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HOME
SERVICES
SOFTWARE CONSULTING
IMPLEMENTATIONS & TRAINING
PROJECT MANAGEMENT
MERGERS, ACQUISITIONS, & SPIN-OFFS
VENDOR EVALUATION & SELECTION
CUSTOM APPLICATION DEVELOPMENT
REPORTING
VaaS
ADVENT AXYS
DATA WAREHOUSE
VAAS CONNECT
ABOUT US
FAQ
MEDIA
CONTACT
Tech Stack Quiz
Fill out the questions below
Step
1
of
3
33%
Name
First
Last
Business Name
Phone
(Required)
Email
(Required)
1. How long are you spending on Reconciliation per day?
30 mins or less
1–2 hours
3 hours or more
2. When was the last time you evaluated your technology and/or workflows?
This year
1–3 years ago
4 years ago or more
3. How many pieces are there to your technology stack?
2–3
4–5
6 or more
4. What is your level of integration related to data? (Select all that apply)
We make almost all of our internal decisions (hiring, outsourcing, resource allocation) based on updated data
Our client portal has an intuitive dashboard, provides updated reports, and allows us to communicate securely
If we had an audit today, we'd be ready because none of our data is stuck in a legacy system
We use a data warehouse (either in the cloud or on premise)
5. How do you use your CRM?
It's the hub of our office
We use it to send out occasional emails and keep track of clients when we can
It's basically a glorified rolodex in an Excel or Google Sheet (it's okay you can be honest)
Do you use Advent Software? (Select all that apply)
Moxy
Rev Center
AXYS
APX
Rules Manager
TransPort
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