Maximizing your Sage 300 CRE software is often an afterthought, but it shouldn’t be that way! Learn how Teresa Whittaker automates mundane and routine tasks at IMPACT Strategies with MyAssistant.
Since Teresa Whittaker, Controller at IMPACT Strategies, began using MyAssistant for Sage 300 CRE two years ago, the solution has opened up a new world for her and the company. “Until you start using it, you don’t realize how much more efficient it makes things”, Teresa said. “For instance, we had another system in place for communicating with subs, but MyAssistant took it to another level to be able to communicate more effectively.” And that’s only one of the hundreds of tasks MyAssistant can handle. “I’ve heard people have bought it and just use a couple of things, but it’s so much more,” said Whittaker, “You have to think outside of the box and get creative with it, once you do it becomes indispensable.”
“Until you start using it, you don’t realize how much more efficient it makes things.”
Some of the tasks and automations IMPACT Strategies uses MyAssistant for include:
- Direct deposit reports for employees
- Job costing reports
- Sub notifications, alerts, and emails
- Internal report distribution
“I initially questioned whether or not it was going to be worth the investment”, Teresa said, “But we have gotten that investment back for sure.” How have they done it? Teresa went all-in on customizing MyAssistant to fit IMPACT’s needs and their business processes. “If you’re thinking about MyAssistant, make a list of the things it could do for you and then be creative with that list. Once you start using it you’ll find so many more uses than you would ever think!”
Although Teresa uses pre-built tasks and her own customizations, she also utilized Bangert, Inc.’s client services and worked with Kevin Edgington to unlock some of the more complicated tasks MyAssistant can handle. “There are so many possibilities with MyAssistant it’s crazy,” said Brett Hodson, Account Executive, Bangert Inc., “But sometimes it requires custom coding to get more advanced with it.” Buy it today, install it tomorrow, see how MyAssistant can fit into your Sage 300 CRE system and business processes.
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