Custom Applications

Application Integration to Thomson Elite

The business needs in a professional services organization grows in response to the changing economic environment, regulatory requirements and client demands. To respond to these changes, organizations continuously evaluate new business applications such as Customer Relationship Management (CRM), records management, conflicts of interest and others. Unfortunately the purchasing decisions and implementation plans are seldom made with enough consideration of existing technology. As a result, business processes become redundant and client information is spread over many applications. As an Elite customer, your most valuable source of client-related information no doubt resides in the ELBS system and it should therefore be the cornerstone for all client related applications. 

Wilson Technology’s “Application Integration” team has helped many organizations realize the full value of their client-related applications by integrating them with their Elite database. We have worked with a myriad of applications, providing the seamless integration with Elite as well as integrating the business processes (workflow) that span multiple applications.  Our Application Integration team makes it easier for you to realize the full power of your data.  See our news article for more information.

Cost Interfaces

Wilson Technology expands on Elite's ability to load certain cost items, known as costloads, electronically into your database. By customizing these programs to allow for any file format, our costloads allow for greater user-interaction by enabling you to convert currency, apply discounts, create descriptive narrative or otherwise tailor these expense records to suit your needs.