing
  • Adjustments based on UAT results

Want to learn more about JDR’s Managed Services solution?

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