Helm360 Role Profile: Application Consultant
Did you know that Helm360 have greatly expanded our Application Consulting team in the past year?
The Application Consulting team now has a cumulative experience level of over 86 years of Elite Enterprise and 3E experience, covering a global client base!
We offer all of the services below, and more, with our experienced team of Application Consultants:
General 3E:
- Upgrade “new feature” training
- New hire training
- Process optimisation review: “can we do this task more efficiently?”
- Support for upgrade or new-installation UAT/Testing, go-live
- Bespoke workshops
- Bespoke dashboard design to increase firm engagement
- Expansion planning consultation: mergers or opening in new geographic locations
- Business process reviews: a comprehensive review of current practices, and focussed recommendations on how to use 3E and industry “best practices” to support more efficient working
- Customisation request support: discussing possible approaches both with standard features and potential customisation, preparation of requirements documentation
- New integration use case investigation and documentation, specification writing
- 3E user security structure (Role) review/realignment
Finance Team:
- Balancing/month-end close process review and recommendation workshops
- Month-end and Year-end assistance
- Balancing assistance/training
- General ledger change consultation (masking changes, GL renumber/restructure, accounting method change, etc)
- Adding a new operating unit or currency (for example, opening an international office)
- Financial reporting workshop (bespoke)
Billing Team/Work-to-Cash:
- Alternative fee arrangement/Fixed Fee/Flat Fee workshops
- Collections module configuration and training
- Split billing, multi-payer billing workshops
- Billing assistance (with offshore team support)
- 3E Billing workflow review and recommendations for optimisation
- Billing rates – best practices for using billing rates and exception rates to achieve your firm’s goals