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Page 1: Customer Support Guide - Network Solutionswebsites.networksolutions.com/.../Customer_Supprt_Gui…  · Web viewThis Customer Support Guide describes the various services and policies

[CUSTOMER SUPPORT GUIDE]This Customer Support Guide describes the various services and policies that are available for and apply to LeaseTeam’s Products.

2014

LeaseTeam, Inc.EDITION ONE

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Customer Support GuideTable of contents Manual Summary……………………………………………………………………………………2Project Implementation Services ……………………………………………………………3Customer Support …………………………………………………………………………………5 Support Process ……………………………………………………………………………………6 Data Security ………………………………………………………………………………………11 Documentation ……………………………………………………………………………………11 Hardware Operating System Compatibility...………………………………………………..11LeaseTeam Product Information ……………………………………………………………13 Product Release Upgrades / Strategy …………………………………………………………13 ASPIRE Add-on Modules…..………………………………………………………………………14 Professional Services.…..…………………………………………………………………………17

Copyright LeaseTeam, Inc. 2014 All information contained in this Customer Support Handbook, as well as the software described in it, is confidential and proprietary to LeaseTeam, Inc., is subject to a license agreement, and may be used or copied only in accordance with the terms of such license. Except as permitted by such license, no part of this document may be reproduced, stored in a retrieval system, or transmitted in any form or by electronic, mechanical, recording, or any other means, without the prior written permission of LeaseTeam.

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Our Commitment to Customer Support LeaseTeam is committed to providing quality products and services to its customers. As a leading provider of solutions for the equipment finance industry, our commitment to customer satisfaction continues through superior customer service and support.

LeaseTeam offers comprehensive support services, with their lease/loan management solution; to help put a customer’s system into production and to keep it operating at peak efficiency. LeaseTeam recognizes its obligation to protect our customers’ investments by providing resources and services before, during and after installation.

If there is a conflict between the policies explained herein and the express terms of a customer’s contract, then the express terms of the contract will apply. If there are any questions regarding this information, then customers should contact their sales account manager.

This Guide is divided into the following sections:

Project Implementation Services Project implementation services are available to new customer or customers installing additional products or a new software release. Fees for such services are separate from support services’ fees for the applicable Software Products.

Support Services Support funded services are available to customers after their software has been installed - based on the product and release status. An extensive support team is available to assist customers with both technical and front-line business questions.

LeaseTeam Products This section contains information about LeaseTeam’s product release methodology and the product roadmap planning process.

Professional Services LeaseTeam provides additional technical support services on a chargeable basis. These services can vary from assisting with developing reports to conducting system reviews. LeaseTeam services enable our customers to tap into LeaseTeam’s vast industry experience and technical expertise. 

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[PROJECT IMPLEMENTATION SERVICES]Kick-off MeetingsThe kick-off meeting is initiated once a quote is signed and the LeaseTeam project team is assigned. The purpose of the kick-off call is to introduce the project teams and determine roles and responsibilities. We will also review the project requirements, milestones, change orders, risks, next steps and follow-ups. Timelines and dates for discovery, system configuration and administrator training will also be discussed. Once these requirements are agreed upon, a project estimate will be outlined including: any additional product customizations, interfaces, hardware requirements (etc.) that may be needed to meet your overall objectives.

Implementation ServicesYour implementation team will focus on getting your project delivered on time and on budget with as little disruption to your business as possible.

Our consultants will walk you through a phased approach designed to optimize your installations, your operations and your user experience. Our goal is to maximize the benefits of your LeaseTeam products so you can gain efficiencies, improve cash flow and decrease risk. We can also address any unique asset management, IT or process requirements you may have.

The Implementation Project consists of four primary phases:

Discovery -The intent of the Discovery phase is to gain a complete understanding of your business processes and transaction characteristics. The goal in this phase is to develop an implementation project plan that meets your specific objectives.

System Configuration - The intent of the System Configuration phase is to educate system administrator(s) on how to configure the system by using best practice business cases. In this phase we will also configure and test the system for optimal processing in preparation for the Go-Live phase of the project.

Go-Live Testing - The intent of the Go-Live preparation phase is to finalize cut-over procedures and to validate that the overall system is performing as expected, not only from a functional perspective, but also from a system perspective. This will include full test conversion(s), performance testing, usability testing and transaction lifecycle testing. Once the cut-over procedures are in place and the testing is complete, the phase will conclude with user-based training and cut-over from the legacy system.

Post Go-Live Support – The intent of the Post Go-Live stage is to ensure users understand how to process in ASPIRE and how to identify and address any unforeseen issues that may arise. This is a critical stage for ensuring the success of the project

Custom Software Modifications

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As more fully defined in customer’s license agreement, Custom Software Modifications are those special enhancements, or unique features developed by LeaseTeam, with respect to the LeaseTeam software products in order to address a particular feature or functionality requirement of customer. If needed, a development team will be assembled and involved in the development of deliverables.

Education LeaseTeam’s education program includes courses ranging from product overviews to system configurations. Hands-on training helps enable customers to effectively configure and operate the software application. Depending on the products purchased and contract provisions, training may be conducted at LeaseTeam’s office or by one of our expert trainers at the customer site.

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Following the go-live of an implementation project, the Customer Support team will be introduced to the customer for future product assistance.

The following services are available as part of the standard software maintenance agreement: 24 x 7 access to website resources Support telephone hotline: 402-493-3530 Access to maintenance updates and hot fixes for all licensed products

Website Resources Our website can be accessed from www.leaseteam.com using your userID and password to log in to the site. If you do not know your userID and password, contact Support for assistance.

This website will give you access to the following items: Product release notes Documentation manuals On-line help KnowledgeBase Support ticket submission Webinars on products and processes Calendar of events Annual user’s conference information

Hours of Operation Support representatives are available from 8:00am CST to 6:00pm CST, Monday through Friday.

Supported Software Support and maintenance is provided for the current major release version of each product listed below:

ASPIRE 4.x ASPIRE 5.x LeasePlus 3.x Lease Sales Manager 3.x Great Plains v10 or higher Crystal Reports v11 or higher

Updates and Upgrades In order to take advantage of advancing technology and industry / customer-inspired enhancements, we recommend our customers stay current with the latest software releases and maintenance updates

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New releases include functionality, usability, and performance enhancements. New version releases of licensed products are available, free of charge, to all customers that are current with their product support fees. Our Technical Services team may be scheduled to assist with applying these releases or hot fixes to your system. Contact our Technical Support scheduler at 402-493-3530 to schedule an upgrade.

While our Quality Assurance team tests all new releases and hot fixes, we do recommend that customers also test the upgraded system prior to moving any changes into their production environment.

Support Process To make the best use of support resources, the following steps should be taken before contacting Customer Support:

Explore the problem to determine the area(s) possibly impacted with the issue – software application, database, hardware/network issue or a third party application not supported by LeaseTeam

Eliminate the possibility of a set up issue by verifying system configuration settings Analyze recent changes to the system or to your environment Review release notes and online help Search the KnowledgeBase for information that could solve the problem Attempt to recreate the issue, isolate variables and know the business scenario

surrounding the problem Document replication conditions and steps, as well as collecting screenshots of error

messages.

Opening a New Support Ticket The preferred method for submitting support tickets is through our customer website at: www.leaseteam.com. From the home page click the client login button, located at the top of the page, and then enter your UserID/password. Once logged in to the client support site, complete the Support Request Form located under the support tab.

Tickets can also be submitted via email to [email protected] or opened with our support telephone line at 402-493-3530.

Provide relevant details up front, including the following:

Contact full name, company name, phone number and email address Product and version Type of service ticket: Incident, Service, Change, Other Severity: Low, Normal, High, Severe, Production Down Upload any error messages or screenshots that will help troubleshoot the problem

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Full description of the problem or question including: o What was being done when the problem occurred o Steps required to duplicate the problem o Recent changes to the system, if any o Investigation/troubleshooting taken prior to contacting us o Associated third party productso If High or Severe, explain the impact of the issue

Severity Level & Response Times The customer initially declares the severity level of an incident upon opening the support ticket. We ask our customers to use their best judgment when selecting the severity level for an issue, as it is used to prioritize work fairly and appropriately for the situation. The severity levels are:

Severity Definition Targeted Initial Response Time

Production Down Inability of all users to access one or more products 15-30 minutes

Severe Production functionality not working for a specific area of a product; critical business processes affected 2 hours

High Business is affected; issue is not impacting mission critical processes 4 hours

Normal Business moderately impacted; users can work; efficiency is hampered 6 hours

Low Business not impacted significantly; issue is annoying or an enhancement 10 hours

The severity level may change during the life of a ticket. For instance, severity may be reduced with a viable workaround or the inability to recreate the problem. Severity may also be upgraded based on increased usage of the function, project deadlines or increased frequency of the issue.

Initial Response Time is the time between a new ticket submission and the first contact by a Support Specialist.

Escalations to Development All escalations to Development are preceded by thorough research and testing by a Support Specialist, including testing with latest release version, where an issue or enhancement may no longer be relevant. A support ticket may be escalated to our Development group for:

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Product Defects– follow clear cut replication in the supported product release version(s) with the most current maintenance updates applied

Enhancement Requests – can be submitted at any time through a support ticket. It is recommended that customers include business requirements definition and a strong business case for appropriate prioritization. All such requests are reviewed by the Release Management Team during their bi-monthly meetings

Customer Escalations Management works to ensure that Support tickets are assigned and progressed as quickly as possible.

You may escalate a ticket at any time based on the impact an issue has on your business. For instance:

A ticket is not resolved in the time frame you expected A decision is made not to fix a ticket You have overall concerns on the handling of the ticket

Following is a summary of the escalation path available:

Level of Escalation Contact

Level 1 Tim Brown – Support Team [email protected]

Level 2 Marci Tast – Manager of Customer [email protected]

Level 3 Dan O’Malley – President/[email protected]

Closing Support Tickets A Support ticket remains open until the customer acknowledges that the problem or question has been resolved. It is expected that the customer will confirm whether or not the issue is resolved by the information provided by the Support Specialist. If the customer does not respond to the information provided, a follow up email will be sent to the customer. Support will make every effort to contact the customer by both telephone and email. Should there be no acknowledgment from the customer; the ticket will be closed three business days after the follow up.

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NOTE: Once a ticket has been closed, it can be re-opened within 14 days by contacting Customer Support, either via email or phone, citing the prior ticket number for reference purposes.

Product Support & Maintenance FAQs

What is an annual Product Support Agreement (PSA) fee? As explained in your sales contract, it is agreed that a PSA fee will be applied on an annual basis to continue offering quality products on a timely basis. By paying your PSA fee, you are securing continual support and product updates for the following year.

What does my PSA fee cover? As part of your annual PSA fee, you receive all these services and benefits:

Software Support: The following items are considered “billable support time” covered by your PSA:

o ”How-to” application questions o Technical troubleshooting o Installation of periodic updates o Enhancement requests

Access to LeaseTeam website for self-service with support issues Immediate announcements and communication involving your LeaseTeam products Product updates, enhancements, and fixes

Can you explain “billable support time”? The time spent assisted by a LeaseTeam Support Representative is applied to your allotted support time provided by your PSA. Any support due to an unresolved software issue will not count toward your billable support time.

What steps can I take to reduce the amount of billable support time that I use? One step you can take is to ensure that your users are appropriately trained. Employee turnover and changes to the software can quickly put you in a position where your users cannot adequately or efficiently perform their duties in the software. Fortunately, LeaseTeam offers several cost effective ways to provide education, including on site, in class or web based training.

Another step you can take is to have LeaseTeam perform a system review. Business practices and procedures change all the time. As a result, it is important to regularly review the use of the software against your current business processes to generate an overall system usage, training, and reporting strategy to optimize the use of the systems and improve efficiency.

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Please contact your sales representative at LeaseTeam to learn about these services.

What is not covered in my PSA fee? Your PSA fee does NOT consider the following to be handled by support:

Development and updates of ad hoc reports, document templates or scripts Extensive software setup such as conversions and data mapping Consultation and business planning services Extensive product training such as repetitive training on specific modules or accounting

activities, or training for new personnel who have not been trained on LeaseTeam products

LSM Trade styles or RDM Style sheets Customer initiated hardware upgrades/moves Pervasive to SQL upgrades LSM to ASPIRE upgrades System reviews

These items can be requested through your LeaseTeam Sales representative, who will prepare a quote for the service.

How do I tell what support time I have used? You will receive quarterly statements showing support hours used during the quarter. When you reach 90% of your PSA, you will be sent a notification with the number of hours used to date and with your annual total. When you reach 100% of your PSA, you will be contacted to purchase additional support hours.

Quick Reference Guide Our Customer Support team wants you to be satisfied with your LeaseTeam solutions and your experiences with Support. Please do not hesitate to contact us with any questions, comments, suggestions, or concerns. Save this page for easy access to the most effective methods to reach us.

Website: www.leaseteam.com Headquarters: LeaseTeam, Inc. 4139 South 143rd Circle Omaha, NE 68137 402-493-3445

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Support Hotline: 402-493-3530 Support Email: [email protected] Data SecurityA variety of collaborative diagnostic tools, including GoToMeeting, secure email, secure FTP, and secure VPN can be used to expedite problem resolution. GoToMeeting is an internet-based tool that allows Technical Support Analysts to securely collaborate with customer staff.

At times, it may be necessary to send diagnostic data to LeaseTeam Support that contains sensitive information. LeaseTeam Support procedures and implementation for the transfer and storage of such data are assessed by an external SSAE 16 qualified security advisor to confirm that LeaseTeam is handling of the data sent to us is compliant with all SSAE 16 processes.

DocumentationLeaseTeam product documentation provides information about the features of the product, a source of reference in the event of a problem and insight when a customer wants to expand the use of a product. LeaseTeam provides various types of overview, user and reference documentation for its licensed products. Product documentation is available on www.leaseteam.com under the client login. Some products also incorporate online help functions.

Hardware Operating System CompatibilityLeaseTeam attempts to test with the software and hardware configurations that represent the largest number of customers and performs compatibility testing of third-party vendor software and hardware products in relation to LeaseTeam products. During this testing, LeaseTeam will provide information about known problems, issues and concerns. LeaseTeam does not support vendor software or hardware once the vendor discontinues support, nor does LeaseTeam guarantee third-party vendor products to be error-free or perform as claimed by a vendor. LeaseTeam compatibility notices can be found within the product’s Hardware / Software Requirements document.

Database CompatibilityLeaseTeam attempts to perform database configuration tests that represent the largest number of customer environments in relation to LeaseTeam products. During this testing, LeaseTeam will provide information about known problems, issues and concerns. LeaseTeam does not support vendor software or hardware once the vendor discontinues support, nor does LeaseTeam guarantee third-party vendor products to be error-free or perform as claimed by a vendor. LeaseTeam compatibility notices can be found within the product’s Hardware / Software Requirements document.

For products in an active and mature product lifecycle stage, LeaseTeam strives to take advantage of new third-party vendor features without causing undue maintenance effort to the customer base. LeaseTeam works with third-party partners to understand their product release

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methodology and timing in order to understand and plan for a release environment that is optional to the customer.

[LEASETEAM PRODUCTS]Product Release Upgrades Customers paying product support fees have access to the most current releases made available for currently licensed products. However, unless otherwise specifically provided in the customer’s license agreement, product support fees do not cover the costs associated with any product release upgrades. Customers who upgrade to the latest releases will be supplied with release upgrade documentation, and when applicable, LeaseTeam-developed conversion tools. LeaseTeam also offers services to assist in the implementation of new releases or in the uplift of custom software to the new releases.

LeaseTeam Release StrategyLeaseTeam schedules quarterly to bi-quarterly ASPIRE releases that incorporate enhancements from the product roadmap or that were received via customer requests, and bug fixes found through internal regression testing or customer reports.

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Post-release issues that are determined to be critical (i.e. no acceptable work-around available) are immediately assigned to a developer who will add fixes to the release. Hot-fix releases may be scheduled to accommodate efficient roll-outs of post-release patches and updates.

LeasePlus releases are comprised of hot-fixes released as necessary depending upon the severity of the fixes included. Annually, hotfixes are rolled up into a single release and made available for deployment as a single update.

Release Issue SelectionItems that are to be included in releases are reviewed during bi-weekly Release Team meetings. These meetings include representation from the Customer Support, Client Services, Sales and Development teams. The decision to include items in a release are based on group input, the severity of the issue, the availability of an acceptable work around, the number of requests made regarding the issue and whether the issue supports the direction of the product.

Custom SoftwareCustom software requests are system enhancements that are unique to the requesting customer’s business processes or software utilization. Custom requests are managed by the LeaseTeam Custom Software Coordinator and are detailed in a Statement of Work. Custom requests are reviewed weekly to track and prioritize the request backlog and monitor development progress.

Deployment of custom software enhancements is scheduled and coordinated by the LeaseTeam Technical Services Group.

Release DocumentationASPIRE / LeasePlus release availability is communicated through customer support emails and our quarterly newsletter. The actual release notes are available on LeaseTeam.com through the client site login. All enhancements and bug fixes that affect the ASPIRE user experience (excluding custom enhancements) are documented in the ASPIRE Help embedded within the application. The embedded Help is static and can only be updated as releases are deployed. A more dynamic and up to the minute Help is available online at LeaseTeam.com through the client site.

Product Add-on Modules LeaseTeam may choose to package new enhancements in a new module that customers may license based on their business needs.

Product Name Product Description 5.0 4.0

Accounts Payable Module

Access to Purchase Orders, Vendor Invoices, Funding, Funding Documents and Dynamics A/P Integration x

Ad Hoc Reporting Includes Datamart and Data Dictionary x x

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Advanced Billing Module

Provides the ability to configure invoices and statements, email them and store them in the document repository. x

Advanced Contract Structure Module

Ability to manage same as cash and actual daily balance contracts. x

Advanced Sales Tax Engine

Provides access to Sales and Use rates as well as address validation, jurisdiction assignment based on GEO Codes and exception/exemption logic

x

Advanced Sales Tax Engine w/Rental Rates

Provides access to Sales, Use, and Rental rates as well as address validation, jurisdiction assignment based on GEO Codes, and exception/exemption logic

x

ASPIRE to ASPIRE Integration Allows transfer of a transaction between two ASPIRE systems x x

Bank Funding ModuleProvides the ability to create contract funding submissions/funding documents, track submissions, and post fundings to the GL. This includes funding submissions, debt, and discounting.

x x

Batch Letter Generation Module

Provides the ability to submit a query against your databases to generate and distribute documentation to a group. Recipients are selected through SQL views, and document copies are stored in the related account or contract document repository as well as the global repository. The distribution methods can be set up to email or print.

x

Product Name Product Description 5.0 4.0

Business Partner Portal

Provides web portal access for remote entering and tracking of transactions. It also provides named user access to the web portal for business partners. This includes: transaction entry, work queues, documentation, notes, and dashboards

x x

Business Partner Portal - Enterprise

Provide unlimited named user access to web portal for Business Partners. Includes Transaction entry, Work Queues, Documentation, Notes, and Dashboards.

x x

Compliance Module Includes integration to active directory x

Deal Uploader/API Enables the transfer of a transaction from an external system into ASPIRE x x

Drive by User Module Provide ability to enter and edit an application into ASPIRE without logging into the system. Typically accessed through a link on a webpage. x x

EFT Module Includes ability to initiate and process ACH and PAP Files x

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E-Original Integration

Electronic signature capabilities: Electronic signatures improve the documentation processes by decreasing contract cycle times, alleviating signature mistakes, improving auditability, and eliminating costly mailing and overnight charges

x

FICO Liquid Credit Integration

Provides Integration to FICO's Liquid Credit Product, and can include LiquidCredit credit reports in automation events and scorecards. x x

Funding Source Integration - FinPac

Allows ability to export a transaction to Financial Pacific and upload into IDS's Rapport x

Funding Source Integration - National Leasing

Allows ability to export a transaction to National Leasing x

General Ledger Interface - Generic

Ability to transfer journal entries out of ASPIRE to other G/L systems that do not already have a specific integration x

General Ledger Interface - Microsoft Dynamics

Ability to transfer journal entries to Microsoft Dynamics x

Global Equipment Update Module

This utility launches from an equipment work queue and creates an Excel spreadsheet of the selected equipment line-items and details. This utility allows you to edit data and import it back into ASPIRE, updating the changed equipment record details

x

Product Name Product Description 5.0 4.0

Import Module (Manager)

The ability to perform mass data transfers of transactional data outside of bulk import records including Accounts, Contracts, Assets, Notes, Configurations, etc.

x x

Interim Processing Module Ability to calculate, bill, and account for interim rent and interest x

Line of Credit Module Ability to manage Term and Revolving Lines of Credit x x

Loan Contracts Module Access to Loan based financial products x

Lockbox Module Provides ability to import an electronic cash receipts application data file that will create a cash batch for posting. x

Microbilt Integration Provides the ability to access Business Reports and Consumer Bureaus, and include Microbilt reports into automation events and scorecards x x

Microsoft Dynamics Business Essentials Integration for A/P funding via Microsoft Dynamics. x x

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Microsoft SQL Cals Run-time CAL only for use with LeaseTeam products. x x

PayNet Integration Provides ability to request, view, parse, and store PayNet Reports x x

Portfolio Management Integration

Integration to other Portfolio Management Systems. This is currently built for IDS x

Property Tax Integration - PTMS Upload asset file into PTMS and import billing file from PTMS x

Sales Management User

Provide access to transaction entry, documentation, notes, accounts and contacts, activities, dashboards, and work queues x

SDN Analysis Module

Integration to the Specially Designated Nationals List for individuals and companies owned or controlled by, or acting for or on behalf of, targeted countries as well as individuals, groups, and entities, such as terrorists, and narcotics traffickers designated under programs that are not country-specific.

x x

UCC Integration - CT Lien File a UCC directly from ASPIRE via CT Lien x x

UCC Integration - Diligenz File a UCC directly from ASPIRE via Diligenz x

Vendor ACH Module Ability to setup payments to Vendors via ACH from ASPIRE x

Workflow Includes Configurable Apps, Contract Profiles x x

[PROFESSIONAL SERVICES]Business ServicesIn a fast-paced, ever-changing world, businesses are in a continuous state of change. For many of our customers change is focused on capturing additional market share, improving customer relations, adjusting to new regulations or simply attempting to operate in a more efficient manner.

Unfortunately during this practice, organizations are regrettably losing sight of how these changes are affecting their software solutions. The result is a jumbled and disjointed system of workarounds and off-line processes / databases, all which can impact your software efficiency and the flow of business critical information. How your company addresses these potential pitfalls is critical to ensuring your software solutions are optimized and that you’re operating at peak efficiencies.  

LeaseTeam offers services that can help give you a competitive advantage, and optimize your system, processes and workflows.

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Companies that rely on their software solutions to give them a competitive advantage understand that the software solution, in and of itself, does not provide a competitive advantage. It’s the consistent and continual investment in aligning their solution with their business processes and by deploying the latest functionality that their software platform offers. 

If you haven’t optimized your business processes lately, it is costing you time and money. LeaseTeam can leverage their team of experts to map your business processes and develop a streamlined and efficient business flow.

Implementation ServicesYour implementation team will focus on getting your project delivered on time and on budget with as little disruption to your business as possible.  

Our consultants will walk you through a phased approach designed to optimize your installation, your operations, and your user experience. Our goal is to maximize the benefits of our solutions so you can gain efficiencies, improve cash flow, and decrease risk. We can also address your unique asset management, IT, or process requirements. 

Systems ReviewOne of the biggest challenges facing companies today is keeping up with the constantly changing business environment. If you let your system get out-of-line with your changing business needs, your system will become inefficient. 

This doesn’t have to be an issue. You can rely on the experience and industry knowledge from LeaseTeam to ensure you are using best practices and your system is fully optimized. 

This may include, but is not limited to: system configuration changes, internal process adjustments and product customization.

Continuing EducationAre you ready for what’s next? The leasing industry is evolving and so are our solutions. Continuing education / training play a big role in how these changes impact your business. 

As LeaseTeam’s products change, it’s important to understand these changes and how you can utilize them to become more efficient. Conversely, if you don't optimize your use of the system, you will lose ground to your competitors who invest in using their systems efficiently.

LeaseTeam offers a variety of training opportunities to assist in system optimization and to educate new employees. Some of these opportunities include: 

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In-house training On-site training Webinars Users conferences

Most training events also afford participants an opportunity to earn CPE credits.

Technical ServicesLeaseTeam’s professional consultants have the industry experience and technical expertise your business needs. For over 25 years, LeaseTeam professionals have been partnering with the equipment finance industry to bring best practice solutions to business critical issues. LeaseTeam Services enable your business to tap into this experience and expertise. This gives your business an evaluable edge.  

Disaster RecoveryFor many companies a disaster would equate to “game over” for their business. Don’t be caught without a plan when disaster strikes. LeaseTeam can assist you in developing a disaster recovery plan including hosting of warm sites or data backups at our SAS70 Certified hosting facility.

Document ManagementHaving the right document for the right job improves the efficiency of your entire process. As your document needs change, LeaseTeam professionals can assist your business with the creation and on-going maintenance of your document templates. 

Report Development and Business AnalyticsIn today’s world, information is power and can give your business a competitive advantage.  LeaseTeam realizes, even with a full suite of standard reporting tools, additional reports will be needed. When that time comes, a LeaseTeam consultant will work with you to define your reporting and business analytic needs and then design a reporting package that gives you the information you need to make sound business decisions.

Configuration ManagementA constantly changing business environment can degrade the efficient use of LeaseTeam software. To help your business continue to operate at the highest levels, LeaseTeam offers configuration and system review services. 

LeaseTeam consultants work in concert with your IT staff and application owners to fine tune your configuration for optimal performance and efficiency, and to ensure they are aligned with your business objectives.

Support Services

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LeaseTeam’s standard support services will provide your company with all of the current product updates and enhancements as they are released. Our professional, knowledgeable support staff is available and ready to assist you with any issues, questions or concerns. 

For 24 x 7 mission critical support, LeaseTeam offers an extended support agreement providing an additional level of assurance.

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