The Altai Advanced Certification and Credentialing Solution
Altai’s Advanced Certification solution (ACCS) was first released in 2010 utilizing the Microsoft CRM platform. We’ve been enhancing and expanding its capabilities for the last 10 years to bring you the best solution possible. The ability to extend and enhance the solution is one of the strengths of the Altai Business Platform. It is designed to be personalized to your organization’s needs while maintaining an unhindered upgrade path. By configuring CRM instead of writing custom code, Altai meets our client’s short-term requirements while allowing our clients to adapt their configurations as new requirements arise. Our certification solution is highly flexible and is designed to support basic certification requirements as well as automate complicated certification programs, continuing education programs, business rules, and recertification processes – all managed by your staff from a single system. this includes a powerful rules engine that can manage the most complex certification programs that your staff can adjust as needed without coding. They will also be able to monitor certification status, track and approve applications, and easily update application forms and online processes from the Altai business platform back office. Our solution covers everything from the application processing to exam management, to certification and re-certification. Importantly, our Certification solution is part of the AMS product and is fully integrated across all modules (i.e. Certification, Membership, Events, Education, Finance, etc.). This provides a seamless experience to your users and access to all related information. As with other areas of our solution, certifications are tracked from Web to GL. While Altai has been working with certification organizations since 2010, in 2012, we engaged with the Project Management Institute (PMI) to replace their existing systems. This included certification, membership, education, and multiple integrations that included: financial, credit card processing, Prometric’s exam management, etc.. Working as a team, we were able to consolidate five different systems into one, move their million-plus members into Dynamics CRM; replace and automate a number of their certifications, integrate with Great Plains Dynamics, Prometric, and their website. During this time, Altai significantly expanded their solution to meet the needs of enterprise organizations; and incorporate a tool we call the “Business Rules Engine” into our solution that provides the ability to apply complex business rules without using code. Since then, we’ve deployed our solution to a number of organizations including: The Human Resources Certification Institute (HRCI), an international organization that certifies HR professionals around the world. As part of the project, we replaced their certification, recertification, membership, and education management solutions with our integrated Certification and Membership AMS solution. They have been live on their systems for over 2 years now and are continuing to expand its functionality and deploy new certifications and products with little to no effort on our part. This was one of the project goals, to enable HRCI to take ownership of the system and extend it based on their business needs. Medical Group Management Association (MGMA), a national organization that provides key elements in perpetuating success throughout the healthcare industry thru its membership and certifications. MGMA also replaced several existing applications with our integrated Certification and Membership AMS solution. Similar to HRCI, MGMA has to continue to expand its functionality and deploy new functionality and products with little to no effort on our part to better support their business units’ needs. In the following sections, we will delve deeper into the Altai Certification solution, the respective functional areas, and how it will work for you General System Overview Certification and Recertification Setup and Management Application Processing Exam Management and Processing General System Overview The table below provides an overview of the modules/areas that comprise and support the Altai Certification solution and some of the benefits that our clients receive. Certification and Recertification Setup and Management Your staff will be able to set up the requirements for each of your certifications easily within the system as well as the rules and requirements around recertification. The requirements that you setup will control how the certification/recertification processes are managed and applications are processed. This includes items such as: Available Exams for Certification Requirements associated with an exam such as “Eligibility Period”, “Wait Period”, “Exam Extension Period”, “Exam Failed Retake Wait Period”. You can add additional required as needed. General Certification requirements such as “Education Level Required” and “Work Experience Required”. Additional requirements such as “School”, “Work” and you can define your own requirement types. Auditing rules – i.e. “Audit Threshold”, “Audit Counter”, “Recert Audit Threshold” and “Audit Recert Counter. Recertification requirements – i.e. “Allow Recert by Exam”, “CEU’s Required”, “Work Experience Required”. Once again, all of these rules are configurable within each Certification and additional ones can be added as part of the configuration. The screenshot below provides a sample of how certification can be setup. The implementation of these rules and the Altai web portal will enable your certificants to: Maintain their profile information, upload their picture, and capture any of the data needed for you to better support and manage your certificants. Complete applications for certification and recertification. Submit required documentation for certification and recertification (i.e. Student transcripts, Letters of Reference, Resumes, Vitas, or CVs). Purchase and schedule exams for certification and recertification. Monitor their exam status and see the results. Monitor their certification and recertification status. Track and submit their Continuing Education (CEU’s, PDU’s, CE’s, etc.) as part of their recertification process Based on your organization’s business rules and requirements, you can use the Web Portal to collect and manage the Certificant data you need. Application Processing Using Altai’s certification/credentialing solution, applications can be processed manually via a submitted paper application or on-line using our web portal. Once submitted, the application will follow your business processes. The Dashboard below provides an example of how you can see and manage your applications. The applications are queued based on “Certification being applied for” and “Application Status”. Your staff will quickly see what’s in their queue to work on. The solution supports the configuration of different “Application Statuses” so that you can map your certification process to the system and organize queues based on your business processes. Exam Processing Exam processing is typically one of the key components of certification. Whether exams are required for certification and are used for recertification, the Altai Certification solutions support both. We provide support for tracking all relevant Exam data, the ability to collect additional data as needed, and
We know ERP and Accounting
[vc_row][vc_column][ultimate_spacer height=”10″][ultimate_heading main_heading=”Altai Financial System – From the Beginning…” alignment=”left”][/ultimate_heading][ultimate_spacer height=”20″][/vc_column][/vc_row][vc_row][vc_column width=”2/3″][ultimate_spacer height=”10″][vc_column_text]Before starting Altai Systems, founding partners Mike Frye and Jon Martin founded Signature Systems, one of Microsoft Great Plains’ largest partners of the late ’80s. Their success was so well-established as an ERP / Accounting Solutions Partner; Signature Systems was acquired by Ernst and Young. It was this transaction that brought Mike Frye and Jon Martin together as business partners and, with their combined expertise, led to Altai Systems. Using their accounting solutions backgrounds, they developed Altai’s financial solution to provide the functionality and combined ease of use that accountants and accounting staff need to do their job. As technology has improved, so has our understanding of accounting solutions and how we can make the lives of accountants easier. Outlined below is an overview of our solution and how we surpass the functional needs of accountants to make their lives simpler. We streamline processes and implement best practices as a part of automation (i.e., auto reconcile, auto batch creation, auto dues bill renewal, wallet payments). Below we’ll cover everything from administrative and setup; to tracking revenue starting with the web portal and going all the way to your financial system. [/vc_column_text][ultimate_spacer height=”20″][/vc_column][vc_column width=”1/3″][ultimate_spacer height=”60″][dt_vc_list bullet_position=”middle” dividers=”false”] What We’ll Cover: Accounting and Financial Management Administration Multi-Company Easy to Use Dashboards and Reporting Batch Management & Integrations Advanced Accounting Tools [/dt_vc_list][/vc_column][/vc_row][vc_row][vc_column width=”1/2″][ultimate_spacer height=”20″][vc_column_text] Accounting and Financial Management The Accounting and Financial Management system provides a complete, “end to end” solution. Provided below is a high-level overview of the different accounting tracks starting with administration, invoicing, and all related processes, concluding with reporting. [/vc_column_text][ultimate_spacer height=”20″][vc_column_text]Administration – The Altai solution provides a central system that you can use to manage all these accounting functions. This enables staff members to go to one place to set up, manage, and update as needed. Outlined below is an overview of the different areas of the system and what it provides our clients. Multi-Company – The system supports setting up and managing one or more companies. Within each company, you manage your products (everything in one place). This support includes a chart of accounts for each company, automated inter-company transfers (when needed), and reporting by each company. [/vc_column_text][/vc_column][vc_column width=”1/2″][vc_single_image image=”17769″ img_size=”large” style=”vc_box_shadow_3d”][/vc_column][/vc_row][vc_row][vc_column][ultimate_spacer height=”20″][vc_single_image image=”17770″ img_size=”large” style=”vc_box_shadow_3d”][ultimate_spacer height=”20″][vc_column_text] Easy to use and complete management of your accounting companies in one place. Including: [/vc_column_text][ultimate_spacer height=”20″][vc_column_text]1. Chart of accounts – easy access to each company’s chart of accounts with the ability to maintain your chart of accounts. [/vc_column_text][ultimate_spacer height=”20″][vc_single_image image=”17771″ img_size=”large” style=”vc_box_shadow_3d”][ultimate_spacer height=”20″][vc_column_text]2. Product management – Full and easy access for the setup and management of your products for each company. [/vc_column_text][ultimate_spacer height=”20″][vc_single_image image=”17772″ img_size=”large” style=”vc_box_shadow_3d”][ultimate_spacer height=”20″][vc_column_text]3. Easy access to your distributions for reporting and analysis. In addition to the dashboard and reports we provide; you have easy access to your distribution data to create your own stories and perform analysis. [/vc_column_text][ultimate_spacer height=”20″][vc_single_image image=”17773″ img_size=”large” style=”vc_box_shadow_3d”][ultimate_spacer height=”20″][vc_column_text]4. Multi-company support for “due to” / “due from” and splitting transactions across multiple companies. We’ve automated the related “due to / due from” accounting processes to simplify the everyday work required in managing multiple companies. [/vc_column_text][ultimate_spacer height=”20″][vc_single_image image=”17774″ img_size=”large” style=”vc_box_shadow_3d”][ultimate_spacer height=”20″][vc_column_text]5. In-depth batch deferral processing and reporting across multiple lines of business, including: Deferred Revenue by Membership Type Deferred Revenue by Event Type Deferred Revenue by Session Type Deferred Revenue by Product [/vc_column_text][vc_single_image image=”17775″ img_size=”large” style=”vc_box_shadow_3d”][ultimate_spacer height=”20″][vc_row_inner][vc_column_inner width=”1/2″][vc_single_image image=”17793″ img_size=”large” style=”vc_box_shadow_3d”][/vc_column_inner][vc_column_inner width=”1/2″][ultimate_spacer height=”20″][vc_column_text]6. Batches highly configurable by product, date, user, payment type – Our batch setup process automates the management of batches. We automatically create batches and direct the flow of products into specific batch types. A couple of examples include: Credit Card Payments – All Amex payments go into a batch while Visa and Mastercard go into a separate batch. This simplifies the reconciliation of the payments. Renewal Invoices – these can all go into a specific batch, automatically making it easier for you to access and report on them. These configurations provide easy auto reconciliation. For example, your credit card batches will match your credit card authorization reports. 7. Batch dues processing – The system will automatically generate your dues bill renewals if you want it to, or you can run the process manually (which takes about 5 minutes to kick off the process).[/vc_column_text][ultimate_spacer height=”20″][/vc_column_inner][/vc_row_inner][ultimate_spacer height=”20″][vc_column_text]8. Choice of either GL integration or transaction integration to the financial management system 9. Optional advanced inventory/purchasing/backorder/warehousing functionality 10. Multithreaded batch processing – supports processing thousands of transactions in a single batch. 11. Ability to see and pay open invoices online 12. Tax jurisdictions management – Our system supports tax jurisdictions and charges. We also have integrated with several 3rd party solutions as well. 13. Shipping jurisdictions management – Our system provides support for multiple shipping jurisdiction rules and charging for shipping. We also have integrated with several 3rd party solutions as well. 14. Warehouse management – We support core inventory management, including the tracking of product availability (inventory), back-ordering, and replenishing inventory. 15. Rapid pay – Save time using rapid pay to record a payment against multiple invoices in the system. Staff can apply a single payment (check or credit card) across multiple invoices. This saves significant amounts of time entering and applying for payments manually.[/vc_column_text][ultimate_spacer height=”20″][vc_single_image image=”17777″ img_size=”large” style=”vc_box_shadow_3d”][ultimate_spacer height=”20″][vc_column_text] Easy and Informative Dashboard Reporting You can quickly get to your data without having to “click around” or search for it. Our “out of the box” financial dashboards provide access to the data you need.[/vc_column_text][ultimate_spacer height=”20″][vc_single_image image=”17778″ img_size=”large” style=”vc_box_shadow_3d”][ultimate_spacer height=”20″][vc_column_text] Batch Management and Integration From our batch management and integration dashboard, you can quickly access your financial batches, process them, and integrate into your accounting system. The purpose of this dashboard is to provide you with an easy to use and intuitive place to manage your batch types, financial batches, and integrations.[/vc_column_text][ultimate_spacer height=”20″][vc_single_image image=”17779″ img_size=”large” style=”vc_box_shadow_3d”][ultimate_spacer height=”20″][vc_column_text]In conclusion, the Altai Financial Solution provides our clients with a robust, easy to use system that ensures you’re following every accounting principle. Not only can organizations perform the tasks they need to each day, but they are also able to use the information to perform data analysis and make better-informed decisions.[/vc_column_text][/vc_column][/vc_row]
