We needed to desperately integrate a simple to use but powerful CMS system but also knew that because of our unique workflow – we would need heavy customization for any system. Cost would also be a factor, so that is when I choose InfoFlo. Also as mentioned in dislike below - they listen to comments and will make changes to suit a larger customer base.
The software could have more configuration options that appeal to a wider base - for instance a Task notification that is based on choice of 'due' date rather than 'start' date.
Need someone knowledgeable to manage the administer the software
Before commenting I would like to introduce our company
Marcus & Pollack LLP (M & P) is a law firm whose principal areas of concentration involve Real Estate Tax Review and Litigation (Tax Certiorari), commercial and residential tax exemptions and abatements, Condemnation, tax planning and other areas of Municipal and State law in New York City.
We have over 3500 clients – for more info see: www.marcuspollack.com
M & P used a proprietary Property Management system called ‘CliPAD’ by Genesis systems. The
system is used to view property data such as block and lot, street address, land and building size, tax class, tax abatement information, sales data, income & expense figures and hundreds of other facts stored in a SQL database – but was not a CMS or could be used as a controlled repository. That is where InfoFlo came in.
All Properties and their relationship with the Client/ClientID needed to be synchronized from the CliPAD database into InfoFlo. The CliPAD database would act as the main collection of valuable property & related client data.
1. InfoFlo would synchronize any change to Property or Client metadata as well as the Property to ClientID relationship, etc from CliPAD to InfoFlo within one minute.
2. All related emails tagged in Outlook with a unique Property-ClientID code would automatically brought into the InfoFlo database. Anyone in the company (over 30 employees) could find out if an email was received or sent based on a specific property and/or ClientID in an instant without having to go to a particular users email InBox.
3. We also had InfoFlo develop a ‘Hot Folder’ configuration so when our QR codes (another implementation developed using ‘ecopy’ to read an embedded QR code within a document that included the unique Property-ClientID and named the file such – would be saved into the Hot Folder – InfoFlo would read the unique code and automatically ingest it into the InfoFlo Document Depot under the correct property saving thousands of manual people hours.
4. A new Phase 1 completed again without a flaw in the synchronizing routine which synchronizes the same ClientID – Property relationship from CliPAD/InfoFlo to QuickBooks Premier.
This is a major improvement over our bookkeeper using our existing FoxPro customized database.